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crandallab-yahoo
Level 1

Is it possible to transfer desktop QB (2018) data to QB Online

 
2 Comments 2
Angelyn_T
QuickBooks Team

Is it possible to transfer desktop QB (2018) data to QB Online

Welcome to the Community page, @crandallab-yahoo.

 

Yes, it's possible to transfer QuickBooks Desktop (QBDT) 2018 data to QuickBooks Online (QBO). I'm here to help you with the process.

 

To get started, make sure to update your QuickBooks to the latest release. Then, review the size of your file. Make sure that it isn't too big to export. You can use this article on how to condense your QuickBooks Desktop file for import to QuickBooks Online.

 

Once done, here's how you can import your file to QBO if you're using QBDT Pro or Premier.

 

  1. Sign in as an admin to the company file you need to import.
  2. Go to the Company menu, then select Export Company File to QuickBooks Online.
  3. Click on Start your export.
  4. Sign in as an admin to your QuickBooks Online company.
  5. If you track inventory in QuickBooks Desktop:
  6. Click on the Choose online company dropdown, and choose the QuickBooks Online company you want to be replaced by your company file.
  7. Hit Continue.
  8. Enter “Agree” in the text field, then select Replace.
  9. Tap Yes, go ahead and replace the data, then select Replace.

 

For QBDT Enterprise, you can check out the instructions under QuickBooks Desktop Enterprise on this link: Move your QuickBooks Desktop file to QuickBooks Online.

 

I'm also adding this article to know more about what to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

To get started with QBO, you can also review the information from these articles:

 

 

If you need additional help with transferring your file to QBO, please let me know by adding a comment below. I'm more than happy to help. Keep safe!

Fiat Lux - ASIA
Level 15

Is it possible to transfer desktop QB (2018) data to QB Online

@crandallab-yahoo 

Your tag is QBSE. You can only able migrate data from QBD to QBO, not QBSE. Makes sure your Total targets < 350K. Otherwise you may need to purchase a 3rd party conversion service.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

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