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Mastering QuickBooks 2020

You're reading from   Mastering QuickBooks 2020 The ultimate guide to bookkeeping and QuickBooks Online

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Product type Paperback
Published in Dec 2019
Publisher Packt
ISBN-13 9781789955101
Length 332 pages
Edition 1st Edition
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Author (1):
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Crystalynn Shelton Crystalynn Shelton
Author Profile Icon Crystalynn Shelton
Crystalynn Shelton
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Table of Contents (19) Chapters Close

Preface 1. Getting Started with QuickBooks Online FREE CHAPTER 2. Company File Setup 3. Migrating to QuickBooks Online 4. Customizing QuickBooks for Your Business 5. Managing Customers, Vendors, Products, and Services 6. Recording Sales Transactions in QuickBooks Online 7. Recording Expenses in QuickBooks Online 8. Managing Downloaded Bank and Credit Card Transactions 9. Report Center Overview 10. Business Overview Reports 11. Customer Sales Reports in QuickBooks Online 12. Vendor and Expenses Reports 13. Managing Payroll in QuickBooks Online 14. Managing 1099 Contractors in QuickBooks Online 15. Closing the Books in QuickBooks Online 16. Handling Special Transactions in QuickBooks Online 17. Shortcuts and Test Drive 18. Other Books You May Enjoy

Converting from QuickBooks Desktop data to QuickBooks Online

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.

Checking the target count

The current data limit...

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