How To Export Your QuickBooks Desktop Company File | QuickBooks US Tutorial

How To Export Your QuickBooks Desktop Company File | QuickBooks US Tutorial

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so you’re ready to switch from your old
QuickBooks to QuickBooks Online great first you need to export your QuickBooks
desktop company file to quickbooks online doing this export doesn’t change
or harm your QuickBooks desktop company file it just copies it and adds the copy
to your quickbooks online account you can still use QuickBooks desktop just
like you always have if you need to run payroll or make tax payments do these
tasks in desktop before you export your company file start off in your existing
QuickBooks desktop file check to see if you’ve got export into quickbooks online
in your company men you don’t see export in the menu then go to help update
quickbooks to install the latest software updates the update can take a
while to download especially if you’re on an older version after the upload
finishes quit out of QuickBooks next reopen QuickBooks when you see the
pop-up that tells you to install the updates click install now when you get
to the home page check the company menu again and choose export to QuickBooks
Online if you have a QuickBooks Online account sign in if you don’t have a
QuickBooks Online yet now is a great time to create one if you have a lot of
data in your company file the export may look like it’s frozen be patient it may
take several minutes before you get to the confirmation screen
when quickbooks online finishes importing your desktop company file you
get an email follow the link in your email to sign in to make sure all your
data came into online correctly you need to run a couple of reports in both your
online and desktop accounts and compare them first run your profit and loss
reports click customize and choose all dates and accrual make the same choices
in your desktop company file even if you do cash basis accounting you need to use
accrual on these projects just this once to make sure your data transferred
correctly next run balance sheet reports on both online and desktop use all dates
and accrual the same as you did for profit and loss now compare the profit
and loss reports to each other and the balance sheet reports to each other if
they match great your data all came into online correctly now it’s your turn open
QuickBooks desktop to get started exporting your company’s file into
quickbooks online

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