Move your books to QuickBooks Online with an online tool

Learn how to move your books from QuickBooks Desktop to QuickBooks Online with an online tool.

Note: This online tool is not yet compatible with QuickBooks Desktop file version 2024.

You should use this online tool if you have QuickBooks Desktop 2020 or older.

If you have QuickBooks Desktop 2021, 2022 or 2023 then in the company file go to the Company menu, then select Export Company File to QuickBooks Online. Learn more about it in this article.

If you’re using a file from 2010 or earlier, follow these steps to fix your company file before using the online tool.

Note: Check out Learn how features and data move from QuickBooks Desktop to QuickBooks Online article to see what moves to QuickBooks Online.

Before you use the tool

1. Make sure your chart of accounts balances are up to date and accurate.
2. Make sure your balance sheet with your latest tax return.
3. Reconcile your bank and credit statements.
4. Categorize any open transactions.
5. Pay any outstanding invoices.
6. Finish any outstanding payroll runs or payroll tax payments. Make sure to wait 2-3 days after you've run payroll to move your data. This will insure all your paycheque info transfers over to QuickBooks Online. Then make sure to move your data before your next payroll.
7. Make sure to terminate or deactivate any employees that are no longer working for you and haven't been paid in the current year.

Check out the pre-move checklist for more info.

Note: Check out Learn how features and data move from QuickBooks Desktop to QuickBooks Online article to see what moves to QuickBooks Online.

Step 1: Open the online tool

1. Select the link for your QuickBooks version (available in English only):
   1. QuickBooks Pro/Premier
   2. QuickBooks Enterprise
2. Select Get Started, then sign in with your Intuit Account.

Step 2: Upload your company file

Follow these steps to upload your company file.

1. Select Select File then browse to the supported QuickBooks Desktop file you want to move.
   Note: You can only upload one file at a time.
2. Select Open to upload the file.
   1. Alternatively, you can drag and drop your QuickBooks Desktop file to upload it.

3. Once your file is uploaded, we’ll auto-update it to the latest version of QuickBooks Desktop. Next, you'll see an option to move to QuickBooks Online.

4. Next, you'll see an option to move to QuickBooks Online.
5. Follow the on-screen instructions to guide you through the move to QuickBooks Online.

6. If your books fail to update to QuickBooks Desktop or move to QuickBooks Online, reach out to our support team.