how do I import quick book file?

If importing a file to QuickBooks Online is your goal, then I've got you covered, gctestfile.

Before proceeding, are you migrating from QuickBooks Desktop to QuickBooks Online? If so, I'll gladly show you how to do it.

To start, make sure QuickBooks is up-to-date, and your file isn’t too big to export for a smooth process.

After that, we can now import your desktop file to QuickBooks Online. Here's how:

1. Go to the Company menu and then select Export Company File to QuickBooks Online.
2. Choose Start your export.
3. Sign in as an admin to your QuickBooks Online company.
4. If you track inventory 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 and Advanced can track inventory. Both plans use the FIFO method.

5. Select the Choose online company▼ drop-down menu, and choose the QuickBooks Online company you want to be replaced by your company file.
6. Click Continue.
7. Enter “Agree” in the text field, then select Replace.
8. Select Yes, go ahead and replace the data, then select Replace.

If you’re using a version older than 2018, I'd suggest using a trial version to convert your file.

Once done migrating, you'll have to make sure your books match by running financial reports in the two versions of QuickBooks.

For more details, please see this article: Learn About Converting from QuickBooks Desktop to QuickBooks Online.

In case you'd like to import your QuickBooks lists, I'd recommend browsing this article for the step-by-step process: Move your List to QuickBooks Online.

Additionally, I've included these articles that'll help you complete your future task in QuickBooks Online:

• Connect your Bank or Credit Card Account
• Create and Send Invoices to your Customer
• Track your Bills and Learn How to Pay them in QuickBooks

• Categorize Bank Transactions in QuickBooks Online

• Reconcile an account in QuickBooks Online

Please come back and keep us posted on your progress in importing your file to QuickBooks Online. I'm determined to get this resolved. 

Thank you so much for providing this detail. I have an export file of a company that I’m looking to purchase, I am set up online on a Mac for QuickBooks. I don’t see an option that I can import a file that was emailed to me from the seller. Any help on this would be greatly appreciated. 

Good day, gctestfile. 

I appreciate you for sharing detailed information and I'm happy to guide you today so you'll be able to import your file in QuickBooks Desktop for Mac. 

In QuickBooks Desktop, make sure you're on the No Company Open screen. If you have a company open, go to File and select Close company.  Then, let's proceed to import your QuickBooks Online file.

Here's how:

1. Go to File at the top menu bar.

2. Select Utilities. 

3. Choose Import Web Connect Files.

4. Select created QBO file. And select an existing account to import transactions

5. Then click Continue. 

Learn what are file lists and transaction types you can import into QuickBooks:

•  Import and export data in QuickBooks Desktop.
• Import data into QuickBooks for Mac

Comment below if you have other questions or clarification about importing your company files. I'll be here if you require further assistance. Have a good one!

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@gctestfile wrote:

I have an export file of a company that I’m looking to purchase, I am set up online on a Mac for QuickBooks. I don’t see an option that I can import a file that was emailed to me from the seller. 

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@gctestfile 

If you are using Mac, you can open the company file on the trial license of QB Desktop for Mac version to migrate it to QBO.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

Check with the file owner, if they are using QB Desktop (Windows) version, ask them to create a backup file for Mac. File > Utilities > Copy Company File for QuickBooks Mac