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.
Step 1: Get your desktop file ready
Note:
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- Make sure QuickBooks is up-to-date.
- To ensure that your Total Targets is less than 500,000, press Ctrl + 1 on your keyboard. If it exceeds, enter your customer opening balances in a new QuickBooks Online file.
- Print a copy of your Sales Tax Liability report. You'll need it to enter adjustment entries after your move.
- Go to the Reports menu, then select Suppliers & Payables. Select Sales Tax Liability.
- From the Datesâ–Ľ dropdown, select All.
- At the top, from the Printâ–Ľ dropdown, select Save as PDF.
- 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. |
- Sign in as an admin to the company file you need to import.
- Go to the Company menu, then select Export Company File to QuickBooks Online.
- Select Start your export.
- Sign in as an admin to your QuickBooks Online company.
- If you track stock in QuickBooks Desktop:
- Select Yes to bring them over, then specify the as of date.
- Select No if you want to set up new items later in QuickBooks Online.Note: Only QuickBooks Online Plus can track stock. It uses the FIFO method.
- Select the Choose online companyâ–Ľ dropdown, and choose the QuickBooks Online company you want to be replaced by your company file.
- Select Continue.
- Enter “Agree” in the text field, then select Replace.
- 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.