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Level 1

I need help converting a quickbooks desktop file to my new online platform.

 
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QuickBooks Team

I need help converting a quickbooks desktop file to my new online platform.

Nice to have you here in the Community, @timhayniecustom.

 

I hope you're having a wonderful week. Exporting your QuickBooks Desktop file to QuickBooks Online is easy and only takes a few steps. Note: make sure your Desktop file is up-to-date, and your company file isn't too big before proceeding.

 

  1. Log in to the file your need to export as the master admin.
  2. Navigate to the Company tab and choose Export Company to QuickBooks Online.

 

      3. Press Start your export and sign in to your Online account.

 

 

       4. Select a company file for your information to upload.

       5. Hit Continue and wait for the file to your Online account.

 

Now you can check to see if all your data came over correctly by running a profit and loss report and a balance sheet report. You'll want to run one in each program and compare the two to make sure everything matches up. You may find this article helpful in the process: How to fix errors when converting from Desktop to Online.

 

Please don't hesitate to touch base with me here if you need any additional assistance. Enjoy the rest of your week.

Level 15

I need help converting a quickbooks desktop file to my new online platform.

@timhayniecustom 

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