Now that you’ve prepared the data, it’s time to convert it to QuickBooks Online. The following pages explain each step along the way for Windows and Mac. PART 2: HOW TO CONVERT QUICKBOOKS DESKTOP DATA TO QUICKBOOKS ONLINE. QuickBooks for Mac 201 3–201 6. Introduction As Pinnacle Bank completes its system conversion, you will need to modify your QuickBooks settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive. Both QuickBooks Online and Desktop need to be open during the whole process. Open the version of QuickBooks desktop into which you will convert your QuickBooks Online Edition company file.

Converting a QuickBooks Online Company File to Desktop To convert a QuickBooks Online Edition company file to a desktop version of QuickBooks Pro, QuickBooks Premier, or QuickBooks Enterprise Solutions, use the Export Interview and follow the instructions to export either Lists only or Lists and Transactions. Note: You must log in as the QuickBooks Administrator to convert your company file. • Open the version of QuickBooks desktop that the QuickBooks Online Edition company file will be converted into.

Note: Stop at the No Company Open window. Do NOT open a company file. • Log into your company file. • Select Company > Export Your Data. • Click Export Interview in the Help Topics window (QuickBooks Online Export window opens).

• Select an option to export Lists or Lists & Transactions, then click Next. Adobe photoshop cs6 for mac free download full version. • Use the drop-down arrow to select the version of QuickBooks that you want to import the company file into. • Click Next. • Read the special conditions information and mark each checkbox to indicate that you have read and understand the information.

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