Open your QuickBooks Desktop file and press F2 to determine the total target count. The following are the seven steps to convert QuickBooks Desktop to QuickBooks Online. If you use QuickBooks Enterprise, Intuit also has conversion instructions for QuickBooks Enterprise.
For QuickBooks Mac, you can follow Intuit’s conversion instructions for QuickBooks Mac.
The steps discussed in this article are for converting a QuickBooks Desktop file to QuickBooks Online from QuickBooks Desktop Pro, Premier, and Accountant. QuickBooks provides a list of Desktop features and a description of how those features will transfer to QuickBooks Online. Most information from QuickBooks Desktop will automatically transfer to QuickBooks Online, although some features in Online are named differently and might not work exactly the same. You can read QuickBooks Online vs Desktop if you’re unsure of whether the switch to QuickBooks Online is right for your company. QuickBooks Desktop is usually faster for experienced bookkeepers, has more options available for dealing with inventory, and can report estimated vs actual job costs. Although we rated QuickBooks Online as the best small business accounting software, there are a few distinct advantages to QuickBooks Desktop over QuickBooks Online. The conversion from QuickBooks Desktop to Online is helpful for many business owners, but there are a few things you need to consider before making the switch. Things to Consider Before You Convert QuickBooks Desktop to Online Multiple companies can be set up under the same email address. If 60 days have passed, you can cancel your current subscription and set up a new QuickBooks Online company.
Take a look at this video on how to pay bills online with QuickBooks Desktop.Tip: You have 60 days from the beginning of your QuickBooks Online subscription to make a conversion from QuickBooks Desktop. Once the payment is processed, QuickBooks marks the bill as paid, for visual confirmation. Vendor payment details are securely recorded with Melio and not in the QuickBooks Desktop Company file. Separately, they can choose how their vendor will receive the payment - as a deposit in their bank account (ACH) or as a paper check. QuickBooks users can choose to pay their vendor bills by ACH, debit or credit card. Assign a specific day for the payment to be processed and sent. Optionally, on demand, users can select Sync Online Bill Payments from the menu bar to sync these details with the QuickBooks Company file.įeatures: Users can schedule vendor payments online from within QuickBooks.
As the charges are deducted from your funding source, QuickBooks will record the fee bill as paid. Note: If paying a vendor bill with a payment type that includes a separate processing fee, QuickBooks will create a vendor named Melio, and these charges will be added as a vendor bill. Optionally, from a displayed vendor bill, select Schedule Online Payment from the top right of the main ribbon. How to find it: From the menu bar, select Vendors > Pay Bills.
Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022 and all editions of Desktop Enterprise 22.0.