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I'm here to guide you with migrating your QuickBooks Desktop (QBDT) file to QuickBooks Online (QBO), shetty.
Beforehand, please take note of the following:
To migrate from QBDT to QBO, we can:
Here's an article for more info: Move your QuickBooks Desktop file to QuickBooks Online.
Then, we compare our reports in QBO and QBDT to ensure everything matches and is organized accordingly. Also, we can look at the conversion guide if you notice any differences in the appearance of your books.
I'm still ready to provide any details about migrating from QBDT to QBO. Have a good one!
Which QB Desktop year version?
Open your company file and hit CTRL+1 keys. How big is your Total Target?
Hi, I am working with a new client who I just created a new QBO Simple start plan. Their previous accountant was using QB Desktop and has provided with me with a backup file on a thumb drive. Can I import this file into the new online account using the thumb drive file?
I'm glad to assist you in smoothly transitioning your client's data from QuickBooks Desktop to QuickBooks Online, @mwendel.
Certainly! You can import your client's file from the thumb drive into your new QuickBooks Online (QBO). Before doing so, you'll have to open the exported file from your thumb drive in QuickBooks Desktop (QBDT) to make sure it's formatted accordingly.
Afterward, proceed to migrate and import it into QBO. If you do not have access to the QBDT program, you can download and utilize the 2021 trial version to complete the process.
When you're ready to move a file from QBDT (Pro or Premier) to QBO, follow these steps:
You can also read this article for the complete details: Move your QuickBooks Desktop file to QuickBooks Online.
For additional reference, you can use this article as a reference to understand how features and data move from QDT to QBO: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.
Feel free to update me on your progress or ask any questions in the comments. I'm here to assist you every step of the way. Good luck with the migration!
Doesn't answer for QB Enterprise. The menu option under Company is not available on 21 (still supported) to export to QB Online even after updating the file to the latest release and restarting QB Enterprise.
Hello there, coveryourassets.
I appreciate you for what you've done on your end.
The Export Company File to QuickBooks Online feature is exclusively available in QuickBooks Pro and Premier. There's a similar feature you can use to achieve the same goal.
Here's how:
Here's an article for more info: Move your QuickBooks Desktop file to QuickBooks Online
Also, you can compare your reports in QuickBooks Online and QuickBooks Desktop to ensure everything matches and is organized accordingly. You can look at the conversion guide if you notice any differences in the appearance of your books.
I'll keep an eye out for your reply. And if you have any other QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.
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