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.
(Follow the same for all the transaction types).
#Quickbooks desktop help license
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 Step 1 Sign up for access to a QuickBooks educator license Step 2 Login to the educator portal using your new login credentials, and be sure to bookmark this page Step 3 Watch the 'How the Educator Portal Works' video Ready to sign up Click here for guided instructions.
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