How to manually move from QuickBooks Desktop to QuickBooks Online

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.

Have a question about the discontinuation of QuickBooks Desktop? Get answers to frequently asked questions here.