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.
- Select Start your export.
- Sign in as an admin to your QBO company.
- Follow the remaining on-screen instructions.
For more detailed steps, refer to this article: Move your QuickBooks Desktop file to QuickBooks Online.
Know that there are limitations when you convert your file. That includes the attachments, audit trail, and recurring transactions.
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.
Also, the Community is a public forum, which is why we're unable to open accounts or review cases. We encrypted your phone number to secure sensitive information.
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.
Here's how:
- Go to Help.
- Click on Contact Us.
- Enter your questions or concerns and click on Let's talk.
- Choose either Start a chat or Get a callback.
I’m always here if you need further assistance. Take care.
