I need to transfer my quickbook desktop to online. How do I go about it

You're in the right place for help transitioning from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), SIGNNITIVE. I can guide you through each step of the process.

To ensure a smooth transition of your QBDT data to your QBO subscription, please keep in mind the following essential points:

• Make sure your chart of accounts balances is up to date and accurate
• Reconcile your bank and credit statements
• Categorize any open transactions
• Pay any outstanding invoices
• Ensure your balance sheet is with your latest tax return
• Finish any payroll runs or payroll tax payments

Moreover, the transition process can vary depending on the version of QBDT you currently use. For QBDT 2021 or older versions, you can use our web-based migration tool. Before doing so, please create a backup copy of your company file. Once done, convert your file to the online version. Here's the step-by-step process to accomplish this:

1. Choose the link for your QBDT version:
   • QuickBooks Pro/Premier
   • QuickBooks Enterprise
2. Select Get Started, then sign in with your Intuit account.
3. Click Select file and look for the backup copy.
4. Pick the Continue with uploaded file option.
5. Hit Select file and choose Open to upload your file.

When your file is uploaded, we will auto-update it to the latest version of QBDT. You'll then see an option to move to QBO. You can then follow the on-screen instructions to guide you through the movement. For more details, reference this article: Move your QBDT file to QBO.

Additionally, I've included these helpful resources that will help you adapt to the tasks and features in QBO:

• What you need to do after moving to QBO
• Get started with QBO
• Video tutorials about QBO

We aim to help you establish accurate data transfer from QBDT to QBO, SIGNNITIVE. Please notify us if you require further assistance migrating or other QuickBooks-related questions. Have a wonderful day ahead.

@SIGNNITIVE 

Open your company file and hit CTRL 1 keys. How big is your Total Target?

Basically, you start the process from within your QuickBooks Online account.
QuickBooks Online has a tool for this, inside QuickBooks Online, there's a feature that helps you move your Desktop data. You'll need to update your Desktop software, so make sure it's the latest version. Follow the prompts as the online tool will guide you step-by-step.

Hi - We did all of the steps in your tutorial to convert from QB 2021 Pro Desktop to Online, and it did not work. The message we received was "There's not a QB version that can open the file".

Can you help with this please?

Thanks for joining this thread, Laura VAR.

I want to make sure you're able to successfully convert your data from QuickBooks Desktop to the Online version.

Since you have tried the steps mentioned above and received this error, I recommend reaching out to a member of the QuickBooks Desktop Support Team. Agents have specialized tools, such as the ability to share your screen, to take a more in depth look as to what is causing this issue. Here's how to get in touch with the team:

1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
2. Select Contact Us.
3. Give a brief description of your issue, then select Continue.
4. Sign in to your Intuit account and select Continue and then Continue with my account.
5. We'll email you a single use code. Enter your code and select Continue. (If you have more than one account, select the account you want to use and then Continue.)
6. Select to chat with us or have us call you.
 

The following article provides these steps if you ever need them again in the future: Contact QuickBooks Desktop Support

Please feel free to reach back out if you have any other questions. I'll be here to help in any way that I can.

@Laura VAR  

Did they use their web-based migration tool or use the trial version of QB Desktop 2024 Enterprise?

  We are currently using an older version of QBPro on an Apple computer. We would like to upgrade to the online version and migrate our data. What must we do to make the files compatible?

Thanks for joining this thread, BWN.

Let's guarantee that your data migration from QuickBooks Desktop (QBDT) Pro on Mac to the Online version goes off without a hitch.

Before we proceed, could you let me know which version of QBDT for Mac you're using? Any further details would be helpful.

First, let's take a moment to review this article to understand the export limitations and how your data will be affected after the process: Learn how features and data are transferred from QBDT to QuickBooks Online (QBO).

Once done, we'll begin moving your QBDT for Mac files into the US version of your QBO. It's also worth noting that if the files has over 4,000,000 targets, it should be condensed first.

If you're using QBDT version 2022and later, you can follow these steps below:

1. Log in to your QBDT file using the admin account.
2. Open the File menu, then select Export and choose To QuickBooks Online. (You can also use the shortcut Shift + Command + D for quick access.)
3. Click Get Started.
4. Decide whether to export all your company file data or Export specific data.
5. If you use inventory, you can decide to include it in the transfer or exclude it.
6. If you already have a QBO account, you'll have to select Yes, sign me in, and enter your login details. However, if you don't have an account, you can click No, I need to create a new one, then set up your new account.
7. Select the QBO company to which you want to transfer the data, and then click Continue.

Once you have completed the setup, your data migration will start. Please be aware that this process will completely overwrite all existing data in QBO with the information from QBDT.

After the migration is finished, you'll receive an email confirmation. Please note that this confirmation may take up to 12 hours to arrive.

However, if you're using QBDT 2021 or older versions, you can follow this step-by-step guide for your migration from QBDT to QBO: Move from QBDT for Mac to QBO.

Let me know if you need further assistance by replying to this post.

@BWNorCal 

What QB Desktop year version do you run on your Mac?

What MacOS do you run?