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title: Easily Convert QuickBooks Desktop to Online with These Steps

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Do you wish to convert QuickBooks Desktop to Online? But are you worried about what to do? how to start? Then, don’t worry! You don’t need to start over all again. You can easily convert QuickBooks desktop company files to QuickBooks Online with some simple steps. This migration from QB Desktop to Online will allow you to access the QB company file from anywhere, along with giving many other benefits. So, let us look at the steps you need to undertake to [Convert QB Desktop to QB Online](https://dataservicesolutions.com/blog/convert-quickbooks-desktop-to-online/).

## Steps You Need to Undertake to Convert QuickBooks Desktop to Online
Here are 3 steps that will help you easily convert from QB desktop to QB Online. Follow the steps in order for smooth processing:
### Step 1: Get Your Desktop Files Ready For Conversion
You get 60 days time from the date you create your QB Online account to move your data. So, check for the following things before moving your data:
Make sure that your QB is up to date.
Your company file is not too big to export it.
Check if the total targets in files are less than 750000 by pressing the Ctrl + 1 keys on the keyboard. If it is more than that, it can not be converted into QB Online.
Also, print a copy of your Sales Tax Liability report, you will need to make adjustment entries after the conversion.
For this, go to the  Reports menu, followed by Vendors & Payables and then Sales Tax Liability.
Then, from the Dates drop-down, select All and then hit Save as PDF from the Print dropdown.
Lastly, choose the folder, name the file, and hit Save.


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### Step 2: Move your QB Desktop file to QuickBooks Online
Follow the below-given steps for QuickBooks Desktop Pro or Premier:
Log in to your QB Desktop as an admin.
Then, go to the Company menu and hit on Export Company File to QuickBooks Online.
Now, choose the Get Started option and click on Select Destination.
Then, sign in to your QB Online account.
Follow the below-given steps for QuickBooks Desktop Enterprise:
Log in to your company file with the admin account.
Then, press F2 and get your product information.
When your product information window gets open up, press CTRL+B+Q and hit OK given at the bottom of the page.
### Step 3: Use your QuickBooks Online Account
After you have done the above-mentioned steps, you can now use your QB Online account easily. You just need to set up a few things, like connecting your bank account and setting up location-based sales tax, and then you are good to go. 

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### Summary
This brings us to the end of this article about converting QuickBooks Desktop to Online. If you face any issues following these steps, then we recommend you connect with our QB support staff at the **Toll-Free Number +1-(855)-955-1942**.

#### h4**Q - Do I need to take any additional procedures after switching to QuickBooks Online?**
A - You might need to verify your data after switching to QuickBooks Online to make sure everything moved properly and to make any necessary adjustments to your chart of accounts or other settings.

#### h4**Q - How can I make sure that my financial information is safe while being converted?**
A - Use a secure connection and keep your login information private to safeguard the security of your financial information during the conversion procedure. Before beginning the conversion process, it's a good idea to make a backup of your QuickBooks Desktop data.
#### h4**Q - What steps are involved in switching from QuickBooks Desktop to QuickBooks Online?**
A - You must export your data from QuickBooks Desktop and import it into QuickBooks Online in order to convert Desktop to Online.

#### h4**Q - Will every bit of my data effectively transfer during the conversion process?**
A - In the majority of circumstances, all of your data should successfully transfer throughout the conversion process, although some data, such as customized reports or memorized transactions, may not be able to move.

#### h4**Q - Can I convert my QuickBooks Desktop company file to QuickBooks Online if I have multiple users accessing the file in Desktop?**
A - Yes, you can convert your QuickBooks Desktop company file to QuickBooks Online even if multiple users are accessing the file in Desktop. However, you should ensure that all users log out of the file before starting the conversion process.

#### h4**Q - Is there a way to test my QuickBooks Online account with sample data before converting my actual QuickBooks Desktop file?**
A - Yes, QuickBooks Online offers a sample company file that you can use to test the software and get a feel for how it works. This allows you to try out the software with sample data before converting your actual QuickBooks Desktop file.
