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Intuit
8 helpful votes

Move your QuickBooks Desktop file to QuickBooks Online

Learn how to import your QuickBooks for Windows company file to QuickBooks Online.

No need to start over again—just convert your desktop file to a QuickBooks Online company, and you’re 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.
  • We recommend moving over 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. On your keyboard, press Ctrl+1 then make sure your Total Targets is less than 350,000. If it's not, 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▼drop-down, select All.
    3. At the top, from the Print▼drop-down, 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 2017.

QuickBooks Desktop Pro or Premier

  1. Log 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 stock in QuickBooks Desktop:
    Note: Only QuickBooks Online Plus can track stock. It uses the FIFO method.
  6. Select the Choose online company▼drop-down, 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 and ready, let's get you started with QuickBooks Online.

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