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

 
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Best answer April 25, 2020

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QuickBooks Team

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
Highlighted
QuickBooks Team

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

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