I would like to speak to a human regarding transferring my accounting information from my Quickbooks Desktop to my Quickbooks Online service. Pls call me (xxx) xxx-xxxx.
I can assure you that I'm as human as they come, and I'm here to help you resolve your issue, @bkh1958.
When moving your data from QBDT to QBO, you'll have to make sure that you're using a supported version. You can install the trial license of QuickBooks 2020. This way, you'll be able to export your data to QBO from the trial version.
Once done, follow these steps:
Open your company file using the trial version.
Go to Company and select Export Company File to QuickBooks Online.
Once done, I'd recommend running the Profit and Loss and Balance Sheet reports to ensure that you transferred your data correctly. To verify your reports in both products, filter the date period to All Dates and the accounting method to Accrual. For more information, check out this article: What to do after converting from QBDT for Windows to QBO.
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If you want to continue with the troubleshooting through our phone support, please give them a call through the Help menu. They can help guide you with the steps. You can review our support hours to ensure they can assist you on time.
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