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nesha1
Level 1

I exported the OE file from QB Desktop Pro 2020 and don't know how to import it into QBO for my client

 
1 Comment 1
MadelynC
QuickBooks Team

I exported the OE file from QB Desktop Pro 2020 and don't know how to import it into QBO for my client

You’re on the right track, @nesha1.

I'd be glad to help you with the importing process. You can follow these steps below to import files in QuickBooks Online.

  1. Log in to the company file you need to import.
  2. Go to the Company menu, then select Export Company File to QuickBooks Online.
  3. Select Start your export.
  4. Sign in to your QuickBooks Online company.
  5. If you track inventory in QuickBooks Desktop:
    You can select Yes if you'd like to bring them over.
  6. Click the ▼ drop-down and choose the QuickBooks Online.
  7. Select Continue.
  8. Enter “Agree” in the text field, then select Replace.
  9. Click Yes.

If you’d like to set up new items in QuickBooks Online, you can refer to this article and has detailed steps in importing: Move your QuickBooks Desktop file to QuickBooks Online.

I'm always here if you have additional questions about importing. I'm here to help in any way possible. Have a great day.

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