Switch from Desktop 2019 to Online

Thanks for checking out the Community, Aimee.

I'm here to share additional insights about the migration process.

Your historical data from QuickBooks Desktop will transfer automatically to QuickBooks Online. However, there are differences in how your books will appear. Also, some features in the online version are named differently and might not work exactly the same.

To find out how your company file will be converted, I recommend reading this article: Learn how features and data move from QBDT to QBO. I'm also adding these references that will guide you in converting your data and setting up your QBO company:

• Move your QuickBooks Desktop file to QuickBooks Online
• What to do after you move from QuickBooks Desktop to QuickBooks Online
• Getting Started With QuickBooks Online

Don't hesitate to add a comment below if you have further questions about this topic. I'm always here to assist.

@asimpson61 

Do you need to convert data from QBD 2019 to QBO US version?

https:// quickbooks.grsm.io/US

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

Open your company file and hit f2 key. How big are your Total Targets?

Earlier this year I signed up for QBOL and have been having my account charged to my CC monthly. I was going to start OL on Oct 1 but for some reasons I can't swap over.

@Hen12 

You can install the trial version for QB Desktop 2023 to upgrade your file and convert it to QBO. But why should you consider switching to QB Online? If you work alone, you should stick with QB Desktop.

Hello and welcome to the Community thread, @Hen12. I'm thrilled that you've joined us today. I understand that you've been experiencing some difficulties with the migration process to QuickBooks Online. Rest assured, I'm here to help make your transition as seamless as possible.

First off, did you happen to encounter any errors while performing the migration process? If so, I'd like to ask what specific error that is so I can provide you with an accurate solution, specifically intended for the error. Any additional information will be much appreciated.

In the meantime, I'd like to make sure that we've followed the complete step-by-step migration process to prevent any errors. I'd love to include these steps for your guidance, in case you need one:

When you're desktop file is all ready, 

1. Go to the Company menu, then select Export Company File to QuickBooks Online. Make sure that you're signed in as an admin.
2. Select Start your export then sign in as an admin to your QuickBooks Online company.
3. Hit on Choose online company, and choose the QuickBooks Online company you want to replace with your company file.
4. Select Continue.
5. If you track inventory in QuickBooks Desktop:
6. Select Yes to bring them over, then enter the as of date.
   Note: Use the first day after your last tax filing period as your inventory start date.
   • Select No if you want to set up new items later in QuickBooks Online.
7. Enter Agree in the text field, then select Replace.
8. Select Yes, go ahead and replace the data, then select Replace.

Check out this article for the complete process: Move your QuickBooks Desktop file to QuickBooks Online.

On the other hand, if you mean changing your billing, you can refer to this article: Manage billing, payment, and subscription info in QuickBooks Online.

Furthermore, I have provided an article that will assist you in resolving the most common errors encountered during the QuickBooks Desktop to QuickBooks Online transition: Fix errors when you move from QuickBooks Desktop to QuickBooks Online.

I'm here to provide you with any further assistance you may need with the migration process. Please don't hesitate to ask any additional questions or provide more details by simply hitting the Reply button. I'm dedicated to guiding you through this process and ensuring that all your concerns are addressed. Keep safe and have a good one.