I’ve got you covered in switching from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), @Dey. I’ll gladly walk you through the steps and share details before getting on the online version.
When availing of one of our QuickBooks Online products, I suggest checking out our official website to see features that perfectly fit your business. Also, available features are outlined from there. Please visit this site for reference: QuickBooks Online Plans & Pricing.
After that, If you still have the supported version of QBDT, the first thing we should do is to make sure that your QuickBooks is up-to-date, and the total targets should not exceed 750,000 for it to be converted to QBO. Also, please take note that there may be differences after you move your data. Learn what does and doesn’t move to QuickBooks online.
Once done, you can refer to Step 2: Move your QuickBooks Desktop file to QuickBooks Online and refer to what specific edition of the product you’re using to start moving your file. Then, you can get your QBO file ready by following the video guidelines in Step 3: Get ready to use QuickBooks Online in this article: Move your QuickBooks Desktop file to QuickBooks Online.
However, for QuickBooks 2020 version or older, you can move your data to QuickBooks Online with an online tool.
For future reference, get to know more about QBO and the simple navigation of the product. Concerning adding another company, I have also added a helpful resource that will guide you through it: Create or add another company file to QuickBooks Online.
I’m always available whenever you need further assistance on your migration process. Also, if you have future questions about our online version of the product, please don’t hesitate to post them here. Have a good one!
