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shondashawn73
Level 1

Closed out books transferring from desktop to online

If we close out our 2022 books in QB Desktop, will they transfer to our QBO account, or start with our 2023 data?

2 Comments 2
MadelynC
Moderator

Closed out books transferring from desktop to online

It depends on the option you choose during the conversion process, @shondashawn73.


When you finalize and close out your 2022 books in QuickBooks Desktop (QBDT) and transfer them to QuickBooks Online (QBO), the data that will be moved over is dependent on the option you've chosen during the migration process.

 

Please know that when you move your QBDT file to QBO, you can Bring all your company data or Choose what to bring over.


If you want to include the 2022 records in your QBO account, please ensure to select the Bring all your company data option. See the attached screenshot below for your visual reference:

1.PNG


Here's an illuminating guide that provides information on how your books transfer from Desktop to Online version: Learn how features and data move from QBDT to QBO.


Let me know if you have additional questions or concerns managing your company files. I’d be glad to answer them for you, @shondashawn73.

4Gal
Level 11

Closed out books transferring from desktop to online

@shondashawn73 

Which QB Desktop year version do you have?

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