Move your QuickBooks Desktop file to QuickBooks Online
SOLVED•by QuickBooks•1282•Updated 4 days ago
Learn how to import your QuickBooks Desktop company file into QuickBooks Online.
Find out how to prepare and move your company file to QuickBooks Online. Be familiar with the basics of QBO and enjoy a more flexible, secure, and up-to-date platform for your books. Check out all the benefits you get when you move to QuickBooks Online.
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Note: Contact QuickBooks Time support if you have it integrated with your QuickBooks Desktop account. Do this to integrate it with your new QuickBooks Online account.
Watch or follow the steps to get it done:
To watch more how-to videos, visit our video section.
Note: You have 60 days from the time you create your QuickBooks Online account to move your data. If you’re not sure how old your company is, sign in to QuickBooks Online. Then, refresh this page for personalized info.
In QuickBooks, press F2 (or Ctrl+1) to open the Product Information window.
Check your current version and release. You’ll have greater success if you have the following QuickBooks versions and releases or higher: 2019 R17, 2020 R15, 2021 R10, and 2022 R5.
The total targets need to be less than 750,000 for it to be converted to QuickBooks Online. Press Ctrl+1 on your keyboard to check. If it’s more than said number, you have the option to either import lists and balances into QBO or start fresh.
Make sure to wait 2-3 days after you've run payroll to move your data. This will insure all your paycheck info transfers over to QuickBooks Online. Then make sure to move your data before your next payroll.
Enter Agree in the text field, then select Replace.
Select Yes, go ahead and replace the data, then select Replace.
QuickBooks Desktop Enterprise
Note: If you use advanced features (such as advanced reporting and advanced inventory), start fresh so that all your data will move to QuickBooks Online. If you want to use these features in Enterprise, learn about cloud-enabled QuickBooks Desktop Enterprise.
Sign in as an admin to the desktop company file you want to move.
On your keyboard, press Ctrl + 1 to open the Product Information window.
Press Ctrl + B + Q, then select OK to display the export window, then select Get started.
Sign in as an admin to your QuickBooks Online company.
Select Choose online company, then select the company you want to replace with your company file, then select Continue.
If you track inventory in QuickBooks Desktop:
Select Yes to bring them over, then specify the as of date. Note: Use the first day after your last tax filing period as your inventory start date.
If you use payroll, check out this guide to set up and run your payroll in QuickBooks Online. Note: To view this, you'll need to sign in to QuickBooks Online.