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Import QuickBooks Desktop data into QuickBooks Online Accountant

by Intuit• Updated 3 months ago

Learn how to get your accounting data from QuickBooks Desktop.

Need to move accounting data from your QuickBooks Desktop company file to QuickBooks Online Accountant? No problem. Here's how to export data from QuickBooks Desktop and import it into QuickBooks Online Accountant so you have everything in one place.



Step 1: Get your data ready and export

Important: If you reimport data more than once, it will overwrite any existing data.

You'll start and end the process in QuickBooks Online Accountant:

  1. Sign in to QuickBooks Online Accountant.
  2. Go to Settings ⚙ and select Import desktop data.
  3. Select the Windows or Mac tab.
  4. Follow the onscreen instructions.

If you need detailed instructions, here's a deeper dive into exporting data from QuickBooks Desktop.



Step 2: Review the imported data

  1. Sign in to QuickBooks Online Accountant.
  2. Go to Settings ⚙ and select Import desktop data.
  3. Select the Windows or Mac tab.
  4. Follow the onscreen instructions.

After the export, all of your data should be in QuickBooks Online Accountant. Go to the different menus in the Your Books section and check everything.

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