If you’re a business owner or accountant looking to migrate QuickBooks Enterprise to Online, you’re not alone. As businesses grow, many find themselves seeking more flexibility and scalability, which is why QuickBooks Online (QBO) is becoming a popular choice. Whether you’re outgrowing the features of QuickBooks Enterprise or simply want to embrace the cloud for easier access and collaboration, migrating to QuickBooks Online offers a wide range of benefits.
But how exactly do you move from QuickBooks Enterprise to QuickBooks Online? Don’t worry—we’ve got you covered. In this guide, we’ll walk you through the process, highlight the advantages of making the switch, and provide you with expert tips to ensure a smooth transition.
Why Migrate QuickBooks Enterprise to Online?
QuickBooks Enterprise is a powerful tool for managing complex accounting needs, especially for larger businesses. However, as more companies move towards cloud-based solutions, many businesses are realizing the advantages of QuickBooks Online, including:
- Accessibility Anywhere: QuickBooks Online is cloud-based, meaning you can access your data from anywhere, at any time, on any device with internet connectivity.
- Automatic Updates: Unlike QuickBooks Enterprise, which requires manual updates, QuickBooks Online automatically updates, ensuring you always have the latest features and security.
- Scalability: Whether your team grows or your needs change, QuickBooks Online offers different plans to accommodate businesses of all sizes.
- Collaboration Made Easy: With QuickBooks Online, you can collaborate with your team and accountants in real-time, making it easier to manage financials as a team.
- Cost-Effective: QuickBooks Online typically offers a more affordable pricing structure than QuickBooks Enterprise, especially for smaller businesses or those just starting out.
Also Read: Top QuickBooks Enterprise Reports for Financial Management
How to Migrate QuickBooks Enterprise to Online
Migrating from QuickBooks Enterprise to QuickBooks Online may seem daunting, but the process can be straightforward with the right steps. Here’s a simple, step-by-step guide to help you make the transition smoothly.
Step 1: Prepare Your QuickBooks Enterprise File
Before beginning the migration process, it’s important to make sure your QuickBooks Enterprise data is clean and organized. Here’s how you can prepare:
- Backup Your Data: Always back up your QuickBooks Enterprise company file to ensure that you don’t lose any important data during the migration process.
- Review Your Financial Data: Check for any inconsistencies or errors in your data. This will help avoid transferring incorrect information to QuickBooks Online.
- Update Your QuickBooks Enterprise Version: Ensure you’re using the latest version of QuickBooks Enterprise, as older versions may cause issues during the migration process.
Step 2: Choose the Right QuickBooks Online Plan
QuickBooks Online comes in several plans, including Simple Start, Essentials, Plus, and Advanced. The plan you choose will depend on your business needs. Here’s a brief breakdown of each:
- Simple Start: Ideal for small businesses with basic needs.
- Essentials: Includes additional features like bill management and time tracking.
- Plus: Suitable for businesses that need more advanced features, like project tracking and inventory management.
- Advanced: Designed for large businesses with complex needs, including dedicated account support.
Take the time to evaluate your business’s needs before selecting a plan.
Also Read: How to Fix the QuickBooks Subscription Has Expired / Lapsed Error
Step 3: Use QuickBooks Online Migration Tool
QuickBooks offers a migration tool that can assist you in moving data from QuickBooks Enterprise to QuickBooks Online. However, note that certain features in QuickBooks Enterprise—such as advanced inventory, job costing, and custom reports—may not migrate directly into QuickBooks Online, depending on the plan you choose.
To use the migration tool:
- Log in to your QuickBooks Online account.
- Go to the Settings menu and select Import Data.
- Choose Import from QuickBooks Desktop, and follow the prompts to upload your QuickBooks Enterprise company file.
- Review the mapping process to ensure that all your financial data (including customers, vendors, and transactions) are transferred correctly.
Step 4: Review Your Data in QuickBooks Online
After the migration process is complete, it’s time to review your data in QuickBooks Online:
- Check Your Accounts: Verify that all accounts, transactions, and balances have migrated correctly.
- Compare Reports: Generate reports in both QuickBooks Enterprise and QuickBooks Online to ensure consistency.
- Reconcile Accounts: Reconcile your bank and credit card accounts to ensure that everything matches up.
Step 5: Customize QuickBooks Online
Once your data is in QuickBooks Online, take the time to customize it according to your business needs:
- Set Up User Permissions: QuickBooks Online allows you to control who has access to specific financial data. Set up user roles and permissions based on team members’ responsibilities.
- Customize Your Dashboard: QuickBooks Online allows you to tailor your dashboard to show the most important financial information, helping you make better business decisions.
- Integrate with Other Tools: QuickBooks Online offers integration with various third-party applications, including payment processors, CRMs, and more. Explore the QuickBooks Online App Store to find tools that can help streamline your business operations.
Step 6: Train Your Team
Once the migration is complete, ensure that your team is well-trained on using QuickBooks Online. QuickBooks offers tutorials, training materials, and even live support to help your team get up to speed. It’s important to familiarize your employees with the new system so they can be as productive as possible.
Step 7: Deactivate QuickBooks Enterprise
Once you’re comfortable using QuickBooks Online and all data has been successfully migrated, you can deactivate QuickBooks Enterprise to avoid paying for two subscriptions.
Expert Help for Migrating QuickBooks Enterprise to Online
Migrating from QuickBooks Enterprise to QuickBooks Online can be a complex process, especially if your business uses a variety of advanced features or has a large volume of data. If you need help, don’t hesitate to reach out to QuickBooks experts who can guide you through the migration.
Call 844-753-8012 to speak with a QuickBooks support specialist who can help you migrate QuickBooks Enterprise to Online smoothly and without any data loss.
Conclusion
Switching from QuickBooks Enterprise to QuickBooks Online is a smart decision for many businesses looking for more flexibility, easier access, and cost-effective solutions. By following the steps above, you can migrate your data without much hassle and start enjoying the benefits of QuickBooks Online today.
If you need assistance or have any questions, remember that help is just a phone call away. Contact 844-753-8012 to get expert support and ensure a seamless transition from QuickBooks Enterprise to QuickBooks Online.
