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Level 2

QB Desktop to QB online

Do I need to make sure that all bank feed transactions have been added to QB desktop before I back up the desktop file to convert to QB online, or can I just back it up as is and then add all the outstanding transactions after the conversion?

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Moderator

QB Desktop to QB online

Welcome back to the Community, @belly1026.

 

When converting or switching from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), bank and credit card accounts set up for Bank Feeds in QBDT will lose their connections. Also, the bank rules don’t convert. You'll need to reconnect your online banking to continue downloading transactions.

 

That said, either of the two options you've mentioned above will work. You can choose whichever is more convenient for you.

 

If you want to know the details of the conversion, I suggest checking out this article: Move your QuickBooks Desktop file to QuickBooks Online.

 

To learn more about what data does and doesn't convert, refer to this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Please know that I'm only a few clicks away if you have any other questions or concerns. I'll be more than happy to answer them. Have a great day!

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