Converting QuickBooks Enterprise to QuickBooks Online can seem like a daunting task, but with the right guidance, it can be a seamless transition. In this guide, we will take you through the step-by-step process of converting QuickBooks Enterprise to QuickBooks Online.
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Before we begin, it is important to note that you should have a good understanding of both QuickBooks Enterprise and QuickBooks Online before attempting to convert your data. Additionally, you should make a backup of your data before proceeding with the conversion process.
Step 1: Evaluate your current QuickBooks Enterprise data
Before converting your QuickBooks Enterprise data to QuickBooks Online, you should evaluate your current data to determine if there are any issues that need to be resolved before converting. This can include ensuring that all accounts are reconciled, all balances are correct, and that all data is up-to-date.
Step 2: Choose a conversion tool
QuickBooks provides a conversion tool that you can use to convert your QuickBooks Enterprise data to QuickBooks Online. The conversion tool can be accessed from within QuickBooks Enterprise, and it will guide you through the process of exporting your data and importing it into QuickBooks Online.
To access the conversion tool in QuickBooks Enterprise, follow these steps:
- Open QuickBooks Enterprise
- Go to the File menu and select Utilities
- Select Export
- Select Lists to IIF Files
- Follow the prompts to save the IIF file to your computer
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Step 3: Create a QuickBooks Online account
If you do not already have a QuickBooks Online account, you will need to create one before you can begin the conversion process. To create an account, follow these steps:
- Go to the QuickBooks Online website
- Click on the Get Started button
- Follow the prompts to create an account
- Once your account is created, you will be taken to the QuickBooks Online dashboard
Step 4: Import your QuickBooks Enterprise data into QuickBooks Online
Now that you have your IIF file from QuickBooks Enterprise, you can import your data into QuickBooks Online. To do this, follow these steps:
- Log in to your QuickBooks Online account
- Go to the Gear icon in the upper right-hand corner and select Import Data
- Select QuickBooks Desktop
- Select the version of QuickBooks Desktop that you are converting from (in this case, QuickBooks Enterprise)
- Follow the prompts to upload your IIF file
Step 5: Review and reconcile your data
After you have imported your QuickBooks Enterprise data into QuickBooks Online, it is important to review your data to ensure that everything was imported correctly. This includes reviewing account balances, reconciling bank and credit card accounts, and ensuring that all transactions are present and correct.
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Step 6: Update your preferences and settings
Once your data has been imported and reconciled, you will need to update your preferences and settings to ensure that QuickBooks Online is set up to meet your business needs. This includes setting up bank feeds, adding users and permissions, and setting up custom reports.
Step 7: Start using QuickBooks Online
Congratulations, you have successfully converted QuickBooks Enterprise to QuickBooks Online! Now that you are up and running, it is important to continue to keep your data up-to-date and to use QuickBooks Online to manage your business finances effectively.
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In conclusion, converting QuickBooks Enterprise to QuickBooks Online is a straightforward process that can be accomplished with a little planning and the right tools. By following these steps, you can convert your data quickly and easily, and start using QuickBooks Online to manage your business finances more efficiently.