![]() ![]() In the table below, we've noted the equivalent transactions and lists for QuickBooks Online and QuickBooks Desktop. Note: If there are any issues during import an error may display after the import process. Importing your data into Quickbooks onlineģ) Select your spreadsheet which has the invoices that you want to import.Ĥ) Select the QuickBooks entity (Suggest you import the lists first and the transactions)ĥ) Set up the Mapping of the columns in your Import file to the corresponding fields in QuickBooks. Were an accounting firm here and were recommending to a lot of our clients to buy the 2020 version. That means it will stop working if you dont renew your subscription. (Follow the same for all the transaction types). Oct 14th, 2021 at 8:36 AM The new version of QuickBooks is subscription based. Note: For seamless migration, we've broken it down into easy steps.ġ) You need to have a valid license for 'SaasAnt Transactions (Desktop)' (QuickBooks Desktop) and an active subscription for 'SaasAnt Transactions (Online)' (QuickBooks Online)Ģ) Admin privileges are needed to convert the data from QuickBooks Online to QuickBooks Desktop.ģ) Create Necessary Sales tax Items and Sales tax group Items in the QuickBooks Desktop file.Ĥ) Enable the Multi-currency feature in the QuickBooks Desktop file if it is enabled in QuickBooks Online.ġ) Launch "SaasAnt Transcation ( Desktop )".ģ) Select QuickBooks Transaction/List Type" as one of the values based on the below table (an equivalent entity of QuickBooks Desktop) and the Date Range and click search.Ĥ.) Once you have the search result, Click on the Download button and save the file. The data from QuickBooks Desktop will be exported into a CSV file using "SaasAnt Transactions (Desktop)" and the exported file will be imported using "SaasAnt Transactions" for QuickBooks Online. In this article, you can find all the information you need to migrate your account data from QuickBooks Desktop into QuickBooks Online. Transfer/ Migrate Data From QuickBooks Desktop to QuickBooks Online ![]()
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