You will need to either save or print a copy of your Sales Tax Liability Report because you’ll use it for adjustment entries once the migration is over. Select “Save it now” followed by “Next” to confirm your choice.Click “OK” when you’re ready to continue.Select “Browse” in the “Local Backup Only” section and choose where you want to save the file.Now select “Local Backup” followed by “Next.”.Click on the “Backup Company” and then select “Create Local Backup.”.Click on the “File” from the main menu in QuickBooks Desktop.This will ensure that the whole process is done correctly. That means the smaller the company file is, the greater likelihood of success is going to be.īut regardless of the file size, there will be some information that just won’t convert:īefore we go through the steps you have to take to convert the data from the desktop to the online version of QuickBooks, some preparation is involved. This file contains all the information regarding your business, including inventory, banking history, employee information, accounting records, and suchlike. The most important thing to remember about converting QuickBooks Desktop to the Online version, is that the success of the process will depend on the complexity of your company file. Keeping Up with Accounting Anywhere You Go.Steps to Take After You Convert from QuickBooks Desktop to QuickBooks Online.Migrating from QuickBooks Desktop to QuickBooks Online.Can You Convert Everything to QuickBooks Online?.