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How To Convert Your QuickBooks Desktop File To QuickBooks Online


Simple suggestions to Convert Your QuickBooks Desktop File To QuickBooks Online


The desktop type of QuickBooks business accounts software stores all of your company accounts records in a small business file on your desktop. Transferring this data to your QuickBooks Online service may seem like a daunting prospect, particularly if you have got many years worth of accounting data to move. However, you'll be able to import the QuickBooks company file which contains all this data to your QuickBooks Online service via your personal computer or laptop's internet browser. If you want to learn How To Convert Your QuickBooks Desktop File To QuickBooks Online then call our Experts.






For the transfer to exert effort correctly, QuickBooks says you ought to utilize the Microsoft internet browser browser with ActiveX controls enabled.



Copy the Company File

1. Launch the QuickBooks desktop program.

2. Press "F2" on your pc keyboard to start up the item Information window. Jot down or copy the name and directory location of one's company file displayed when you look at the File Information section of the window.


3. Open the corporation file in QuickBooks. If prompted, enter your administrator password.

4. Click "File," "Utilities" or "Maintenance" and then "Copy Company apply for QuickBooks Online."

5. Enter a name for the file and select a directory location on your desktop. Recall the directory location, as you is going to be needing this info to import the file into QuickBooks Online.

Enable ActiveX in Internet Browser

1. Launch Web Browser.

2. Click the "Tools" button due to the gears icon within the top-right corner from the screen and then select "Internet Options."

3. Click the "Security" tab within the dialog window and then click the "Internet" button within the Zone pane. Click the "Custom level" button.

4. Scroll to the "ActiveX controls and plugins" section.

5. Click the "Enable" button close to the following ActiveX controls:

Automatic prompting for ActiveX controls Binary and script behaviors Download signed ActiveX controls Run ActiveX controls and plugins Script ActiveX controls marked safe for scripting


6. click in the "OK" button.

7. click on the "Advanced" tab and then clear the "Try not to save encrypted pages to disk" check box when you look at the Security section.

8. Click the "Apply" button and then click "OK."

9. Close and restart web browser.

Import the Company File

1. Sign in to your QuickBooks Online account.

2. Click the "Company" tab in the primary menu and then select "Import QuickBooks Desktop Data" through the drop-down menu.

3. Go to the located area of the company file you saved earlier. Click to choose the file and then go through the "Open" button.

4. Follow the steps once you glance at the onscreen import interview window that launches automatically. With this particular process you will need to enter basic information about your company, such as email address and bank details.

5. Wait for around 24 hours for QuickBooks to do the import process. You could receive a contact when the process is complete.


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