how to upgrade quickbooks pro 2014 to 2017

Most information from QuickBooks Desktop will transfer automatically to QuickBooks Online, although some features in Online are named differently and might not work exactly the same.

QuickBooks provides a list of Desktop features and a description of how those features will transfer to QuickBooks Online. The steps discussed in this article are for converting a QuickBooks Desktop file to QuickBooks Online from QuickBooks Desktop Pro, Premier, and Accountant. For QuickBooks Mac, you can follow Intuit’s conversion instructions for QuickBooks Mac. Use the following seven steps to convert QuickBooks Desktop to QuickBooks Online: If you use QuickBooks Enterprise, Intuit also has conversion instructions for QuickBooks Enterprise. Tip: Exporting lists from Desktop and importing them into Online is only necessary if you were unable to convert your Desktop file using the seven steps above. If your conversion was successful, you’re done.Īn alternative to converting your Desktop file to an Online company is to export important lists from your QuickBooks Desktop company and import them into your QuickBooks Online company.įor instance, this may happen if you have over 350,000 targets or your desktop file is corrupt. This will transfer your chart of accounts, customers, vendors, products, and services. However, you can’t transfer past transactions in this manner, so you’ll need to input beginning balances. Transferring lists from QuickBooks Desktop to QuickBooks Online is a two-step process. First, export the lists from Desktop as an Excel spreadsheet.

How to upgrade quickbooks pro 2014 to 2017