Whether to convert QuickBooks Desktop to QuickBooks Online is a personal decision based on one's business needs. Businesses that do not need to track product inventory may find QuickBooks Online a better option. Users who find desktop features unnecessary for job costing and progress invoicing may prefer to switch to QuickBooks Online. There are many reasons to switch from QuickBooks Desktop to QuickBooks Online, which we will discuss in detail below, as well as how to convert your QuickBooks Desktop Company file to QuickBooks Online.

What to do before converting QuickBooks Desktop to QuickBooks Online?

There are few steps you should follow before starting the process of migration. These are as-

Step 1- Create Backup of your Company file.

• If you are using QuickBooks Desktop multi-user mode then first you need to switch it to the Single-user mode.
• For this go to the file menu and select single-user mode.
• Now create our backup of your company file for this process go to the File menu and select Create Backup then click Local backup.
• In Local Backup section select browse then select the location where you want to save your backup of company file.
• A test is run to make sure your backup file is correct before you save it. If you encounter any problems, see our Troubleshooting section.
• When you are ready for the process select OK to proceed.
• Click on save it now and next. When your backup completes a confirmation message displays on the screen.

Step 2- Update your QuickBooks Desktop

• Open QuickBooks Desktop.
• Go to the Help menu.
• Select Update QuickBooks Desktop.
• Click on Update Now.
• Select Get Updates and close it.
• Restart your system.

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