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How to manually move from QuickBooks Desktop to QuickBooks Online

by Intuit Updated 1 week ago

Most of the time, moving from QuickBooks Desktop to QuickBooks Online is quick and easy. But there are some issues you may encounter during or after switching over. A common issue is if your company data file is too large, but don't worry, this easily resolved.

  1. In QuickBooks Desktop, press Ctrl + 1 on your keyboard.
  2. Then check the file size. The file can only have a maximum of 500,000 Total Targets to import. If your file exceeds this, enter your customer opening balances in a new QuickBooks Online file. Note: We recommend doing this at a period end, or even better, at your financial year end.
  3. Then follow the steps to move your QuickBooks Desktop file to QuickBooks Online.

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