Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
RLS349
Level 1

QB Ledger

I have 5 Ledger accounts from the July 2025 50% off for a year for Pro Advisors. I'm ready to migrate my desktop clients, but have been unable to find any step-by-step instructions to do so.  Most of the videos are a year old and their screen shots do not match my actual QB desktop or QBO screens.  I have been a QB desktop user since MS-DOS Version 2 so migrating to QBO is extremely time consuming and painful.

 

3 Comments 3
ShyMae
QuickBooks Team

QB Ledger

I appreciate you for being with us for decades, RLS349. I understand how challenging it can be to migrate from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

 

QBO doesn't support multiple company files under a single subscription, so it's great to hear that you already have five separate ledger accounts for your clients.

 

When migrating from QBDT to QBO, you have 90 days starting from the date you create your account to use the migration tool.

 

Since you mentioned that the five accounts are from the ProAdvisor discount in July and the 90 days have passed, I recommend using a third-party migration tool. You can explore our QBDT Marketplace to check various options available.

 

If you opt to create or subscribe to a new QBO account, ensure your client's company file is ready for the migration.

 

If you're using QBDT 2022 or newer, the process is straightforward.

 

For Pro and Premier, navigate to the Company menu, select Move to QuickBooks Online. Then, follow the instructions to export the company file to the new system.

 

If you're using QBDT Enterprise, press Ctrl + 1to open the Product Information window. Then, press Ctrl + B + Q, and select OK to start the migration process.

 

If you don't have QBDT 2022 or newer, open the online tool for your version, then upload your client's company file:

 

 

For the remaining steps, refer to this article: Move your QBDT file to QBO.

 

If you're using QBDT Accountant versions, you can use the Accountant Batch Migration Tool. Keep in mind that you have 60 days from the time you create your QBO account to move your data when you choose this process.

 

In this case, I recommend contacting our live support team for further assistance. Our experts can provide you with a detailed process and guide you through every step to ensure a successful migration.

 

Please let us know if you need assistance with anything else. We're still here to help.   

RLS349
Level 1

QB Ledger

I still need detailed step by step instructions to migrate from QBDT 2023 to QB Ledger.

The process is confusing and does not seem to be complete.

SIAB
Level 7

QB Ledger

@RLS349 

You can only convert data from QB Desktop to QB Online. You might consider using the trial version of QB Desktop Enterprise to access your historical data for good and start fresh in Ledger.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us