Migrating from QuickBooks Desktop to Quickbooks Online can be a long and tedious process. It's also very confusing for most users, which is why it takes them a long time to complete the transition.
We have a solution. Our team of certified conversion experts will help you convert your Quickbooks Desktop data into the cloud seamlessly, quickly, and affordably.
Why Choose Quickbooks Online over QuickBooks Desktop?
QuickBooks Online offers many advantages over QuickBooks Desktop. Here are some of the most important reasons:
- Quickbooks Online is always up-to-date.
- QuickBooks Online is cloud-based, so you can access it from any device with an internet connection.
- QuickBooks Online is more secure than QuickBooks Desktop.
- QuickBooks Online is easier to use and navigate.
- QuickBooks Online is less expensive than QuickBooks Desktop.
- QuickBooks Online offers more features than QuickBooks Desktop.
QuickBooks Desktop to Quickbooks Online Conversion Process
Our QBO Converter will walk you step-by-step through the entire conversion process, making sure that everything goes smoothly as possible. You'll be able to migrate all of your data quickly and easily with our simple interface!
All it takes is 3 easy steps… 1) Upload 2) Select 3) Convert!
- Chart of Accounts(We do custom mapping as well)
- Customer Details
- Supplier Details
- Opening Account Balances
- Aged Receivables
- Aged Payables
- Bank Transactions (Includes Invoice payments, Bill payments, and other Bank Transactions) (All Bank Transactions reconciled as it was done in QuickBooks Desktop)
- Credit Card (converted as QuickBooks Online Bank Accounts)
- Invoices and Credit Notes Detailed (We are only able to export Descriptions for those invoices which contain item/products)
- Bills (We are only able to export Descriptions for those invoices which contain item/products)
- All Manual Journals
- Inactive Contacts/Accounts can be brought over on special request
- The entire conversion and matching of Reports are done on ACCRUAL Basis.
- We make our best attempt to give you the exact image of your QuickBooks Desktop data, however, due to the limitations of few fields which are different in QuickBooks Desktop and QuickBooks Online, we might have to use some workarounds to bring the transactions
- Expense Claims
- JOBS
- Track Inventory
- Payment Terms
- Deleted/Void Transactions
- Transaction lines with Nil Values
- Individual Pay Runs for the conversion period
- Sales Rep
- Customer Jobs
- Attachments
- Unreconciled Transactions
- Allocation of Invoices or Bills against credit notes
- We are specialist in converting core financial information and we try our best to bring the other non-financial information as well, however, because of the limitation of APIs of both software’s, we might not be able to get few fields
- Chart of Accounts - Inactive Accounts, if used in QuickBooks Desktop in the conversion period are turned as Active Accounts in QuickBooks Online
- Open Receivable and Payable Invoices shall contain only single line showing the unpaid balance of Invoice in QuickBooks Online
- Custom Sales Tax Rates are converted into standard Sales Tax Rate with "Tax Adjustment" entry as a separate line item in QuickBooks Online
- Inter Bank Transfers may be converted through a Clearing Account in QuickBooks Online
- We bring inventory details like name, code, description, sales account, purchase account, sales price, purchase price etc. Since we don’t do tracked inventory, as part of the migration, we import all the items as "non-inventory" type in QBO and after the completion of the migration, you need to manually change the type from 'Non-Inventory' to 'Inventory' and add the quantity on hand manually for each item
- Blank Bill reference Numbers and Invoice reference Numbers:- In case we find any invoice or bill without a number, we use a dummy number example for Bills:- Bill1, Bill2 and for Invoices - Inv1, Inv2.
- Duplicate reference Number in bank transactions or invoices/bills:- In case we find duplicate reference numbers then we use transaction numbers instead of reference numbers or make the numbers unique by appending an extra character with a hyphen
- Limitation of Reference number:- QBO have limitations of 20 characters for Reference number thus for the reference numbers more than 20 characters we have to trim them to 20 characters.
QuickBooks Desktop Chart of Accounts
QuickBooks Online Chart of Accounts
QuickBooks Desktop Customer
QuickBooks Online Customer
QuickBooks Desktop Vendor
QuickBooks Desktop Purchase Bill
QuickBooks Online Purchase Bill
QuickBooks Desktop Sales Invoice
QuickBooks Online Sales Invoice
QuickBooks Desktop Invoice Payment
QuickBooks Online Invoice Payment
QuickBooks Desktop Bank Spend Money
QuickBooks Online Bank Spend Money
QuickBooks Desktop Bank Receive Money
QuickBooks Online Bank Receive Money
QuickBooks Desktop Inter Bank Transfer
QuickBooks Online Inter Bank Transfer
QuickBooks Desktop Journal
QuickBooks Online Journal