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Intuit

What isn't imported when you move from QuickBooks Desktop to QuickBooks Online?

Most of your QuickBooks Desktop company data will come with you when you move to QuickBooks Online, but there is some information that won't be imported during the conversion process:

  • Reconciliation reports
  • Recurring credit card charges
  • Reports
  • Audit trail

Below we explain how to prepare your information in each of these four categories, so you're up and running in Online as seamlessly as possible.

Before you switch to QuickBooks Online

Please note: We don't recommend Quickbooks Online for QuickBooks Desktop users who need the following features:

  • Sales Orders
  • Fixed Asset Tracking with Fixed Asset Manager
  • Price Levels
  • Estimate to Actual Reporting

However, if you choose to use QuickBooks Online, you may be able to find an App that can integrate these features with QuickBooks Online. Check out Apps.com (currently available only in English) to see a full list

Reconciliation reports

Save your reconciliation reports in QuickBooks Desktop to access them later. In QuickBooks Online, just continue reconciling where you left off. Check our Reconcile hub for a list of articles to help you with this task or watch the video tutorial on reconcile.

Recurring credit card charges

Cancel each existing Automatic Credit Card recurring charge from your Merchant Center, and recreate it in QuickBooks Online as a recurring sales receipt.

Note: All other recurring transactions will come over.

Customized reports

Find a similar report in QuickBooks Online and customize it to your preference. Refer to Customize reports for detailed steps or watch the video tutorial on customizing reports. You can also go to (currently available only in English) for a list of reporting apps that can help your business.

Audit log

Your QuickBooks Desktop audit trail won't come over, but all new changes going forward will be captured in the much improved Audit Log within QuickBooks Online.

Need more information on import limitations? For a complete list of import limitations, check out Import Limitations - QuickBooks Desktop to QuickBooks Online