cancel
Showing results for 
Search instead for 
Did you mean: 
Elana2
Level 1

Desktop version to online version

We purchased Quickbooks Online 2 weeks ago. After much trial and error, finally got our information transferred over from our Desktop version. Our Desktop version kept having issues, so we had to do a whole "rebuild" and then we still did not have an "Export to Quickbooks Online" under the Company Tab. We were under the impression we would have the ability to work on Desktop until everyone was comfortable transitioning over, but I can not figure out how to upload any information added to the Desktop version over the our online version.

 

3 Comments 3
LieraMarie_A
QuickBooks Team

Desktop version to online version

Hi there, @Elana2.

 

To clarify, are you trying to upload the new information added to the QuickBooks Desktop (QBDT) after the initial conversion process? Exporting your company file to QuickBooks Online (QBO) again will cause duplicates.

 

To get that info added to QBO, you can extract them from QBDT. Make sure to review them to avoid duplicates. Then, import them to QBO using the following steps:

  1. Go to the Gear and choose Import data.
  2. Select the list you want to import.
  3. Click the Browse button and choose the CSV file saved from your computer.
  4. Follow the on-screen steps to map the fields. 

 

You can also manually record your transactions in QuickBooks Online. Another way to speed up the process, you can connect your bank account to automatically download recent transactions. After QuickBooks downloads transactions, review and categorizing them.

 

Should you need further assistance in navigating QBO tools, don't hesitate to reach out to us. We're always here ready to help.

BigRedConsulting
Community Champion

Desktop version to online version

@Elana2 

RE: I can not figure out how to upload any information added to the Desktop version over the our online version.

 

There isn't a way. Once the online company is created, there is no feature or ability to copy new data entered on the Desktop into the online company.

Fiat Lux - ASIA
Level 15

Desktop version to online version


@Elana2 wrote:

I can not figure out how to upload any information added to the Desktop version over the our online version.

 


@Elana2 

Utilize a 3rd party tool to migrate some portion of data from QBD to QBO. i.e TPExporter for Desktop, TPImporter for Online

https://transactionpro.grsm.io/qbo

 

Need to get in touch?

Contact us