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Level 1

online desktop

I have QB Desktop Version 2019 Pro. For years, my bookkeeper has also had a desktop version, and we would simply transfer a QB file back and forth via dropbox when she would reconcile my boos etc. It was a few extra steps, but really never an issue.

I've had to move to a new bookkeeper who is using the online version and she cannot seem to open my QBM file, and her tech support person said I would need to go online moving options. I see there is an export to online feature on my desktop version that I have not used before. I figured I would use that to get her files, but is there a workaround that makes sense for me to stick with my desktop version that would still allow my new bookkeeper to keep using her online version?

2 Comments 2
QuickBooks Team

online desktop

I appreciate you for reaching out to the Community, @dswood1. I’ll share some information about exporting transactions back and forth from QuickBooks Desktop (QBDT).


Each QuickBooks version is tailored to meet the demands of a unique business. Nevertheless, QuickBooks Desktop and QuickBooks Online accounts are two separate platforms that are designed to work independently.


Yes, there is an option to export your files to QuickBooks Online (QBO). Nonetheless, there are slight differences in their features to address customers' business demands.


Before exporting your transactions to your bookkeeper who’s using a QBO version, I suggest you check out this article to learn more about how features and data from QuickBooks Desktop to QuickBooks Online are transferred: Learn how features and data move from QuickBooks Desktop to QuickBooks Online. It provides you with an insight into how your books appear in the QBO version.


If you have decided to use this process or method, you can also utilize this article to learn more about the data that you can export in QuickBooks Desktop: Import and export data in QuickBooks Desktop.


Let me know if you have further questions in mind regarding exporting files. The Community always has your back. Have a great day!

Fiat Lux - ASIA
Level 15

online desktop


QB Desktop and QB Online are living in two different realms. Do you still prefer to use QB Desktop or migrate completely to QB Online? If you are an experienced QB Desktop user and have no particular concerns about using it, you should hire a bookkeeper to use it as well. 

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