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Move your books to QuickBooks Online with an online tool

SOLVEDby QuickBooks131Updated 3 weeks ago

Learn how to move your books from QuickBooks Desktop to QuickBooks Online with an online tool.

If you don't have access to your QuickBooks Desktop or it's out of date, don’t worry. Anyone with a QuickBooks Desktop file can use this tool.

You can use this tool if:

  • You have a QuickBooks Pro, Premier, Enterprise or QuickBooks Desktop for Mac file.
    • The tool will move data from QuickBooks company files (.QBW), portable files (.QBM), backup files (.QBB), and QuickBooks Desktop for Mac files if you save a backup for Windows (.qbb).
  • You're an accountant who doesn’t have QuickBooks Desktop and want to help your client move to QuickBooks Online.
  • You don't have QuickBooks Desktop, but you have a QuickBooks Desktop file that you want to move to QuickBooks Online.
  • Your QuickBooks Desktop file version is between 2011 and 2022 . If you’re using a file from 2010 or earlier , follow these steps to fix your company file before using the tool.
    Note: The online tool does not yet support QuickBooks Desktop 2023. Find out how to move your 2023 company file to QuickBooks Online.

Before you use the tool:

  1. Make sure your chart of accounts balance are up to date and accurate.
  2. Make sure your balance sheet with your latest tax return
  3. Reconcile your bank and credit statements
  4. Categorize any open transactions
  5. Pay any outstanding invoices
  6. Finish any outstanding payroll runs or payroll tax payments

Check out the pre-move checklist for more info.

Note: Check out Learn how features and data move from QuickBooks Desktop to QuickBooks Online article to see what moves to QuickBooks Online.

Step 1: Open the online tool

  1. Select the link for your QuickBooks version:
    1. QuickBooks Pro/Premier
      1. Use this link for QuickBooks Desktop for Mac files saved for Windows as well.
    2. QuickBooks Enterprise
  2. Select Get Started, then sign in with your Intuit Account.

Step 2: Upload your company file

Follow these steps to upload your company file.

  1. Select the file icon on the top bar and then Temporary Files.
  2. Select Upload Files then browse to the company file (.QBW) you want to move.
  3. Close the pop-up once your company file is uploaded.
  4. Select Show uploaded file to see your uploaded company file.

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Step 3: Auto-update your file and move it to QuickBooks Online

Once your file is uploaded, we’ll auto-update it to the latest version of QuickBooks Desktop. Next, you'll see an option to move to QuickBooks Online.

Move to QuickBooks Online

Follow the on-screen instructions to guide you through the move to QuickBooks Online.

If your books fail to update to QuickBooks Desktop or move to QuickBooks Online, contact customer support.

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