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Level 1

Hw do I import my desktop transactions into my QB online

Desktop bookkeeping to online bookkeeping
2 Comments
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QuickBooks Team

Hw do I import my desktop transactions into my QB online

I'd be glad to share with you the series of steps on how to move your data from QuickBooks Desktop to QBO, justinejagoda-ic.

 

First, Make sure QuickBooks is up-to-date. If you're using an outdated or a non-supported version of QuickBooks,  you'll need to use a trial version to convert your file.

 

Second, check if your company file isn’t too big to export. This is to make sure that you will not receive any error during the export process.

 

Third, begin the process of exporting your data. Here's how:

 

  1. Log in to the company file as the admin.
  2. Go to the Company menu, then select Export Company File to QuickBooks Online.
  3. Select Start your export.
  4. Sign in as an admin to your QuickBooks Online company.
  5. If you track inventory in QuickBooks Desktop:

    Note: Only QuickBooks Online Plus and Advanced can track inventory. Both plans use the FIFO method.

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

I'd also recommend checking out these articles to help you transition from Desktop to the online version:

 

Please don't hesitate to reach out to us again if you need anything else after switching to QuickBooks Online. We're always here to serve as your guide. 

 

qbdt to qbo.PNG

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Level 14

Hw do I import my desktop transactions into my QB online

@justinejagoda-ic 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 3 months. If you purchase from the Trial account, you have to pay the regular rate.

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

 

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