If you are a QuickBooks Desktop user and want to add more flexibility to your working environment then in that case migrating to the QuickBooks Online would be a better choice for you. However the process of migration from QuickBooks Desktop to QuickBooks online is not an easy task.

Today in this article we will describe the complete procedure through which you can migrate data from QuickBooks Desktop to QuickBooks online using Data Migration tool.

QuickBooks data migration tool can help you to move your data from various QuickBooks versions and file types to QuickBooks Online. This includes QuickBooks Pro, Premier, Enterprise, and Desktop for Mac, as well as different file formats like .QBW, .QBM, and .QBB. It is a very useful software for accounting professionals without QuickBooks Desktop who need to assist clients in switching to QuickBooks Online. Before you start the migration process one thing you must keep in mind is that the desktop version should be from 2011 or later.

Checklist before you start the migration process

Now before you start the data migration process from QuickBooks desktop to QuickBooks online there are some things which you must check before hand so that you can ensure a smooth data migration process and you may not get in to any kind of trouble later on.

1. You will have to make sure that your chart of accounts is current and accurate.
2. You must insure that the balance sheet should include the latest tax return and then you should reconcile your bank and credit statements regularly.
3. You must Sort and categorize any open transactions.
4. You must pay all outstanding invoices promptly.
5. You must ensure that all pending payroll runs and payroll tax payments are completed.

How to Migrate data from QuickBooks Desktop to QuickBooks Online

If you follow the steps that we have described below then the process of data migration to QuickBooks Online will be very easy for you.

1. First of all you will have to run the QuickBooks Migration Tool. After that you must select the correct version of the QuickBooks Desktop that has been installed on your computer.
2. If you are not a Windows user and you are running QuickBooks on your Mac then in that case you must first convert your QuickBooks for Mac file to QuickBooks for Windows.
3. Now after you have completed the above steps then you must click on the option which says get started.
4. Now it is the time to get your company file uploaded to QuickBooks Online. In order to do so first of all you will have to browse and select the concerned file however you will also get the option to drag and drop the files.
5. You can only migrate one file at one point of time from QuickBooks Desktop to QuickBooks Online.
6. After you see the message of Upload Successful on your screen you will then get an option to migrate your data to QuickBooks online.

Conclusion

We hope that our article on QuickBooks migration tool was helpful to you and you were able to migrate from QuickBooks Online to QuickBooks Desktop successfully. Above in this article we have enlisted some of the things that you must check before you start the data migration process from QuickBooks Desktop to QuickBooks online. If you still have any kind of doubt regarding the process or the methods that we have described in this article then you can comment down you Query below and we will try to resolve your query as soon as possible.