Choose Update QuickBooks Desktop from the drop-down menu, and click Update Now. Sign into QuickBooks Desktop as an administrator, then select Help Menu. Remember to update your QuickBooks Desktop before you start the data conversion process. If you aren’t sure of the version you’re using, press F2 on your keyboard and a product information screen shows up displaying your QuickBooks product and version.
If you’re running an earlier version, download the latest QuickBooks Desktop version and update your company information. Before you convert your company file into QuickBooks Online, ensure that you’re using QuickBooks Desktop 2016 or a newer version. If you run your financial data on QuickBooks Desktop, there are crucial steps to take and things to consider before you start and during the conversion. It contains tips to help you make an informed decision about whether to convert your data along with detailed step-by-step instructions that can guide you through the conversion process. On the other hand, QuickBooks Online offers You may also want to go through the QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online to find out other things you should consider when converting data. For example, you can’t use some advanced features such as Complex Sales Ordering, Batch Transaction Processing, Advanced Inventory, or the Average Cost for Inventory. Should you convert from QuickBooks Desktop to online? While QuickBooks Online brings significant changes to your workflow and the way in which you manage clients and projects, it’s crucial to note that the program doesn’t support certain features.
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