There are multiple benefits of migrating to QuickBooks Online. Migrating to QuickBooks Online can help to streamline your accounting processes but it is essential to prepare properly before starting the migration process. You must have your chart of accounts balances accurate and up to date and fulfil certain other prerequisites before starting the process to Migrate to QuickBooks Online.
In this Guide we have provided all such necessary data that will help to complete the migration process all by yourself without any kind of hassle.
Things which you may do before Starting the Migration Process
There are certain things that must be done before heading to the migration process. You must ensure that your chart of accounts balances are accurate and up to date. Your balance sheet should reflect the latest tax return and you must reconcile bank and credit statements, categorize the open transactions, and pay all outstanding invoices and payroll taxes.
There are certain other things which you must check before you start the process such as after running payroll you must wait 2-3 days for data transfer before migrating. You must deactivate or terminate any employees who are no longer working and are unpaid this year.
How to Migrate to QuickBooks Online?
After you have made all the necessary changes and fulfilled all the prerequisites you are now ready to Migrate to QuickBooks Online. Today in this data migration process we are going to use an Online tool which will help you to migrate your accounting data from QuickBooks desktop to QuickBooks Online.
· In the first step you will have to download and install the Online tool which will help you in the process of Data Migration from your QuickBooks Desktop to QuickBooks Online.
· After you have downloaded and installed it, run it on your computer.
· First of all you will be required to select the correct version of QuickBooks desktop that you are using. You will have to choose between different options such as QuickBooks Enterprise, Mac, pro or Premiere.
· Now here is a catch if you are a Mac user then first of all you will have to convert your Company file to QuickBooks Windows File.
· After you have completed all the above described steps you need to click on Get Started.
· When you click on Get Started you will be asked to log in to your Intuit Account to get all the access.
· In the next step after you have completed the Sign in you will then have to upload your company file to the server.
· You can drag and drop to upload one file at a time to the QuickBooks servers.
· When the file is successfully uploaded to the server then you need just click on the option that will come to your screen.
· It will say Move it to QuickBooks Online. After you give your consent to it. Then you will be asked certain questions and given certain instructions.
· Now you have successfully migrated to QuickBooks Online.
Conclusion
So you saw that migrating to QuickBooks Online is a straightforward process when you follow the necessary steps and use the appropriate tools. All you need to do is to prepare your data and ensure that all prerequisites are met. By following this guide you can ensure a successful migration process allowing you to take advantage of QuickBooks Online features for better financial management and operational efficiency and access of your data from any location in the world. If you have any kind of doubts or are still stuck in the process then you can contact us on our helpline number +1-844-926-4607.
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