I'm here to help you bring up your historical data into QuickBooks, parkwaypal.
Just a heads up, there can be limitations when moving historical data since desktop and online have different features. For QuickBooks Self-Employed (QBSE), we can manually import the transaction for the dates that we want. I suggest saving the data through our supported file format (CSV).
Once converted, here's how to import them:
I'm here if you need more help. Just mention my name. Thanks!
Utilize the 3rd party tool to export your transaction data and list to CSV files.
Hope it helps.
Catherine, a similar question. We just purchased Desktop Pro 2020 with the intent to use it for our small business. Since we can only use it on one computer we are considering using the online essential option instead. Can the history in our program be migrated to the online version, and can we return the recently purchased item? *we opened the business in January 2020 so recreating the content would not be impossible. Thanks - Salena
First, open your QBO account
Then migrate your data file from QB Desktop to QB Online
go to menu File > Utilities > Copy Company File for QuickBooks Online
Keep in mind about the limitation of migration.
Once it is migrated, ask for the fund if you are still eligible