Learn how to move your QuickBooks Desktop for Mac file to QuickBooks Online.
No need to start over again. Just move your QuickBooks Desktop for Mac file to a QuickBooks Online company. We'll show you how.
Note: You can only move QuickBooks Desktop for Mac files to the US version of QuickBooks Online.
Step 1: Get your file ready to move
Here are steps to make sure your data is ready to move to QuickBooks Online.
- Sign in to your QuickBooks Desktop file as the admin.
- Select QuickBooks then choose Check for QuickBooks Updates.
- If your version is older than 2016, you can download and install a free trial to upgrade your data.
- Use Command + 1 on your keyboard to see the number of targets in your file.
- If your company data more than 350,000 targets, you will need to condense your file.
- Accept any downloaded transactions and complete any bank reconciliations.
Step 2: Move your data to QuickBooks Online
Note: Make sure payroll isn't turned on in QuickBooks Online. If it's turned on, you'll need to create a new QuickBooks Online company to move your data.
- Sign in to your QuickBooks Desktop file as the admin.
- Select File, Export and then choose To QuickBooks Online.
- Select Get Started.
- Select Select Destination.
- Sign in to your QuickBooks Online account as the admin.
- If you don't have a QuickBooks Online account, no problem. You can open your browser and create a new account. Then return to QuickBooks and continue with Step 3 to move your data.
- Select the QuickBooks Online company to move your data to, then select Continue.
- Your QuickBooks Desktop data will replace any data already entered in QuickBooks Online.
- Select OK, got it. QuickBooks moves your data.
After you move your data to QuickBooks Online
- You’ll receive an email confirmation once the move is done.
- Confirmation can take up to 24 hours.
- Check out the Learn how features and data move from QuickBooks Desktop to QuickBooks Online to learn how to make sure your data moves successfully.
