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Join nowWe 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.
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:
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.
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.
@Elana2 wrote:I can not figure out how to upload any information added to the Desktop version over the our online version.
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
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