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Move your QuickBooks Desktop file to QuickBooks Online

Learn how to import your QuickBooks Desktop company file to QuickBooks Online.

No need to start over again—just convert your desktop file to a QuickBooks Online company. Watch our video tutorial or follow the steps below to get it done:

Step 1: Get your desktop file ready

Note:
  • You can only move a company file within 60 days after signing up to QuickBooks Online.
  • Move your lists instead of your company file if you already set up payroll in QuickBooks Online.
  • Some of your lists and reports won't be converted because of feature differences.
  1. Make sure QuickBooks is up-to-date.
  2. To ensure that your Total Targets is less than 350,000, press Ctrl 1 on your keyboard. If it exceeds, send your file to our Data Migration team so we can help convert your file.
  3. Print a copy of your Sales Tax Liability report. You'll need it to enter adjustment entries after your move.
    1. Go to the Reports menu, then select Suppliers & Payables. Select Sales Tax Liability.
    2. From the Dates▼ dropdown, select All.
    3. At the top, from the Print▼ dropdown, select Save as PDF.
    4. Choose the folder you want to save it in, name the file, and select Save.

Step 2: Import your desktop file to QuickBooks Online

Note: You need to use a trial version to convert your file if you’re using a version older than 2018.
  1. Sign in as an admin to the company file you need to import.
  2. Go to the Company menu, then select Export Company File to QuickBooks Online.
  3. Select Start your export.
  4. Sign in as an admin to your QuickBooks Online company.
  5. If you track inventory in QuickBooks Desktop:
  6. Select the Choose online company▼ dropdown, and choose the QuickBooks Online company you want to be replaced by your company file.
  7. Select Continue.
  8. Enter “Agree” in the text field, then select Replace.
  9. Select Yes, go ahead and replace the data, then select Replace.

What's next?

With your company all set up, let's get you started with QuickBooks Online.

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