How To Change From QuickBooks Desktop To QuickBooks Online

 

Step 1: Disconnect from QuickBooks Desktop using the QuickBooks Web Connector. Find your Application, then select the Remove option at the end of the column.

Step 2: Email [e-mail] to wipe the previously existing data for your account. Users must wait until support has successfully wiped the old QuickBooks Desktop data and sent back  confirmation before beginning the next step.

Step 3: Click on the Integration tab from the lefthand menu to open the dropdown options

Step 4: Select the QuickBooks Integration

Step 5: Make sure Online version has been chosen from the drop down next to QuickBooks version. 

Step 6: Now simply click on the Connect To QuickBooks button to begin the sync.

Additional Steps You Might Need

Step 7: If you have Customers assigned to Sales Reps, note that QuickBooks Online doesn't have Sales Reps, so assigning Customers will have to be done on the inSitu Sales platform. If you don't know how, please use the Zendesk guide on How To Assign Customers To Your Field Reps 

Step 8: If you have product pictures you need to import, first copy the photo URL from your Excel spreadsheet, and then reupload them on the site accordingly for the new sheet.