STEPS TO CONVERT QUICKBOOKS DESKTOP TO ONLINE

1. +1-800-983-3071 STEPS TO CONVERT QUICKBOOKS DESKTOP TO ONLINE https://myonepro.com

2. +1-800-983-3071 BACK UP YOUR COMPANY FILE • If you’re currently in multi-user mode, go to the File menu, and select Switch to Single-user Mode. • Go to the File menu and select Create Backup.... Then select Local backup. • In the window, select Local Backup and then Next. • In the Local Backup Only section, select Browse, then select where you want to save your backup company file. • Set the number of backups you want to keep - this is optional. • A test runs to ensure your backup file is correct before you save. If you encounter any issues, see our Troubleshooting section. • Select OK when you’re ready to proceed. • Select Save it now and Next. A confirmation message displays when the backup completes. https://myonepro.com

3. +1-800-983-3071 Update QuickBooks Desktop • If you’re currently in multi-user mode, go to the File menu, then select Switch to Single-user Mode. • Select Help, then Update QuickBooks Desktop... • Select Update Now. • Select Get Updates, then Close. • Select File, then Exit. • Restart QuickBooks Desktop. • If you have payroll, run it now. https://myonepro.com

4. +1-800-983-3071 Check your Total Targets Next, check your number of Total Targets. In QuickBooks Desktop, press Ctrl+1 to open the Product Information window. Your number of Total Targets is displayed in the File Information section. https://myonepro.com

5. +1-800-983-3071 Remove Ministere du Revenu (companies outside of Quebec only) • Navigate to Suppliers, then Supplier Centre. • Identify Minsitere du Revenu. • Open the supplier. • Navigate to Sales Tax Settings. • Uncheck all boxes. • Mark the supplier as inactive. • Click OK to close the window. https://myonepro.com

6. +1-800-983-3071 Turn off payroll in the QuickBooks Desktop file • Select Edit, then select Preferences from the dropdown menu. • Select Payroll & Employees from the left-side menu bar. • Select the Company Preferences tab in the Preferences window. • Select the No payroll option. https://myonepro.com

7. +1-800-983-3071 Save your Sales Tax Liability report • Go to the Reports menu and select Suppliers & Payables. • Select Sales Tax Liability. • From the Dates dropdown, select All. • At the top, from the Print dropdown, select Save as PDF. • Choose the folder you want to save it in, name the file, and select Save. • After you’ve saved the file, you can print it if you’d like a hard copy. https://myonepro.com

8. +1-800-983-3071 Export your reports and lists • In QuickBooks Desktop, go to the Reports menu and select Report Centre. • Find and open any report. • Select the desired date range from the Dates dropdown menu. • Select Excel on the toolbar. You can also select Print or Email to save the report as a PDF. • From the Excel dropdown, select Create New Worksheet to create a new Excel workbook or to update an existing workbook with the data in the open report, select Update Existing Worksheet. • Select Export and locate the workbook on your computer. • If you want to format the data a specific way, select Advanced - this is optional. • If you see a message that says your report has too many columns, select Advanced. Select and uncheck the Space between columns checkbox, then select OK. • Select OK when you’re ready to export. https://myonepro.com

9. +1-800-983-3071 Create a QuickBooks Online account Create your QuickBooks Online subscription so that you are ready for the migration process. Review the list of options to select the appropriate plan, and review our system requirements before you start to make sure you have what you need for the best QuickBooks Online experience. When you’re prompted to sign in, use the same credentials you used to sign in to your QuickBooks Desktop account. Can’t remember it? You can easily reset your QuickBooks Desktop password. Don’t set up your QuickBooks Online company just yet—we’ll do that in the next step. https://myonepro.com