Skip to main content

How to Convert QuickBooks Enterprise to QuickBooks Online

· 3 min read
Debits

Introduction to Converting QuickBooks Enterprise to Online​

Migrating from QuickBooks Enterprise to QuickBooks Online is a significant step for businesses looking to take advantage of cloud-based accounting solutions. This guide outlines the process to convert your data from QuickBooks Enterprise to QuickBooks Online, ensuring a smooth transition with minimal disruption to your financial operations.

Preparing for the Conversion​

Before initiating the conversion process, it’s crucial to prepare and ensure that your QuickBooks Enterprise data is ready for migration.

Key Preparation Steps​

  1. Check Compatibility: Verify that QuickBooks Online can support your business needs, as some features in Enterprise may not be available in QuickBooks Online.
  2. Update QuickBooks Enterprise: Ensure that your QuickBooks Enterprise is updated to the latest release to facilitate a smooth conversion.
  3. Clean Up Data: Review your data for any inconsistencies or errors and perform necessary cleanups. This might include reconciling accounts, removing any inactive accounts, and verifying data integrity.

Conversion Process from QuickBooks Enterprise to Online​

Converting your accounting system involves a few critical steps that need to be carefully followed.

Detailed Conversion Steps​

  1. Create a QuickBooks Online Account: If you don't already have one, sign up for QuickBooks Online, choosing the plan that best fits your business needs.
  2. Prepare QuickBooks Enterprise for Export: Open your QuickBooks Enterprise, go to the ‘Company’ menu, select ‘Export Company File to QuickBooks Online’.
  3. Enter Credentials: You will be prompted to enter your QuickBooks Online login credentials to start the transfer process.
  4. Select the Company: Choose the QuickBooks Online company you want the data to be transferred to or create a new company file if necessary.
  5. Start the Transfer: Initiate the transfer and wait for the data to upload. Depending on the size of your company file, this might take some time.
  6. Review Your Data: Once the data transfer is complete, log into your QuickBooks Online account to review your data. Check to ensure that all financial data, such as reports, balances, and transactions, reflect accurately in QuickBooks Online.

Post-Conversion Tips​

After successfully converting to QuickBooks Online, there are a few additional steps to ensure everything is set up correctly.

  1. Set Up Features and Preferences: Configure settings and preferences in QuickBooks Online to match your business operations. This includes setting up users, permissions, and any necessary integrations.
  2. Train Your Team: Educate your team on how to use QuickBooks Online. QuickBooks offers a variety of training resources that can be beneficial.
  3. Monitor and Adjust: In the first few weeks, closely monitor the system to address any issues promptly. Adjust workflows as necessary to optimize the use of QuickBooks Online.

Conclusion​

Transitioning from QuickBooks Enterprise to QuickBooks Online allows businesses to leverage advanced cloud capabilities for enhanced accessibility and collaboration. By following this guide, you can ensure a successful conversion of your business’s financial data to QuickBooks Online, paving the way for improved operational efficiency.