Our firm founders started using QuickBooks Desktop more than 20 years ago before the invention of cloud accounting. Over the past decade, many businesses have moved their business operations process into the cloud. There are lots of rumors out there that the cloud is not secure, and we find them to be false. Today, traditional office servers are more vulnerable to cyber attack than cloud servers, and they have fewer layers and measures of protection for your data. Cloud accounting is the way of the future. Let our experts help convert your books from QuickBooks Desktop to QuickBooks Online.

You Can Convert QuickBooks Desktop to QBO in the first 60 Days

You can import QuickBooks Desktop data within the First 60 days of starting a QuickBooks Online Company. Intuit offers a 30-day free trial of QuickBooks Online for those that want to try it before they buy it, and no credit card is required. Note that when we import your Desktop file it will replace your Online file and overwrite existing information entered. Your accountant will provide you with a checklist of action items for the conversion process and will inform you about the information that will not import with the conversion to QBO. The checklist will be uploaded into the From My Accountant folder.

If Your QuickBooks Desktop Version is Older than 2016, Download & Install Updated Trial

If you are using a version of QuickBooks Desktop that is older than 2016, you will download and install an updated trial and restore your company file in it for the conversion process. Do not register the trial version, as it can lock you out of QuickBooks. Please note that the installation and conversion will need to be done with Internet Explorer 11 (32-bit).Here is a link to Get Started.

Do Not Turn-On Payroll in QBO Prior to Desktop Conversion

We recommend that you do not attempt to convert from Desktop to Online if you have already turned on Payroll in QBO. The data will not convert properly, and errors will occur. Be sure to process any outstanding payroll and make payroll tax payments prior to conversion. Additionally, it is important to make sure that your accounting transactions are current, and your accounts are reconciled prior to creating the backup file for the conversion process.

Verify Your Sales Tax Filings are Current Before Migrating to QBO

You may need to make adjusting entries to sales tax filings after conversion. Verify your sales tax filings are current before we perform the migration. Your accountant will enter outstanding sales tax liabilities with this service.

Condense QuickBooks Desktop Files Over the 350,000 Target Limit

In order to convert to QuickBooks Online, your QuickBooks Desktop file must not exceed a total target limit of 350,000. If the file is over this limit, you will only be given the option to import your lists and balances when exporting. It’s advisable to condense your file to reduce the total targets amount so that your conversion can be done. Press Ctrl+1 to check Total Targets.

Only Plus or Advanced Subscriptions of QBO Can Import Inventory

Note that if you would like to import inventory from QuickBooks Desktop to QuickBooks Online, you will have to subscribe to QuickBooks Online Plus or QuickBooks Online Advanced. Also note that QBO uses the First-in-First-out (FIFO) accrual method for Inventory Asset value tracking. You must use the accrual accounting method if your business tracks inventory. Also note that only QuickBooks Desktop for Windows can export your current inventory quantities and values into QuickBooks Online. Be sure to let your accountant know if you plan to import inventory into QBO.

Review What Does Not Convert from QuickBooks Desktop to QBO

It is important to review and understand what does not convert from QuickBooks Desktop to QuickBooks Online. There are some key differences and features that do not convert to QBO. There are also differences with naming conventions and available fields between the two QuickBooks versions. Here is a link provided by Intuit’s QuickBooks Help Forum to review and find out more: What Does Not Convert to QBO

Create a Backup Copy of Your Updated QuickBooks Desktop File

With this service, we require that you provide your accountant with a backup copy of your fully updated QuickBooks Desktop File and provide your current Admin User ID and Password. The password can be changed after the conversion is complete if you choose. Your accountant will need login details in order to perform the conversion. They will also require that you create your QuickBooks Online account and send them an Accountant Invitation.

We Will Enter Transactions and Make Journal Entries in QBO

With this service, your accountant will enter transactions and make journal entries in your new QuickBooks Online account to ensure that your Financial Reports match between QuickBooks Desktop and QuickBooks Online. They will match your Balance Sheet, Profit and Loss, Statement of Cash Flows, Accounts Payable and Accounts Receivable Aging reports. They will also match your class, products, services, inventory, projects, employee, customer and vendor lists. Your accountant will make sure that any outstanding customer invoices, estimates, deposits, and payments are accurately recorded, and they will make sure that any outstanding vendor bills, bill payments and purchase orders are accurately recorded.

We Will Help Reconnect Bank, Credit Card, POS Accounts and Apps

With this service, your accountant will assist you via Amazon Chime to reconnect your bank, credit card, point-of-sale and other applications to your new QuickBooks Online account. Please note that our firm will never ask you for your login ID’s or passwords for your bank, credit card, point-of-sale or other connected applications, we do not manage or store this type of confidential information for privacy and security reasons.

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,


The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.