Hi, @Mjl1030. It's great having you here in the QuickBooks Community again.
Yes, if you make a copy of the company file to upload to QBO, you can re-upload an updated company file to the software. However, there are things we must consider first before doing so, and I can share some insights to help you migrate your data from QBDT to QBO.
First, make sure your company file isn't too big to export. The total targets need to be less than 750,000 for it to be converted to QBO. In your QBDT company file, press Ctrl+1 on your keyboard to check. If it's more than the said number, you have the option to either import lists and balances into QBO or start fresh. You can refer to this article in moving your company file: Move your QuickBooks Desktop file to QuickBooks Online.
Next, before you upload a company file (or re-upload an updated one), make sure that all data saved within the QBO account is deleted. You can purge your QBO account as 4Gal shared, and I've outlined the process below.
If you're subscribed to Essentials, Plus, or Advanced, you can follow these steps:
- Sign in to your QBO account.
- If you're already signed in, make sure it's the company you want to purge.
- Once you're signed in, open this link. Alternatively, enter the following address on your web browser: https://app.qbo.intuit.com/app/purgecompany.
- To confirm you want to delete your company data, enter Yes, then select OK.
- Select your industry from the ▼ dropdown.
- Select Create accounts based on my industry. This helps QuickBooks set up your chart of accounts after your data is wiped. Don't select Create an empty chart of accounts unless you've checked with your accountant first.
- Select Wipe data.
If you're subscribed to Simple Start, here are the steps:
- Cancel your QBO account.
- Sign in to the Intuit Account Manager.
- Select Data privacy.
- Select Delete.
- Select Make a delete request to confirm. Requests can take up to 90 days. During this time, don’t create a new Intuit Account using the same email address, or the new data may also get deleted.
- Sign up for QuickBooks Online.
- Enter your user ID and password. You can use the same user ID and password as before.
Once done, you can refer to this article on how to add your employees as users in QBO to let them have access to the company file: Add and manage users in QuickBooks Online.
As a future guide, let me add this article about starting over in QBO: Get started and adjust settings after you sign up for QuickBooks Online.
Keep us posted if you need further assistance migrating your QBDT data to QBO or navigating QBO. We're committed to offering ongoing support. Take care.
