Now that you are familiar with most of the limitations of converting data from QuickBooks Desktop to QuickBooks Online, we will walk through the steps on how to convert your data from QBD to QBO. There are seven primary steps involved with converting data from QuickBooks Desktop to Online:
- Checking the target count
- Creating a QuickBooks Online account
- Backing up your QuickBooks Desktop file
- Checking for updates
- Running the QuickBooks Desktop conversion to the QuickBooks Online tool
- Logging in to QuickBooks Online
- Verifying that all of your data was converted
Let's take a look at each of these steps, one by one.