cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
maribeth2
Level 1

Hi, how can I migrate information from QB Desktop to QB Online? Thank you.

 
Solved
Best answer April 25, 2020

Best Answers
JenoP
Moderator

Hi, how can I migrate information from QB Desktop to QB Online? Thank you.

Good day, maribeth2. 

 

I can see that this port was tagged for QuickBooks Self-Employed (QBSE).

 

If you meant migrating from QuickBooks Desktop (QBDT) to QBSE, this option is currently unavailable. Unlike QuickBooks Online (QBO) and the Desktop version, QBSE is designed for a specific type of business owner (freelancers and self-employed individuals). 

 

You'll need to manually re-enter your invoices and payments in your account. You can also add your bank or import older transactions for faster categorization. Use these articles as your guide:

 

However, if you're moving from QBDT to QBO, use these articles instead on how to convert your data:

 

Please add a reply below if you still need more help with this. The QuickBooks Team is always here to guide you. 

View solution in original post

1 Comment 1
JenoP
Moderator

Hi, how can I migrate information from QB Desktop to QB Online? Thank you.

Good day, maribeth2. 

 

I can see that this port was tagged for QuickBooks Self-Employed (QBSE).

 

If you meant migrating from QuickBooks Desktop (QBDT) to QBSE, this option is currently unavailable. Unlike QuickBooks Online (QBO) and the Desktop version, QBSE is designed for a specific type of business owner (freelancers and self-employed individuals). 

 

You'll need to manually re-enter your invoices and payments in your account. You can also add your bank or import older transactions for faster categorization. Use these articles as your guide:

 

However, if you're moving from QBDT to QBO, use these articles instead on how to convert your data:

 

Please add a reply below if you still need more help with this. The QuickBooks Team is always here to guide you. 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up