
- #Quickbooks accountant desktop 2015 accountant to online install
- #Quickbooks accountant desktop 2015 accountant to online update
In the File menu, click on Back Up Company, and Create Local Backup. Reconcile all bank accounts, process payroll, and make any needed adjusting entries prior to conversion.Otherwise, you have the option to import lists and balances without all your transaction detail. If you have too many targets, see the instructions here for condensing your file.

When converting to QuickBooks Online, the number of targets is the limiting factor, not the size (MB) of the file. Targets are lines of details in transactions. Click F2 to get the Product Information window Total Targets will be on the left side.
#Quickbooks accountant desktop 2015 accountant to online install
Restart QuickBooks, and install the new release.
#Quickbooks accountant desktop 2015 accountant to online update
In the popup window, go to the Update Now tab, check the Reset Update box, and click Get Updates. In the Help menu, select Update QuickBooks. Within your annual version, make sure you’re using the latest release, e.g.If you have a version of QuickBooks older than 2016, you’ll need to get a trial of a newer version here and use the trial to convert to QuickBooks Desktop.Regardless of which desktop version you’re using, start by preparing your desktop file. Note: there are slight differences in the routines for QuickBooks Pro or Premier, for QuickBooks Enterprise, or for QuickBooks for Mac. If you’ve decided to switch to QuickBooks Online, here are the steps you’ll need to walk through to make the conversion. If you’re using QuickBooks Desktop Enterprise and use some of the advanced features, check out the notes under the Enterprise heading in this article to confirm if QuickBooks Online is right for you, or whether to consider cloud-enabled QuickBooks Desktop Enterprise, or QuickBooks Online Advanced. If you’re still deciding between the two, check out the differences between them ( here and here) and figure out what’s best for you.

It has certain advantages over the desktop version, though some companies decide it’s not the right fit for their needs. If you use the desktop version of QuickBooks, you’ve probably heard about their push towards the online version.
