Setting up QB online with my existing QB desktop information

What QB Desktop year version?

Can you open your file on QB Desktop without any issue?

Hello, Russ_HomeAid Orlando.

Appreciate your effort in reaching out to us. To ensure an easy transfer of your data. First, you have to update your QuickBooks Desktop, then follow these basic troubleshooting steps.

Here’s how:

1. In QuickBooks, locate your company data file.
2. Close QuickBooks Desktop.
3. Copy your company file to a new folder on your local c-drive.
4. Open your company file in QuickBooks Desktop from the new location.
5. Select Company, then select Export your company file to QuickBooks Online.

If you have other questions and concerns, our Community Team is always here to assist you.

Hi, Russ_HomeAid Orlando.

Just checking in to see if the solution we shared worked for you. Please let us know if everything is now working smoothly or if you're still experiencing any challenges.

We’ll be glad to assist further if needed.