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Move your QuickBooks Desktop file to QuickBooks Online

by Intuit•20• Updated 3 days ago

Follow these steps to move from QuickBooks Desktop Pro, Premier, and Enterprise to QuickBooks Online.



Prerequisites

Make sure you’ve researched and signed up for a QuickBooks Online subscription before you start to move your data. Need a consultation to help pick the right plan for your needs? Call 1-888-829-8589 to help you find the right solution or check out these resources:

To get started with your migration, you’ll need an active QuickBooks Online account. If you’re not sure which QuickBooks Online is right for you, check out these resources:

Note: You have 60 days from the time you create your QuickBooks Online account to move your data. If you’re not sure how old your company is, sign in to QuickBooks Online. Then, refresh this page for personalized info.

How long does it take to migrate? Migration time depends on a few things, like how complex and large your QuickBooks Desktop file is. 

What transfers from QuickBooks Desktop to QuickBooks Online? To learn more about names and what transfers, check out our comparison article. 

Need more help? Check out the Move from QuickBooks Desktop to QuickBooks Online Resource Centre.



Move your file

Step 1: Make sure your company file isn’t too big to export

Each transaction in your file links to every other entry. An invoice, for example, links to the customer and each item, account, estimate, sales tax, and payment. To move data to QuickBooks Online, the total links should be less than 2,500,000. To check, press Ctrl+1 or F2 on your keyboard. 

If you’re over 2,500,000 targets, here’s what to do:

  1. Use the Lists and Balances or Lists Only options when you migrate. 
  2. Manually enter your opening balances in a new QuickBooks Online file.


Step 2: Get your desktop file ready

  1. Make sure QuickBooks is up-to-date.
  2. Mark any customers, suppliers, or accounts you don't use as inactive. This'll clean up the data you moved to QuickBooks Online.
  3. Delete or void unbilled charges and unbilled time associated with inactive accounts, customers, suppliers, or employees. To delete unbilled charges, Go to Suppliers and select Bills.
  4. If you use online banking or import bank transactions, make sure to categorize and reconcile bank and credit card statements/transaction. To do so,
    1. Go to Banking, select Bank Feeds, then select Set up Bank Feed for an Account.
  5. If you use QuickBooks Desktop Payroll:
    1. Terminate or deactivate any employees you haven't paid in the current year.
    2. Make sure Employee profile info (first, last name, SIN, Date of Birth, Hire Date and Address) is available and updated for all employees.
    3. Wait 2–3 days after you've run payroll to move your data. This helps make all your paycheque info transfer over to QuickBooks Online. Then, move your data before your next payroll.
      Note: Make sure to move your data at least a few days before your next payroll run. This'll give you time to finish the setup for QuickBooks Online Payroll.
  6. If you use QuickBooks Time, contact us for help to set up your account in QuickBooks Online.


Step 3: Move your QuickBooks Desktop file to QuickBooks Online

You have two options to move your data.

Important: If your QuickBooks Desktop version is 2021 or older or you don’t have access to QuickBooks Desktop, you'll have to use the web-based migration tool.


  1. Sign in as an admin in QuickBooks Desktop.
  2. Export your QuickBooks Desktop company:
    • In QuickBooks Desktop Pro and Premier, go to Company and select Export Your Company File to QuickBooks Online.
    • In QuickBooks Desktop Enterprise, press CTRL + 1 to open the Product information window. Then press CTRL + B + Q then select OK.
  3. Select Get started.
  4. You’ll see a screen that says "Let’s bring your data to QuickBooks Online". Select how you want to move your data:
    • Bring all of your company data.
    • Bring only lists and balances. (This option is helpful if you have a large file and don’t want to bring over every individual transaction).
  5. Select Continue.
  6. If you have inventory, you can:
    • Select Yes, track inventory using FIFO then select a starting date.
    • Select No, don’t move inventory. You can move your inventory manually later.
  7. If you use multi-currency in QuickBooks Desktop, you’ll have to select a home currency.
  8. You will be asked if you have a QuickBooks Online account.
    • If you do, select Yes, sign me in, then select Continue.
      Note: This is the account you created when you purchased your QuickBooks Online solution in Step 1 Subscribe to QuickBooks Online.
    • If you have not selected a QuickBooks Online solution, you can select No, I need to create one. This will create a QuickBooks Online Advanced trial company. We recommend you go to Quickbooks.intuit.com/ca/ to buy the right QuickBooks Online version for your company before starting migration.
  9. On the next screen, you will be asked to sign in. Sign in using the same user ID and password associated with your QuickBooks Online subscription.  
  10. You’ll see your QuickBooks Online company names and subscriptions listed. Select the company you want to move your data to.
  11. Select Continue, then select Export. You will see a progression bar as your data is moved over to QuickBooks Online.
    Note: If you already have data in a QuickBooks Online account, QuickBooks will ask if you want to replace the existing data, follow the below steps.
  12. Enter Agree in the text field, then select Replace.
  13. Select Yes, go ahead and replace the data, then select Replace.


Online migration tool

Use this option if:

  • You have QuickBooks Desktop 2021 or older
  • You don’t have access to QuickBooks Desktop

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.

SBSEG_US_DTMTool1.jpg

  1. Select Open to upload the file or drag and drop your QuickBooks Desktop file to upload it.

SBSEG_US_DTMTool2.jpg

  1. Once your file is uploaded, we’ll auto-update it to the latest version of QuickBooks Desktop.

SBSEG_US_DTMTool3.jpg

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

SBSEG_US_DTMTool4.jpg

  1. If your books fail to update to QuickBooks Desktop or move to QuickBooks Online, contact customer support.


Step 4: Get ready to use QuickBooks Online

This is Katheryn from the QuickBooks team. Welcome to QuickBooks Online. First, let’s explore how to get around, where to find your settings, and how to get help when needed! Select Dashboard to see shortcuts to some of the most common activities in QuickBooks. You can also view your sales & get paid funnel, an overview of your bank accounts, and charts and graphs. Select Add widgets to customize what you see. Intuit Assist uses the business feed to share work it does for you and give you suggestions on how to run your business. Reports and Analytics is where you run valuable reports on your company’s performance. This is also where you can take a look at budgets, forecasts, and other financial planning tools. Select My apps to find where to perform your work in QuickBooks. You can also use the search tool. Accounting lets you connect your bank and credit cards to QuickBooks. You can securely and automatically import transactions, which are either categorized for you by QuickBooks, or you can enter required data yourself. Connecting your accounts keeps your books up-to-date and accurate, and is an important first step in the setup process. Integration transactions is where you see transactions from all your connected sales channels, like Shopify or Amazon. You can also upload and review receipts, reconcile your books, and customize your Chart of Accounts to manage how you want to categorize and track transactions. In Expenses & Pay Bills, you can see suppliers and contractors, record expenses, and enter and pay bills. You also track your business Mileage here. Sales & Get Paid helps you manage your money-in options such as sending Invoices to customers, accepting payments, and tracking the products and services you sell. You manage your customers and leads in the Customer Hub. Select Team to add and view your Employees and Contractors. And Time lets you enter and approve the hours your team works. Depending on your QuickBooks plan, you can track and plan your Project financials under Project Management. Sales Tax lets you set up and pay your Sales taxes, And you can view and manage year-end taxes and filings for your business under Business Taxes. If you want to apply for a line of credit or credit card, you can do so under Lending. This is also where you sign up for a QuickBooks Checking account. Use Payroll to pay your team and Mailchimp to reach customers faster. You can customize your navigation at any time. Pin apps, or drag and rearrange pinned apps. You can add bookmarks for the pages you use most often. When you need to quickly create something, such as a new invoice or expense transaction, hover over Create to choose which transaction or entry you need to open. Now that you can get around, select the gear icon to see your Settings options. Here, you can do things like add and manage users, manage your billing and subscription info, and set your preferences to optimize QuickBooks for your business. Finally, when you find something you have questions about, help is just a click away. Select the Help icon to chat with our online assistant, see topics related to the page you're on, or search for more info. Plus, you can contact experts here. Now that you know your way around, what’s next is up to you. Visit our video centre to find even more videos on how to get set up. Welcome to QuickBooks.

To learn more about your Home Dashboard click here.

Next, you can follow this list of what to setup in you new QuickBooks Online company.

  1. Schedule a free 45 minutes session with one of our experts. We'll answer questions about your data move, show you around QuickBooks Online, and help you tackle everyday tasks. Check out the Move from QuickBooks Desktop to QuickBooks Online Resource Centre, where you can schedule your call.
  2. Check out this getting started info: Get started with QuickBooks Online and Get started and adjust settings after you sign up for QuickBooks Online.
  3. Connect your bank or credit card account.
  4. Create and send invoices to your customer.
    Note: If you track sales tax, set up location-based sales tax in QuickBooks first.
  5. Track your bills and learn how to pay them in QuickBooks.
  6. If you use payroll, check our article Get started with QuickBooks Online Payroll to help you set up and run your payroll in QuickBooks Online.

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