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Move from QuickBooks Desktop to QuickBooks Online

by Intuit•23• Updated about 19 hours ago

Moving from QuickBooks Desktop to QuickBooks Online provides automated workflows and flexibility to manage your business from any location. You can migrate your data using tools within QuickBooks Desktop or through an online migration tool.

Why switch to QuickBooks Online?

QuickBooks Online is an online platform that connects different parts of your business by capturing data in constant motion. It offers unmatched flexibility to meet evolving business needs through continuous improvements.

  • Access from anywhere: Use the mobile app to categorize transactions, send invoices, and track mileage on business trips.
  • Reduced IT overhead: Eliminate the need for local servers, manual backups, or disruptive manual updates.
  • Automated data tracking: Connect bank accounts to automatically track, categorize, and match income and expenses.
  • Integrated ecosystem: Access built-in services like Payroll, Payments, Time Tracking, and Mailchimp.
  • Real-time collaboration: Multiple users can work across different devices at the same time at no extra charge.

How to move your data to QuickBooks Online

Support is available at every step of the transition process.

Choose a migration method

You can move your data in several ways depending on your business needs:

  1. QuickBooks Desktop migration tool: Use the built-in tool within your current Desktop software.
  2. Online tool: Use the dedicated online migration tool.
  3. Expert assistance: Contact experts to move your data at no cost if you run into issues or prefer professional help.
  4. Accounting professional: Ask your accountant or bookkeeper to assist with the move.

Set up for success

  • Free Assisted Migration: Available for Desktop Pro, Premier, Mac, or Plus users who sign up by July 17, 2024, and initiate by July 31, 2024.
  • Free Personalized Setup: Talk to a product expert for one hour for free to set up your account and learn how to use it.
  • QuickBooks Online app: Download the app for Windows or Mac to use a view similar to Desktop, including keyboard shortcuts and multiple company tabs.

1 Free assisted migration from QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”)  to QuickBooks Online Simple Start, Essentials, Plus, or Advanced (“QuickBooks Online”), or QuickBooks Desktop Payroll, Payments, or Time to QuickBooks Online Payroll, Payments, or Time is available to customers who sign up to migrate to QuickBooks Online by July 17, 2024 and subject to capacity. Customers must initiate migration by July 31, 2024.  The offer is eligible to Desktop customers that are migrating their Desktop data to QuickBooks Online. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Results may vary based on business complexity and file size. Terms and conditions, features, support, pricing, and service options subject to change without notice.

2 Free personalized setup from QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”) to QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QuickBooks Online”), or QuickBooks Desktop Payroll, Payments, or Time to QuickBooks Online Payroll, Payments, or Time is available to small business users who sign up by July 17, 2024, and is subject to capacity. Customers must initiate a setup meeting by July 31, 2024. The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online. Personalized setup is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Terms and conditions, features, support, pricing, and service options subject to change without notice.

3 QuickBooks Online Mobile: QuickBooks Online requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.

4 Security done for you: QuickBooks Online uses technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and information.

5 Third party apps: Apps may require a third-party subscription. Third party applications available on apps.com. Subject to additional terms, conditions, and fees.

6 QuickBooks Online requires a computer with a supported browser (see System Requirements for a list of supported browsers) and an Internet connection (high-speed recommended).

7 Multiple users: User numbers vary based on plan type.

8Live insights from your accountant: Invite up to two accounting professionals, such as your accountant or bookkeeper, to access your data. Once they accept your invitation, they will automatically be signed up for QuickBooks Online Accountant, allowing them to access your data.

9QuickBooks Online app: The QuickBooks Online app for Windows and Mac (app) requires a Windows PC or Mac computer with a supported browser (see System Requirements for a list of supported browsers) and an Internet connection (high-speed recommended). The app is available for QuickBooks Desktop migrators with an active QuickBooks Online Simple Start, Essentials, Plus, or Advanced subscription. Multiple company tabs allow for simultaneous sign in across multiple company files. Access to each company file sold separately. Terms and conditions, features, support, and services options subject to change without notice.

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