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How do I transfer all my data from QB Desktop to Simple Start Online?

 
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How do I transfer all my data from QB Desktop to Simple Start Online?

Hey there, bbankart.

 

Thanks for taking the time to contact the Community for support. You've come to the right place for assistance with all things QuickBooks. I can show you how to transfer your data from Desktop to Simple Start.

 

First things first, there are a few prerequisites to go over before starting the conversion. Some of these include:

  • The transfer has to be done through Internet Explorer.
  •  QuickBooks Online isn't compatible with the 64-bit version of Internet Explorer. Make sure you have the 32-bit version of Internet Explorer instead.
  • You'll need to be logged in as an Admin user on both QuickBooks Online and Desktop.

I've got an article for you that explains these requirements and provides a detailed outline of the steps for the conversion process. You can check it out here: https://quickbooks.intuit.com/community/Getting-Started/Visual-Guide-to-Export/m-p/186187.

 

Before you make the switch, it's important to note the differences between the Desktop and Online versions of QuickBooks. This write-up covers any discrepancies and limitations for the migration process: https://quickbooks.intuit.com/community/Getting-Started/Import-Limitations-QuickBooks-Desktop-to-Qui....

 

I wish you and your business continued success. You know where to find me if you have questions about this process or anything else in QuickBooks. Take care.

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