quickbooks 2015 for mac migrate to online quickbooks

Quickbooks 2015 Migrate To Online Quickbooks Trial Balance In
Quickbooks 2015 Migrate To Online Quickbooks Download The Reports
Quickbooks 2015 Migrate To Online Quickbooks Full Trial Balance

How it works The data from QuickBooks Online will be exported into a CSV file using SaasAnt Transactions (Online) and the exported file will be imported using SaasAnt Transactions for QuickBooks Desktop.

For seamless migration, weve broken it down into 5 easy steps.

Preparation 1. You need to have a valid License for SaasAnt Transactions (QuickBooks Desktop) and SaasAnt Transactions (Online) (QuickBooks Online).

Admin privileges are needed to convert the data from QuickBooks Online to QuickBooks Desktop.

Create Necessary Sales tax Items and Sales tax group Item in QuickBooks Desktop file.

Enable Multi-currency feature in QuickBooks Desktop file if it is enabled in QuickBooks Online.

Click on General tab and select date format in File asYYYY-MM-DD.

Save the settings.

Exporting your data Login to SaasAnt Transactions (Online) using Intuit Credentials and Click on Export Menu.

Quickbooks 2015 Migrate To Online Quickbooks Download The Reports

Select the appropriate date range and download the reports for all Lists and transactions.

Importing your data Now you can import each file downloaded from SaasAnt Transactions (Online) into QuickBooks Desktop using SaasAnt Transactions.

We highly recommend importing the Lists completely before migrating the transactions.

Choose Select QuickBooks TransactionList Type as one of the values based on the below table (an equivalent entity of QuickBooks Desktop).

If there are any issues during conversion an error may display immediately.

In the table below, weve noted the equivalent transactions and lists for QuickBooks Online and QuickBooks Desktop.

QuickBooks Online QuickBooks Desktop Lists Chart Of Accounts Account Customer Customer Vendor Vendor Employee Employee Product Service Item Class Class Sale Transactions Invoice Invoice Receive Payment Payment Estimate Estimate Credit Memo Credit Memo Sales Receipt Sales Receipt Refund Receipt --- VendorExpense Transactions Expense Credit Card Charge and Check Check Check Bill Bill Bill Payment Bill Payment Purchase Order Purchase Order Vendor Credit Vendor Credit Credit Card Credit Credit Card Credit Other Transactions Journal Entry Journal Entry Time Activity Time Tracking Review: When you have completed your QuickBooks Online to QuickBooks Desktop conversion, follow below steps to review the migration.

Check account balances in QuickBooks Desktop match account balances in QuickBooks Online.

Quickbooks 2015 Migrate To Online Quickbooks Full Trial Balance

Quickbooks 2015 Migrate To Online Quickbooks Trial Balance In

We suggest you run a full trial balance in both QuickBooks Desktop and QuickBooks Online for the end of the current month, and then compare the balances.

You may also see invoices and bills that were paid in Quickbooks Online, but now show as awaiting payment in QuickBooks Desktop.

In this case, payments will need to be applied again, and reconciled.

Quickbooks 2015 For Mac Migrate To Online Quickbooks