Article: Seamlessly Transition from QuickBooks Desktop to QuickBooks Online with Wuzy
Seamlessly Transition from QuickBooks Desktop to QuickBooks Online with Wuzy
Are you thinking if switching to QuickBooks Online? Get QuickBooks Online from Wuzy at an exclusive discount today and follow this article how to migrate!
Migrating from QuickBooks Desktop to QuickBooks Online can streamline your business operations, offering real-time data access, simplified collaboration, and enhanced tools. Whether you prefer expert assistance or want to handle the transition on your own, QuickBooks Online makes the process straightforward.
Here’s a step-by-step guide to help you move your data and start using QuickBooks Online effectively.
Let Wuzy Help You Move Your Data
Take the stress out of migration by letting experts assist you—at no additional cost.
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Get Answers Along the Way:
- The support team will assist you in moving your data seamlessly and address any questions you may have.
Move Your Data on Your Own
Prefer to take control? Follow these steps to transition your data independently.
Step 1: Subscribe to QuickBooks Online
First, subscribe to QuickBooks Online. Once you’re set up, visit our how-to video section for additional support.
Step 2: Prepare Your QuickBooks Desktop File
Proper preparation ensures a smooth migration. Follow these pre-move steps:
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Update QuickBooks Desktop:
- Ensure your software is up-to-date for compatibility with QuickBooks Online.
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Streamline Your Data:
- Mark inactive customers, vendors, or accounts to reduce unnecessary data.
- Delete or void unbilled charges and unbilled time tied to inactive records.
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Check File Size:
- The total number of “targets” in your file (links between transactions) must be under 1.2 million.
- Press Ctrl+1 or F2 to view your target count. If it exceeds the limit, condense your data or start with a fresh file.
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Save Key Reports:
- Save a Sales Tax Liability Report for reference.
- Go to Reports > Vendors & Payables > Sales Tax Liability.
- Select All Dates and save the report as a PDF.
- Save a Sales Tax Liability Report for reference.
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Reconcile Bank Transactions:
- Categorize and reconcile all bank and credit card transactions through Bank Feeds Center.
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Handle Payroll (If Applicable):
- Deactivate terminated employees and ensure all active employees’ profiles are updated.
- Wait 2–3 days after your last payroll run to begin migration, and move data at least a few days before your next payroll.
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QuickBooks Payments:
- Ensure your QuickBooks Online Admin email has Admin-level permissions on the QuickBooks Desktop Intuit account.
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QuickBooks Time Users:
- Contact support for help setting up your account in QuickBooks Online.
Step 3: Move Your Data
Choose the tool that best fits your needs:
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Migration Tool Built into QuickBooks Desktop:
- Ideal for users with QuickBooks Desktop 2022 or newer.
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Web-Based Migration Tool:
- For QuickBooks Desktop 2021 or older, or if you don’t have access to your Desktop version.
Step 4: Get Started with QuickBooks Online
Before diving in, visit the Move from QuickBooks Desktop to QuickBooks Online Resource Center. Schedule a one-hour call with an expert to get your questions answered, receive a walkthrough of QuickBooks Online, and learn how to handle everyday tasks.
Once ready, set up your new QuickBooks Online account:
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Connect Your Bank and Credit Card Accounts:
- Automatically download transactions for real-time reconciliation.
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Create and Send Invoices:
- If you track sales tax, set up location-based sales tax first.
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Track and Pay Bills:
- Learn how to manage bills in QuickBooks Online for better organization.
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Set Up Payroll:
- Follow the guide to run payroll seamlessly in QuickBooks Online.
Why Choose QuickBooks Online?
- Real-Time Data: Access your financials anytime, anywhere.
- Streamlined Collaboration: Easily share access with your accountant or team.
- Enhanced Features: Enjoy tools like automated bank feeds, robust reporting, and mobile access.
Ready to make the switch? Get QuickBooks Online from Wuzy at an exclusive discount today and follow this article how to migrate!