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Move your attachments from QuickBooks Desktop to QuickBooks Online

by Intuit4 Updated 3 days ago

Learn how to move your attachments from QuickBooks Desktop to QuickBooks Online.

When you move your books from QuickBooks Desktop to QuickBooks Online, any  attachments in your company file are also moved.

Attachment size and location: ‌

  •  Only attachments 30MB or smaller will be moved.
  •  Attachments must be stored on your computer's local hard drive. However, if they're stored on a server, you'll need to manually upload them to QuickBooks Online.
  •  QuickBooks Desktop backup files don't contain attachments. If you use a backup file for migration, attachments won't be included.

How to migrate:

  •  Attachments will only be migrated when you start the migration directly from QuickBooks Desktop.
  • To start the migration, go to Company and select ‘Export your company file to QuickBooks Online’.

Supported attachment file types

To protect the security of your QuickBooks Online account, the following file types are supported for attachments:

  • CSV
  • DOC
  • GIF
  • JPEG
  • PDF
  • PNG
  • TIFF
  • XLSX
  • XML

Supported Entities for Attachment Migration:

Attachments will be moved for these QuickBooks entities:

  •  Bills
  •  Checks
  •  Company
  •  Credit card charges
  •  Credit memos
  •  Customers
  •  Deposit
  •  Employees
  •  Estimates
  •  General journal entries
  •  Invoices
  •  Paycheck
  •  Purchase orders
  •  Receive payments
  •  Sales receipts
  •  Transfers
  •  Vendors

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