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gnocchi
Level 3

Migrating from Quickbooks Desktop Pro 2020 to Quickbooks Solopreneur Online

Hello,

 

After having a bit of trouble with my QB Desktop Pro 2020, I will give a try to the Online Solopreneur version.

I've never done payroll or needed to connect to financial institutions (always been a solopreneur) so my question is, will I be able to import the company file from the desktop to the online version?

 

Thank you for your help,

 

Marty

2 Comments 2
4Gal
Level 10

Migrating from Quickbooks Desktop Pro 2020 to Quickbooks Solopreneur Online

You can use the online tool to export data to QB Online, not QB Solopreneur.

https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/move-quickbo...

 

QBSP is a stand-alone product, the replacement for QBSE.

Clark_B
QuickBooks Team

Migrating from Quickbooks Desktop Pro 2020 to Quickbooks Solopreneur Online

Hi there, @gnocchi.

 

Let me provide information about importing your company file from the desktop to QuickBooks Solopreneur.

 

Currently, the option to import company files directly to QuickBooks Solopreneur is unavailable. However, you can export your company files from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

 

To move your desktop file to QBO. Follow the steps below:

 

  1. Sign in as an admin, and go to the Company menu.
  2. Select Export your Company File to QBO.
  3. Select Get Started, and sign in as an admin to your QBO company.
  4. Select Choose Online Company, and choose the company you want to replace with your company file.
  5. Select Continue, and if you track your inventory in QBDT:
  • Select Yes to bring them over, then enter the as-of date. Note: Use the first day after your last tax filing period as your inventory start date.
  • Select No if you want to set up new items later in QuickBooks Online.

      6. Enter Agree in the text field, then select Replace.

      7. Select Yesgo ahead and replace the data, then select Replace.

 

For more detailed information, refer to this article: Move your QuickBooks Desktop file to QBO.

 

I'll also add this article to help you know more about the features and data from QBDT and QBO: Features and data.

 

Feel free to click the Reply button below if you have other questions about importing company files from the desktop to QBO. I'm always here to help. Have a great day.

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