Learn how features and data transfer from QuickBooks Desktop to QuickBooks Online

_{Attachments that are 30MB or smaller}

_{Attachments on your computer's hard drive}

_{To learn more, check out Move your attachments from QuickBooks Desktop to QuickBooks Online.}

_{Profit and Loss budget types}

 _{Note: Inventory is included in QuickBooks Online Plus and Advanced}, _{and can be purchased for QuickBooks Simple Start and Essentials.}

_{Both FIFO and MAC inventory valuation methods}

_{Recalculated inventory and adjustments}

_{Note: Multi-Currency is only available in QuickBooks Online Plus and Advanced.}

_{Multi-currency preferences and transactions}

_{Banking rules for Express and Advanced mode}

_{Auto-recognized rules for Express and Advanced Mode}

_{Note: QuickBooks Online copies the current year's paycheck information as lump sums.}

_{Paychecks (as regular checks)}

_{Liability refunds, adjustment transactions, and opening balance}

_{Transactions that affect accounts (copied to journal entries)}

_{All employees (active and inactive)} 

_{Employee addresses} 

_{Date of birth}

_Gender

_{Social Security Number}

_{Company Direct deposit account numbers}

_{Bank names}

_{Routing numbers}

_{Employee bank info (for Direct Deposit)}

_Wages

_{YTD balances}

_Items

_{Full employee setup}

_{All employees (active and inactive)} 

_{Employee addresses} 

_{Date of birth}

_Gender

_{Social Security Number}

_Company

_{Direct deposit account numbers}

_{Bank names}

_{Routing numbers}

_{Employee bank info (for Direct Deposit)}

_Wages

_{YTD balances}

_Items

_{Your account will move automatically from QuickBooks Desktop with Payments.}

_{Some taxes move as journal entries. Sales tax won't copy for all transactions.} 

Attachments that are 30MB or smaller.

Attachments on your computer's hard drive.

Profit and Loss budget types.

Inventory is only available in QuickBooks Online Plus and Advanced.

Inventory (imported as First-In, First-Out method (FIFO)). You'll be asked to set the FIFO start date. QuickBooks Online will make the proper adjustments to recalculate inventory based on the FIFO start date.

Recalculated inventory and adjustments.

Multi-currency is only available in QuickBooks Online Plus and QuickBooks Online Advanced.

Multi-currency preferences.

Banking rules for Express and Advanced mode.

Auto-recognized rules for Express and Advanced Mode.

QuickBooks Online copies the current year's paycheck information as lump sums.

Paychecks (as regular checks)

Liability refunds, adjustment transactions, and opening balance.

Transactions that affect accounts (copied to journal entries)

All employees (active and inactive)
Note: Inactive employees that have current tax year payments become active post-migration.

Employee addresses
Note: You might need to fix some addresses. Addresses that are not supported will be left blank.

Date of birth

Gender

Government issued unique identity number

Company Direct deposit account numbers

Bank names

Routing numbers

Employee bank info (for Direct Deposit)

Wages

YTD balances

Items

Full employee setup

All employees (active and inactive)

Employee addresses
Note: You might need to fix some addresses. Addresses that are not supported will be left blank.

Date of birth

Gender

Government issued unique identity number

Company

Direct deposit account numbers

Bank names

Routing numbers

Employee bank info (for Direct Deposit)

Wages

YTD balances

Items

Some taxes move as journal entries. Tax won't copy for all transactions.
Note: There's a sales tax payment limitation when you switch from QuickBooks Desktop to QuickBooks Online. Payments made in QuickBooks Desktop apply to the wrong filings in QuickBooks Online. As a solution, delete the migrated sales tax payments, then recreate them in their sales tax center in QuickBooks Online.

_{Data transfers}

_{Units of measure}

_{Bank connection set up}

_{Direct bank connections’ uncategorized bank feed data}

_{Timesheet data}

_{Pay Item Mappings}

_{Settings & Preferences}

_Mileage

_{Note: You'll need to manually add previous mileage into QuickBooks Online. Learn how to track mileage in QuickBooks Online.}

_{Assemblies become Single Inventory Item on Sales Transactions}

_{Discounts for early payments (become credit memos)} 

_{Discounts taken from vendors for early payment of bills (become vendor credits)}

_{Group items (become Bundles)}

_{Zero amount lines are at the start and end of where the group item was. You can see which items were part of the group.}

_{Items move as Products and Services.}

_{Item and sub-item hierarchies migrate as categories and items, maintaining up to 5 levels of depth (any levels beyond 5 are flattened to level 5).}

_{Manufacturer's Part Number (MPN)}

_{Desktop inventory item fields}

_{Manufacturer's Part Number (MPN)}

_{Desktop inventory item fields}

_{QuickBooks Online has an additional level of account type called Detail. QuickBooks Online moves your accounts and assigns them Detail types. You can change this later if needed.}

_{QuickBooks Online will set the last A/R or A/P account that was used on a transaction as the default.}

_{Note: QuickBooks Online only allows for 1 default A/R & A/P account.}

_{Leaf node jobs (jobs that do not have any child jobs) will migrate as projects, and all remaining jobs will migrate as sub-customers.}

_{Customer Name}

_{Company Name}

_Mr./Ms.

_{First Name}

_{Middle initial (M.I.)}

_{Last Name}

_Phone

_FAX

_{Alt Ph.}

_{Customer E-Mail}

_Notes

_Terms

_{Customer Bill to Address}

_{Customer Ship To Address}

_{Tax code/item}

_{Preferred Payment Method}

_{Note (up to 4000 characters)}

_{Credit Card Info}

_{Custom fields}

_{Start date}

_{End date}

_{Job Bill to address}

_{Job Ship to address}

_{Job E-mail}

_{Inactive accounts, customers, or vendors}

_{If there isn't a balance tied to a name, it will move as inactive (deleted).}

_{Memorized Transactions will convert into Recurring Transactions.} 

_{Note: Memorized Transaction Groups don't migrate into QuickBooks Online, as Groups don't exist in QuickBooks Online.}

_{The next date will transfer without a start date on the transaction}

_{Note: QuickBooks Online Plus, Advanced, Essentials, and Simple Start support recurring transactions.}

_{Recurring Transactions}

_{Scheduled transactions (become recurring transactions)}

_{Note: In QuickBooks Desktop, a job can't have its own terms. It gets the terms from its parent.}

_{In QuickBooks Online, the equivalent to a job (a sub-customer) can have terms. You can edit the terms later to make them different from those of the parent.}

_{Vendor Name}

_{Company Name}

_Mr./Ms.

_{First Name}

_M.I.

_{Last Name}

_Phone

_FAX

_E-Mail

_Notes

_Terms

_{Print on Check as}

_Address

_AccountTax

_{Custom fields}

QuickBooks Online has an additional level of account type called Detail. QuickBooks Online moves your accounts and assigns them Detail types. You can change this later if needed.

QuickBooks Online will set the last Debtors or Creditors account that was used on a transaction as the default.
Note: QuickBooks Online only allows for 1 default Debtors & Creditors account.

Jobs (sub-customers) will move as Projects in Plus and Advanced versions. If jobs in Desktop need to stay as sub-customers in QuickBooks Online, first sign up for QuickBooks Online Essentials. Then, convert the Desktop data to QuickBooks Online. After that, you can upgrade to QuickBooks Online Plus or Advanced, if needed. The sub-customer will remain sub-customers after the upgrade.

Your jobs (become sub-customers)

Customer Name

Company Name

Mr./Ms.

First Name

Middle initial (M.I.)

Last Name

Phone

FAX

Alt Ph.

Customer E-Mail

Terms

Customer Bill to Address (except Note)

Customer Ship To Address (except Note)
Note: The Ship To Address converts, but not perfectly. The entire address will be placed in the main address field. The City, County, Zip Code/ZIP code, and the Country fields, blank. If you have multiple Ship To addresses, only the default transfers. 

VAT code/item

Preferred Payment Method

Note (up to 4000 characters)

Credit Card Info

Inactive accounts, customers, or vendors.
Note: If a customer has an open balance, they become active.

If there isn't a balance tied to a name, it will move as inactive (deleted).

Memorized Transactions will convert into Recurring Transactions.
Note: Memorized Transaction Groups don't migrate into QuickBooks Online, as Groups don't exist in QuickBooks Online.

The next date will transfer without a start date on the transaction.

QuickBooks Online Plus, Advanced, Essentials, and Simple Start support recurring transactions.

Recurring Transactions.

Scheduled transactions (become recurring transactions).

In QuickBooks Desktop, a job can't have its own terms. It gets the terms from its parent.

In QuickBooks Online, the equivalent to a job (a sub-customer) can have terms. You can edit the terms later to make them different from those of the parent.

Vendor Name

Company Name

Mr./Ms.

First Name

M.I.

Last Name

Phone

FAX

E-Mail

Terms

Print on Check as

Address

AccountTax

_{Bank account numbers and notes (security reasons)}

_{Inactive status (this status remains if zero balance and no associated unbilled charges)}

_Contact

_{Alt. Contact}

_{Invalid email address}

_{Customer Type}

_Rep

_{Price Level}

_Account

_{Credit Limit}

_{Job Status}

_{Job Description}

_{QuickBooks Online Simple Start doesn't support recurring transaction templates.} 

_{Note: To avoid errors, you'll have to delete all scheduled transactions and templates in QuickBooks Desktop before you import to Simple Start.}

_{Inactive status (this status remains if zero balance and no associated unbilled charges)}

_Contact

_{Alt. Contact}

_{Invalid email address}

_{‘Inactive’ status of vendors with non-zero balance}

_Status

_{Vendor Type}

_{Credit Limit}

_{Alt. Contact}

_Alt-Ph.

_{1099 ID}

_{Your logos}

_{Items you've added to the Favorites menu (can be found under Bookmarks)}

_{Custom templates}

_{Saved credit card info}

_{Your shortcut list and icon bar settings} 

_{Note: QuickBooks Online has its own keystroke shortcuts. In any window, press Ctrl+Alt+? (or Ctrl+Option+? on Mac) to see the shortcut menu.}

_{Note: Existing users don't automatically have access to QuickBooks Online. They need to be invited from QuickBooks Online to gain access.}

_{Note: All reconciled transactions in the register will have an R in the cleared column in QuickBooks Online. Cleared transactions will have a C in the cleared column in Quickbooks Online.}

_{Note: The address on bill payment checks is replaced by the Vendor address on your Vendor list.}

_{A bill discount in QuickBooks Desktop (becomes a Vendor credit)}

_{Bill payments made by credit card}

_{Credit card charges (convert to Expenses)}

_{Note: Active estimates are marked as Closed. Inactive estimates are marked as Rejected. Estimates used for progress invoicing won't link to the invoices you created in Desktop.}

_{Sales order transactions (open and closed)}

_{Sales order (convert to purchase order)}

_{Sales order (convert to invoice)}

_{Your finance charge invoices (become invoices in QuickBooks Online)}

_{Note: You can run an open invoice report to see which customers are overdue. Manually add finance charges to appear on the customer's next invoice.}

_Logos 

_{The PO No field (will move to Custom Field 1)}

_{Sales Rep (will move to a Custom Field)}

_{Credit card info saved on an invoice}

_{Item receipts (convert to Bills)}

_{Note: You may see some transactions like checks and invoices move as journal entries. This only happens if:}

_{Reimbursable expenses and unbilled time (become billable expenses)}

_{Note: QuickBooks Online has billable expenses, which are similar to reimbursable expenses in QuickBooks Desktop.In QuickBooks Online, you specify the markup percentage when you create the purchase instead of the invoice.}

_{The Bill received preference}

_{Subtotals don't move (but are included in the Description field)}

_{Progress Invoices (invoices based on estimates) and their extra fields.}

_{Other and Other Customer custom fields} 

_{Recurring payment transactions}

_{Open purchase orders (PO) (won't reflect items received)}

_{The link between bills and POs}

_{Note: The PO will need to be linked to the Bill to reflect items received.}

_{Billable statuses.} 

_{Note: You can't make a journal entry billable in QuickBooks Online.}

_{Open POs won't reflect items received.}

_{The PO will need to be linked to the Bill to reflect items received.}

_{Your past reconciliation reports}