Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
K
kelleherk
January 8, 2019
Question

I am trying to convert QB 2008 desktop file to QBO. I did a File, export copy of data for QBO. How do I import to QBO???

  • January 8, 2019
  • 1 reply
  • 7 views
No text available

1 reply

Morgan_B
Morgan_BQuickBooks Team
QuickBooks Team
January 8, 2019

Hi there, kelleherk.

 

Thank you for taking the time to contact the Community. I'd be glad to help you with importing the copy of your data into QBO.

 

Now that you have selected to export a copy of your desktop data, you'll need to log into QBO next. Once you're logged into QBO, click the Gear icon in the top right corner, then select Import Data. There you'll see the question "Need to import QuickBooks Desktop data?," click Find out how.

 

From here follow the onscreen steps to walk you through the upload. This article provides additional information on the conversion process: https://quickbooks.intuit.com/community/Getting-started-with-QuickBooks/The-QuickBooks-Guide-to-Converting-QuickBooks-Desktop-to/ta-p/170730. In the article, scroll to the section titled "The Conversion Process" and click Export.

 

It's important to note the differences when you switch from the Desktop to Online versions of QuickBooks. This write-up explains the limitations of making the change: https://quickbooks.intuit.com/community/Getting-Started/What-isn-t-imported-when-you-move-from-QuickBooks-Desktop-to/m-p/185840.

 

I wish you and your business continued success. Please let me know if you have any other questions. Take care.

 

 

S
SpinnersDiscGolf
April 10, 2019

Hi Morgan,

 

Unfortunately that method doesn't work with 2008.  Any other ideas??

MaryLandT
MaryLandT
Level 10
April 10, 2019

Hello there, @SpinnersDiscGolf,

 

You'll first need to create a portable company file since you're using QB Desktop 2008.

 

Let me guide you through on how to accomplish this:

  1. Go to the File menu, then select Create Copy.
  2. Choose Portable company file, then click Next.
  3. Choose the location where you want to save the portable copy.
  4. Click Save, then OK.

Once done, download and install an updated trial version of QB Desktop, then restore your company file. Make sure to log in as the administrator in both QuickBooks Desktop and QuickBooks Online account during this process.

 

To export your company data, please read through this article for the detailed steps: Convert QuickBooks Desktop file to QuickBooks Online.

 

Should you need further assistance converting your company file, don't hesitate to leave a comment below. I'd be glad to help.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement