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Connect with and learn from others in the QuickBooks Community.
Join nowHello, tgreens-inc-gmai.
Welcome to the Community. In QuickBooks, you can transfer much of the information from your company file without having to re-enter it manually. However, some data won’t convert won’t be automatically transferred when you migrate from QuickBooks Desktop to QuickBooks Online.
To learn more about how your books convert from QuickBooks Desktop to QuickBooks Online and its limitation, please check out this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.
Though, you can utilize using CSV file to import the data in QuickBooks. You can use this article for reference: Format CSV files in Excel to get bank transactions into QuickBooks.
Please let me know if you have other concerns. I'm just around to help. Stay safe!
If you are using an outdated QBD version (i.e 2017 or older), utilize the trial license of QBD 2021 to upgrade your file. Make sure your Total Targets < 350K prior to migrating to QBO.
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