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shawsoutheast-ya
Level 1

I am a secondary company on desktop. The option to convert to online is not listed under Company. I need help please.

 
2 Comments 2
GlinetteC
Moderator

I am a secondary company on desktop. The option to convert to online is not listed under Company. I need help please.

Hello there, shawsoutheast-ya.

 

Let me share some information with you about converting QuickBooks Desktop company file to QuickBooks Online.

 

Make sure QuickBooks is updated to the latest release and check if your company file isn't too big to export. Then, import your desktop file to QBO:

 

  1. Sign 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 inventory in QuickBooks Desktop:
  6. Select the Choose online company▼ dropdown, 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.

 

For more details, check it here.

 

I've also included some articles to learn more ways of handling your QuickBooks data:

 

 

I appreciate if you'd update me on how the steps work. I want to make sure everything is taken care of for you.

Fiat Lux - ASIA
Level 15

I am a secondary company on desktop. The option to convert to online is not listed under Company. I need help please.

@shawsoutheast-ya 

Which QB Desktop year version do you have?

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