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EKrom60
April 30, 2024
Question

Conversion from Desktop to Online

  • April 30, 2024
  • 1 reply
  • 0 views

We currently have QBD Pro 2021 and we use classes.  Can someone tell me how this conversion will work in QB Online?

 

I saw an video on setting up businesses in QBO but since I already have 4 months of 2024  and many years before that setup using classes I am looking for guidance on the best way to do this conversion. Will the classes come over in the conversion?  Do I need to turn them on before I do the conversion? Can I use both Classes and Businesses?

 

I appreciate your input.

 

 

1 reply

A
AdonL
April 30, 2024

I'm glad you've posted here in the Community, EKrom60.I'm here to help you properly set up your company files before migration.

 

Yes, classes will move over to the online platform after the migration. They'll automatically sync to your QuickBooks Online(QBO) account, so there's no need to turn something on. 

 

Additionally, you'll want to use both classes and businesses. May I know more about it so I can provide an appropriate answer? 

 

Also, your books may look slightly different when you switch from QuickBooks Desktop(QBDT) to QBO. You can learn more about features, items, lists, and preferences that move and don't move online through this article: How features and data move from QBDT to QBO.

 

Finally, when you're ready to continue class tracking in QuickBooks Online, check out this article to get started: Turn on class tracking in QuickBooks Online. 

 

I'm always here ready to lend a hand if you have other concerns managing your files from QBDT. Please keep me posted. Have a good one and stay safe.

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