Simple Steps to Convert QuickBooks Enterprise to Online

QuickBooks Enterprise solutions will be perfect for small businesses. As we know, this solution is the edition of QuickBooks Desktop. So, you might be facing issues in accessing your QB Enterprise account from outside. Since this does not permit you to run the software from anywhere. Hence, if you have made up your mind to convert Enterprise to Online, you can avail the exciting features of QBO that you might not be experienced in QuickBooks Enterprise. We want to tell you that there is a conversion tool placed in the QuickBooks Desktop that helps you to convert QuickBooks Enterprise to Online.

There might be various reasons due to which you decide to convert QuickBooks Enterprise to Online. But, there is a limitation in converting QuickBooks Enterprise to Online, you are unable to convert all the data of QuickBooks Enterprise to Online. For instance, you can’t import the data of recurring credit card charges, reconciliation reports, Audit Trails, and memorized reports.

What should you have to convert QuickBooks Enterprise to QuickBooks Online?

Before you convert QuickBooks enterprise to online, the following requirements should necessary to be fulfilled:

1. You should have any latest version of Internet Explorer 10.
2. A proper Internet Connection will be required.
3. You must have the subscription of QuickBooks Plus or Essential version.
4. QuickBooks Company file can only be converted when it is not older than 60 days (after signing up to QuickBooks online).
5. The user must have the Administrator rights to access QuickBooks Online.

After knowing the requirements of converting QB enterprise to online, you have to check the file is eligible to convert or not.

Steps to check the eligibility of the company file

1. Launch the QuickBooks Enterprise.
2. Run the Product Information window by pressing the F2 key or Ctrl + 1.
3. Now, you need to check the Total Targets which should be less than 350,000.

NOTE: Copy the file for OE QuickBooks Online and save it with OE QuickBooks Extension on the desktop.

How to convert QuickBooks Enterprise File to online?

The following are the steps to convert QuickBooks Enterprise to online. Though, converting QuickBooks Enterprise to QBO is more challenging as compare to QuickBooks Premier or Pro. After converting the copied file for OE QuickBooks online, you are required to save it with OE Extension. However, we have tried our best to make it simple through the following steps:

Step 1: Update your QuickBooks Desktop Software

1. First of all, choose the Help tab and click on Update QuickBooks.
2. Now, you have to wait till the updates have been downloaded into QuickBooks.
3. Click on Exit in the File tab.
4. Launch the QuickBooks Desktop and choose Install Now under the QuickBooks Update Service window.

You May Also Read About - QuickBooks Clean Install Tool

Step 2: Import QuickBooks Enterprise Data to QuickBooks Online.

1. You need to log in as an Administrator to the company file that you need to import.
2. Open the Product Confirmation window by pressing Ctrl + 1. After that, you need to press Ctrl + B + Q.
3. Choose to Start your export.
4. You have to Sign in to your QuickBooks Online account as the Admin.
5. Now, if you manage inventory in QuickBooks Enterprise, then go through the following steps:
6. Choose Yes to open them and specify the as of date.
7. Click on No if you will be setting up new items later in QuickBooks Online.
8. Click on Choose an online company and select the QuickBooks Online Company that you need to replace with your company file.
9. You need to click on Continue.
10. Select Agree under the text field.
11. After that, choose Replace.
12. Click on Yes, go ahead and replace the data and choose Replace.

Step 3: Setup the QBO Account

1. Run the Export to QuickBooks Online window and choose OK, got it. Then, you will get a confirmation email on your email address by QuickBooks.
2. Check the email which implies that “Congratulations! Your data is now accessible on QBO”.
3. Choose to Continue to Account Setup.
4. In the end, you will have all your data on your QuickBooks Online.

Step 4: Verify the Imported Data in QBO

After converting QuickBooks Enterprise to QuickBooks Online, you need to verify that all the necessary data should be available on QuickBooks Online. For this, you can follow the steps written below:

1. The exported data access any reports from the Balance Sheet, Profit and Loss, and other features.
2. Access the required Reports.
3. Now, you need to select Reports from the Date drop-down.
4. Click on All.
5. Select OK and check that all information is present in the report.

NOTE: We advise you to not to delete the QuickBooks Desktop Company File till all the necessary information is not available in QuickBooks Online. If you are thinking to convert QuickBooks Enterprise to QBO, then you must have Essential, Plus, or Advanced version of QuickBooks Online.

In Conclusion:

The above –mentioned steps will surely help you to convert QuickBooks Enterprise to Online. You will be provided with the simplest steps for the conversion of QuickBooks Extension to QuickBooks Online via this article. We suppose that you have converted the data into QuickBooks Online successfully. If you are experiencing any issues during the process of conversion or stuck at any step, then feel free to get in touch with us by dialing our QuickBooks 24/7 Support Phone Number 1-855-365-6O12.