The conversion tool is in the Company menu in QuickBooks Pro and Premier.

Setting Up For Quickbooks Mac To QuickBooks

Now its time to set them up Whether youre setting up a new client or moving your first client from QuickBooks Desktop or Mac to QuickBooks Online, the process is not as difficult as you may think.

This section is designed to walk you through the process, step by step, with easy-to-follow checklists.

Clients new to QuickBooks If your client is new to the QuickBooks family, setting up QuickBooks Online (QBO) is just a few clicks away.

This checklist starts by working from the QuickBooks Online Accountant (QBOA) dashboard.

You must be at the Your Practice screen or the workflows below will not be there.

New setup Create new QBO subscription QBOA Quick Create Client Follow prompts Choose subscription who will pay the subscription fees Pretty simple, right The new QBO file should already be listed on your client dashboard in QBOA.

Click the next to your clients company name to open the file.

There are some settings you will need to look at on behalf of your client.

Company Information Gear Your Company Account and Settings Company Import Lists (optional) Gear Tools Import Data Payroll Set Up Left Navigation Workers Employees Get Started Customize Sales Templates Gear Your Company Account and Settings Sales Connect Apps QBOA Apps Find Apps Connect QB Payments Gear Your Company Account and Settings Payments Connect Bank Feeds Banking Add Account Set up Users and permissions Gear Your Company Manage Users Converting clients from QuickBooks Desktop to QuickBooks Online If your client is a QuickBooks Desktop user, there is a wonderful conversion tool in both Desktop and Mac editions.

Once the conversion tool has done its job, there are additional steps.

For a detailed look at the steps outlined below, you can view a step-by-step demo of a conversion from QuickBooks Desktop to QuickBooks Online here.

NOTE: The conversion outlined here is a transition from Desktop Pro or Premier.

If you are converting from Enterprise or Mac, click these links to view additional conversion steps.

If you need more detailed information on this topic, look at Module 1 of the QBO Advanced Certification course.

This video with PDF guide Complex Conversions is available in your QuickBooks ProAdvisor tab or just click this link.

I would recommend watching this at least once for an overall understanding of what could or could not happen during a conversion.

Also, please be aware that if your clients want to convert inventory, they will be converting to FIFO costing in QBO.

Ive split the process into three phases: Pre-Conversion, Conversion and Post-Conversion.

Pre-Conversion This Pre-Conversion checklist starts by working from the QuickBooks Online Accountant (QBOA) dashboard.

You must be at the Your Practice screen or these workflows below will not be there.

From the Quick Create menu, you will be adding the client into QuickBooks Online Accountant.

Setting Up For Quickbooks Download The QuickBooks

Download the QuickBooks Online Conversion Checklist and follow all steps.

Conversion Go to QuickBooks Desktop and verify the file is ready to move over to QuickBooks Online.

Setting Up For Quickbooks For Mac