Monday - Friday, 6 AM to 6 PM PT
Simplify the move to Online with our migration guide
Get just what you need to build your migration strategy, prep and move desktop files, and successfully onboard your clients and staff. Bookmark this page or use our printable toolkit for easy reference as you migrate.
Switch your clients to
QuickBooks Online in 3 steps
QuickBooks Online in 3 steps
Whether you plan to do it yourself or prefer free assisted migration, making the move won’t slow your business down.
Sign in to QuickBooks Online Accountant to get started.
Save time with expert support
Let our accountant team transfer client data for you
We have accountant experts standing by to help you move as many clients as you’d like from any version of Desktop to QuickBooks Online.*
Call to learn more: 1-800-459-5183
Get help onboarding clients with free personalized setup
Save time by letting us help your clients get started with a complimentary 1- hour onboarding session.*
Call to learn more: 1-800-459-5183
Let us help you get started
Call us at 800-459-5183 to connect with our experts and learn more about choosing the right products for your clients.
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
*Offer Terms
Free assisted migration and personalized setup from QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”) to QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QuickBooks Online”), or QuickBooks Desktop Payroll, Payments, or Time to QuickBooks Online Payroll, Payments, or Time is available to customers who sign up for assisted migration or personalized setup and is subject to capacity. The assisted migration offer is eligible to Desktop customers that are migrating their data and setting up QuickBooks Online. The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online. Personalized setup is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Assisted migration results may vary based on business complexity and file size. Terms and conditions, features, support, pricing, and service options are subject to change without notice.
*QuickBooks Ledger Offer Terms
QuickBooks Ledger subscription is only available through the Accountant channel and requires an active subscription to QuickBooks Online Accountant. Your account will automatically be charged monthly until you cancel. Sales tax may be applied where applicable. To cancel your subscription at any time, go to Account & Settings and select “Cancel.” Your cancellation becomes effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice. Requires connection to client's bank and credit card accounts. QuickBooks Online requires a computer with a supported browser (see System Requirements for a list of supported browsers) and an Internet connection (high-speed recommended). For high-volume Ledger purchases, we have dedicated resources to help set up your clients' files: When you speak with our Accountant Sales team to place an order, they can also help facilitate the migration and setup process with Professional Services Team.
**Features
Anywhere Access-QuickBooks Online Mobile: QuickBooks Online requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
Automatic data backup and recovery: QuickBooks Online uses technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and information.
Move custom reports: Migrated custom reports will include custom headers, footers, filters, font/numbers and display settings for the top 20 most used custom reports. Desktop filters which are not compatible with QuickBooks Online, including custom fields, will not be available.
Third-party app integration: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees. For more information see apps.com.
**Product information
QuickBooks Accountant Batch Migration Tool: Works with QuickBooks Desktop Accountant versions 2024 - 2021. Does not work with 2020 and prior versions or with Enterprise versions. Company files from QuickBooks Desktop 2011 or later can be migrated using QuickBooks Desktop Accountant 2021 and later, as long as they open successfully in QuickBooks Desktop Accountant. Excludes QuickBooks Enterprise company files. Up to 50 employees on QuickBooks Payroll per QuickBooks Desktop company file. If more, contact expert help for migration: 1-833-207-4558.
QuickBooks Online system requirements: QuickBooks Online requires a persistent internet connection (a high-speed connection is recommended) and computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements) and an Internet connection. Network fees may apply.
QuickBooks Online app: The QuickBooks Online app for Windows and Mac (“app”) requires a Windows PC or Mac computer with a supported browser (see System Requirements for a list of supported browsers) and an Internet connection (high-speed recommended). The app is available for QuickBooks Desktop migrators with an active QuickBooks Online Simple Start, Essentials, Plus, or Advanced subscription. Multiple company tabs allow for simultaneous sign in across multiple company files. Access to each company file sold separately. Terms and conditions, features, support, and services options subject to change without notice.
QuickBooks Online mobile app: The QuickBooks Online mobile companion app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
QuickBooks Online Technical Support: Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change hours without notice. For hours of support and how to contact support, visit: https://quickbooks.intuit.com/learn-support/en-us.
Cancellation policy: There’s no contract or commitment. You’re free to switch plans or cancel any time.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Call Sales: 1-800-459-5183
© 2024 Intuit Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc.
By accessing and using this page you agree to the Website Terms of Service.