QuickBooks assists its users in importing invoices, along with handling transactions. You can stick to this guide, in order to learn the process to import invoices into QuickBooks online and QuickBooks desktop. QuickBooks import invoice service permits smooth transition from the previous application being used. It is very necessary for the user to know the right method to import invoices in QuickBooks, be it online or the desktop. One can easily import invoices from excel to QuickBooks directly.
If you want to learn the process to import invoices in QuickBooks online and desktop successfully, then in that case read this article carefully till the end. You can also contact our professionals for any sort of technical assistance at 1-844-521-0490. Our team professionals will ensure to answer all your queries immediately.
Importing invoices in QuickBooks online and desktop is pretty much easy, once you follow the above stated set of steps. However, if you are still unable to import the invoices successfully, then in that case feel free to contact our QuickBooks enterprise tech support team professionals at +1-844-521-0490. Our experts and certified professionals will ensure to provide you with immediate support services.
Want to move QuickBooks desktop file to QuickBooks online, but can’t decide where to start from? There are certain questions in QuickBooks desktop users, while they plan to switch to QuickBooks online. These questions include: whether you should migrate to QuickBooks online? Or What does and doesn’t convert from QuickBooks desktop to online? Also, how to prepare for migration? How to migrate your data? And a lot more. If you are also having any of these questions in your mind, then today’s article will surely be helpful to you. In this article, we will be answering all the questions in detail and will we be providing the readers with the entire process involved in moving QuickBooks desktop file to QuickBooks online. To know more, reading this article carefully is recommended.
The user can even have a conversation with our QuickBooks professionals and let them handle the situation on their behalf. Thus, do not think twice, just ring up to us at +1-844-521-0490, and we will provide you with the best possible solutions to all your queries.
No doubt, QuickBooks online and QuickBooks desktop are both powerful tools, but at times there are certain aspects that make deciding between the two easy for the user. Often company file plays the most important role in deciding which option is better between the two. The company file is basically the one that contains all the information about the business is stored, which includes inventory, employee information, customer lists, banking history, accounting records and much more.
When the companies are large, they have complex company files with extensive histories, large inventories, and large overall file sizes. In case the user is a QuickBooks enterprise user, then this might indicate that the user is having a large company and might not be a good candidate for migration based on the complexity of the company file.
The most important point to be noted here is that, the earlier mentioned statement doesn’t mean that the option to migrate to QuickBooks online is not for QuickBooks enterprise users. Large size company files might require additional setup in QuickBooks online. Moreover, if you are a small or medium sized company using QuickBooks desktop pro, premier, or premier accountant, then migrating to QuickBooks online is a great option for you and moreover the complexity of the company file will be relatively low.
There are certain features that the company needs to run the business, which the user needs to understand, before simply starting with the migration process. You can check out the chart below:
What can be converted from QuickBooks desktop to QuickBooks online?
At the time of transferring from QuickBooks desktop to QuickBooks online, the user can transfer much of the information from the company file, without having to re-enter it manually. Whereas, there can certain information that won’t be converted or transferred automatically with the company file.
Moreover, the information that will convert with changes might be handled differently in QuickBooks online, as compared to QuickBooks desktop and might demand certain adjustment after migration. It should be noted that the information that would not get converted will automatically get transferred with the company file and will require manual re-addition after migration.
Preparing for migration
Before the user jumps on to the migration steps, there are certain preparations that are to be made. Let us explore each of the things one by one:
Step 1: Backing up the company file
When a user is making use of QuickBooks desktop, backing up the data on a regular basis is necessary. Whereas, when it comes to QuickBooks online, the data is stored securely in the cloud, which cuts off the need to back up manually. In order to backup the data before migrating, the user needs to carry out the steps below:
In case the user is currently using multi-user mode, then it is recommended to move to the file menu. After which, selecting switch to single user mode is recommended.
And then, move to the file menu and also hover the backup company option. Also, select create local backup.
Once done with that, select local backup and also hit next
Moving ahead, choose browse in the local backup online section, and also select where to save the company file.
Also, set the number of backups to be kept, though it is not mandatory.
The user can run a test to ensure that the backup file is correct before saving it. In case any sort of issue is encountered, then carrying out troubleshooting steps is recommended
Moreover, the user needs to choose OK tab
And then, select save it now, and also hit next. Along with this, a confirmation message might display when the backup gets complete.
Steps to import QuickBooks desktop file to QuickBooks online
It should be noted that, you might require a trial version, so as to convert the file if you’re using a version older than 2018. The steps might vary for different QuickBooks desktop versions, so let us explore each one of them one by one:
QuickBooks Desktop Pro or Premier
If you are a QuickBooks desktop pro or premier user, then the steps below can be followed:
The user is supposed to firstly sign in as admin to the company file that is to be imported
And then, move to the company menu and also choose export company file to QuickBooks online
Once done with that, the user should choose start your export
Also, sign in as an admin to QuickBooks online company
In case the user is tracking inventory in QuickBooks desktop:
The user needs to select yes to bring them over and then specify the as of date
Also, choose no, in order to set up new items later in QuickBooks online
It should be noted that only QuickBooks online plus and advanced can track inventory. Moreover, both the plans use the FIFO method
The user is then required to select the choose online company dropdown and then select the QuickBooks online company to be replaced by the company file.
Moving ahead, the user should select continue
And enter agree in the text field and also choose replace
The last step is to select yes, go ahead and replace the data and also select replace.
QuickBooks desktop enterprise
If the user makes use of advanced features of QuickBooks enterprise, it is recommended to start fresh, as some of the data won’t get converted. In case the user wants to keep using these features in enterprise, then it is recommended to know more about cloud enabled QuickBooks desktop enterprise. Or user can also switch to QuickBooks online advanced, which possess powerful tools such as smart reporting and accelerated invoicing. The steps to be followed to import QuickBooks desktop enterprise file to QuickBooks online, are as follows:
At first, the user should sign in as admin to the company file to be imported
And then, the user should ctrl + 1 to open the product information window
The next step is to press Ctrl + B + Q and choose ok tab
Moving ahead, the user needs to select start your export, on the export window
Followed by signing in as admin to QuickBooks online company
The user is then required to select yes to bring them over and specify the as of date, if he/she tracks inventory in QuickBooks desktop
Or choose no, if you want to set up new items later in QuickBooks online
It should be noted that only QuickBooks online plus and advanced can track inventory. Also, both plans make use of FIFO method
Once done with that, the user needs to select choose online company dropdown, and then select the QuickBooks online company to be replaced by the company file
And also, select continue tab
The next step is to enter agree in the text field and also choose replace tab
Lastly, the user needs to select yes, go ahead and replace the data and also choose replace
If you have made up your mind to move your QuickBooks desktop file to QuickBooks online, then the above listed steps might be enough to successfully perform the required procedure. Still, if in case you have any query regarding the same, or if you get stuck at any point of time, then in that case don’t be hesitant in consulting our professionals right away.