cancel
Showing results for 
Search instead for 
Did you mean: 
info-asamai-com
Level 1

How to import data from desktop to online

move data from desktop to online quickbooks
5 Comments 5
Joseph_A
QuickBooks Team

How to import data from desktop to online

Hello there, @info-asamai-com.

 

To easily access your company file from the desktop version to the online version. Let me guide you on how you can import your file successfully.

 

Here's how to import your Quickbooks Desktop data to QuickBooks Online:

  1. Log in to your QuickBooks Desktop, then click Company and select Export Company File to Quickbooks Online.
  2. Enter your QuickBooks Online log in credentials on the QuickBooks Online login screen.

  3. you can choose whether you want to import your inventory data.
  4. On the dropdown list, select the company you want to import or select the create New Online Company option to create a new one.
  5. Click the Continue button then click OK.
  6. An email notification will be sent to you when the import is complete.

Here are additional things you have to consider in importing your data from desktop to online: Move your QuickBooks Desktop file to QuickBooks Online.

 

It's my pleasure to help you further if you have additional questions in importing your data. Have a great day.

Fiat Lux - ASIA
Level 15

How to import data from desktop to online

@info-asamai-com 

Make sure you are migrating from any supporting QB Desktop version (i.e 2018-2021) and your Total Targets < 350K to QB Online.

https:// quickbooks.grsm.io/US

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

 

almeidad
Level 2

How to import data from desktop to online

Let me know if you need a recommendation of 3rd party providers who can both, make sure your file is under the target limit and do the actual migration as well.

TracyJ2
Level 1

How to import data from desktop to online

I am a bookkeeper and have approx 25 clients on my QB desktop. How can I transfer all these to QB online easily??

Fiat Lux - ASIA
Level 15

How to import data from desktop to online

@TracyJ2 

Do you have 25 company files to migrate to QB Online?

https:// quickbooks.grsm.io/US

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

 

You have to migrate it one by one for sure. Contact us in private if you need assistance.

Need to get in touch?

Contact us