If you are using a QuickBooks for Mac version older than 2016, download and install the free trial, before converting to QuickBooks Online. You must be logged in as the Administrator in both your QuickBooks Desktop for Mac company file and your QuickBooks Online account. The conversion tool currently supports QuickBooks file conversions from 2012 versions and later. Learn more about the ideal QuickBooks Online client. We strive to convert the most important QuickBooks information for you and your clients.

Welcome back. This is module 2 where we’re talking about Getting Started with QuickBooks. I wanted to take a moment in this last section, section 5, and talk to you about converting your QuickBooks desktop data to the online version. Everyone won’t use this. It’s really just for the people that are moving to the online version of QuickBooks. It really doesn’t matter which window you have open when you go to do this.

If you go to the menu and click on File you’ll see an option that says Utilities. And in here is an option to copy the company file for QuickBooks Online. Now what’s going to happen here is it needs to close all the windows.

DER support was removed, as not all of its features were supported. Mac os sftp client. You can still use multiple certificate authorities for the same configuration by storing all the CA certificates in the same file. For example, loading the certificate chain or using multiple certificate authorities was only supported for the PEM format. [ftps][https] [#5097-1] • Loading the certificate authority configuration from a directory containing multiple files is no longer supported.

Go ahead and click OK with that option and you’ll see everything is closed back there. And then it says Where would you like to save the exported company file? Now I’m going to go ahead and hit Save and I’ve already got one in here so I’ll replace it. And now it’s exporting my data. And you can see once it’s done it tells you it’s successful and it’s got it on my desktop.

So all I have to do now is when I create my online version of QuickBooks, once I get it all setup I can go File, Utilities and I’ll be able to import that file that’s on my desktop. So it’s super easy to do that. While we’re in here I saw one more thing I just wanted to mention.

Buy microsoft office for mac student edition trial download. Internet functionality requires an Internet connection. Other for macOS: Installation requires a connection to the Internet or a local area network (if installing over a network).

When we were clicked on File and we were looking at Utilities did you notice the option to copy the company file for the Mac? If you happen to have a Mac and you’re going from the PC to the Mac you just can’t have a backup copy and restore it. You have to actually copy the company file for QuickBooks for Mac right here. Save it to a flash drive and then put that flash drive in your Mac and then you’ll be able to actually restore it. So that’s how that’s going to work. That’s all there is to actually converting your QuickBooks desktop to the online version.

This is going to wrap up module 2. So now that you have everything started here let’s go to module 3 and talk a little bit about customizing what you’ve got set up. I will you over in module 3.

Congratulations on securing your. Now it’s time to set them up! Whether you’re setting up a new client or moving your first client from QuickBooks Desktop or Mac to QuickBooks Online, the process is not as difficult as you may think. This section is designed to walk you through the process, step by step, with easy-to-follow checklists. Clients New to QuickBooks If your client is new to the QuickBooks family, setting up QuickBooks Online (QBO) is just a few clicks away. This checklist starts by working from the QuickBooks Online Accountant (QBOA) dashboard.

Log into QBOA and look for the ' +' symbol at the top right. This is the Quick Create menu. Make sure you are not in a client’s file. You must be at the Your Practice screen or the workflows below will not be there. New Set Up • Create new QBO subscription • QBOA > Quick Create > Client • Follow prompts • Choose subscription & who will pay the subscription fees Pretty simple, right?

The new QBO file should already be listed on your client dashboard in QBOA. Click the next to your client’s company name to open the file. There are some settings you will need to look at on behalf of your client. NOTE: The conversion outlined here is a transition from Desktop Pro or Premier. If you are converting from or, click these links to view additional conversion steps.

If you need more detailed information on this topic, look at Module 1 of the QBO Advanced Certification course. It truly deep dives conversion. This video with PDF guide “Complex Conversions” is available in your QuickBooks ProAdvisor® tab or just click this link. I would recommend watching this at least once for an overall understanding of what could or could not happen during a conversion.