Dont have QB Desktop, how to import Desktop file (from bookkeeper) to QB Online

Utilize the trial version for QB Desktop 2021 or 2022 to open your file and migrate it to QB Online.

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How do I import my existing QB desktop files and connect with QB online? Choice ADVANTAGE Login

• Restore the backup copy.
• Click the Company menu.
• Choose Export Company File to QuickBooks Online.
• Select Start your export.
• Sign in as an admin to your QuickBooks Online company.
• Follow the next on-screen instructions.

Let me guide you on how you can import your desktop file to QuickBooks Online (QBO), garykh.

You can download a QuickBooks Desktop trial version so you can use it to import your file. Please know, that you'll have 60 days to move your data to QBO. Also, make sure that you've already signed in to your QBO account so it won't be creating a different company. If you're using the QuickBooks Desktop Pro or Premier trial version, follow the steps below: 

1. Sign in as an admin to the company file you need to import.
2. Go to Company, then select Export Company File to QuickBooks Online.
3. Select Start your export.
4. Sign in as an admin to your QuickBooks Online company.
5. Select Choose online company, and choose the QuickBooks Online company you want to replace with your company file.
6. Select Continue.
7. If you track inventory in QuickBooks Desktop:
   • Select Yes to bring them over, then enter the as of date.
   • Select No if you want to set up new items later in QuickBooks Online.
8. Enter Agree in the text field, then select Replace.
9. Select Yes, go ahead and replace the data, then select Replace.

However, for the QuickBooks Desktop Enterprise version, I suggest starting fresh because some of your data might not move to QBO when using advanced features. For more information and detailed steps, check out this article for your guide: Move Your QuickBooks Desktop File To QuickBooks Online.

Moreover, once you've successfully moved your data, you can run reports and customize them to make sure you get the information you need. To know more about how this works, I've got this article for your reference: Customize Reports In QuickBooks Online.

Reach out to us if there's anything else that you want to help with importing your data. We're always right here to make sure we get you covered.

Thanks for the detailed directions.

Go to Company,

Unfortunately, I did not see

"then select Export Company File to QuickBooks Online"

as an option.

@garykh 

Are using the trial version or QB Desktop 2022 Enterprise?

Yes, using the trial version. I am already paying for QBO.

Thank you!

That worked.  Kind of amazing how many responses it takes to get the workable solution.

Again I thank you

Hello Fiat Lux - ASIA,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.