In my experience, it is rarely a good idea to convert from QuickBooks Enterprise to QuickBooks Online, mainly because QuickBooks Enterprise users tend to use these features:
- Custom/Advanced Reports
- Sales Orders (managing inventory backorders)
- Partial Purchase orders received
- Separate Item receipts from vendor bills with Inventory Items
- Manufacturing / Inventory Assemblies
- Automatic Purchase Order generation based on Min/Max Inventory levels
- Payroll Job Costing
- Estimates vs. Actuals and Percentage to Completion tracking
- Specific roles/permissions for users with access restrictions to certain areas of QuickBooks
All of these things above, QuickBooks Online does not do too well or not at all! However, if you still want to convert your data file from QuickBooks Enterprise to Online, follow these instructions:
- Make sure the company file is not in a SERVER… The file needs to be saved into your local hard drive (like your “C: Drive” or your desktop)
- Open the QuickBooks Enterprise file as Admin
- Press CTRL+1 on the keyboard, and you will see the Product Information Screen
- Press CTRL B+Q on the keyboard
- Press OK to close the product information screen, if it is still up
- the Login screen to QuickBooks Online will open automatically, use your credentials to login (NOTE: if you have not created a QuickBooks Online account yet, go to http://hectorgarcia.com/qb to setup a new account with a free 30 day trial)
- Click on “Replace My Existing Company File” and choose your newly created account, then click OK and choose “All Company data”
- Wait 1 hour… and then login to QuickBooks Online
- Lastly, you can compare the Balance Sheet and Profit & Loss from both files with ALL DATES and in ACCRUAL BASIS; If there is no difference, then you can be confident the conversion went smoothly. But if there is a material difference, you may want to hire us, to help you navigate those changes, make adjustments, etc… Call 954-414-1524 or email: hector@qbkaccounting.com for an appointment
Resources:
- Converting from Desktop to Online 50-point Checklist:
https://qbkaccounting.com/quickbooks-desktop-quickbooks-online-50-point-checklist/ - Intuit’s conversion article for QuickBooks Enterprise
https://community.intuit.com/articles/1145447-import-into-quickbooks-online-from-quickbooks-enterprise - Importing from QuickBooks Pro/Premier
https://community.intuit.com/articles/1145375-import-into-quickbooks-online-from-quickbooks-desktop-for-windows-us-only - Importing from Mac
https://community.intuit.com/articles/1249213-import-into-quickbooks-online-from-quickbooks-desktop-for-mac
