Move from QuickBooks Desktop to QuickBooks Online
by Intuit•23• Updated about 20 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:
- QuickBooks Desktop migration tool: Use the built-in tool within your current Desktop software.
- Online tool: Use the dedicated online migration tool.
- Expert assistance: Contact experts to move your data at no cost if you run into issues or prefer professional help.
- 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.
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