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Level 2

I am trying to convert QB 2008 desktop file to QBO. I did a File, export copy of data for QBO. How do I import to QBO???

 
3 Comments
Content Leader

I am trying to convert QB 2008 desktop file to QBO. I did a File, export copy of data for QBO. How do I import to QBO???

Hi there, kelleherk.

 

Thank you for taking the time to contact the Community. I'd be glad to help you with importing the copy of your data into QBO.

 

Now that you have selected to export a copy of your desktop data, you'll need to log into QBO next. Once you're logged into QBO, click the Gear icon in the top right corner, then select Import Data. There you'll see the question "Need to import QuickBooks Desktop data?," click Find out how.

 

From here follow the onscreen steps to walk you through the upload. This article provides additional information on the conversion process: https://quickbooks.intuit.com/community/Getting-started-with-QuickBooks/The-QuickBooks-Guide-to-Conv.... In the article, scroll to the section titled "The Conversion Process" and click Export.

 

It's important to note the differences when you switch from the Desktop to Online versions of QuickBooks. This write-up explains the limitations of making the change: https://quickbooks.intuit.com/community/Getting-Started/What-isn-t-imported-when-you-move-from-Quick....

 

I wish you and your business continued success. Please let me know if you have any other questions. Take care.

 

 

Level 1

I am trying to convert QB 2008 desktop file to QBO. I did a File, export copy of data for QBO. How do I import to QBO???

Hi Morgan,

 

Unfortunately that method doesn't work with 2008.  Any other ideas??

QuickBooks Team

I am trying to convert QB 2008 desktop file to QBO. I did a File, export copy of data for QBO. How do I import to QBO???

Hello there, @SpinnersDiscGolf,

 

You'll first need to create a portable company file since you're using QB Desktop 2008.

 

Let me guide you through on how to accomplish this:

  1. Go to the File menu, then select Create Copy.
  2. Choose Portable company file, then click Next.
  3. Choose the location where you want to save the portable copy.
  4. Click Save, then OK.

Once done, download and install an updated trial version of QB Desktop, then restore your company file. Make sure to log in as the administrator in both QuickBooks Desktop and QuickBooks Online account during this process.

 

To export your company data, please read through this article for the detailed steps: Convert QuickBooks Desktop file to QuickBooks Online.

 

Should you need further assistance converting your company file, don't hesitate to leave a comment below. I'd be glad to help.

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