The migration process in QuickBooks is easy, JP141. However, there isn't a way to only migrate specific data to QuickBooks Online (QBO).
While there isn't an option to migrate only specific data to QBO, you can condense your data and remove selected transactions instead. I'll guide you through the process.
- Go to the File menu and then choose Utilities.
- Pick Condense Data.
- Select Remove the transactions you select from your company file. Select Next.
- Choose the transactions you wish to remove and then select Next.
- Indicate how transactions should be summarized and select Next.
- Specify how inventory should be condensed and select Next.
- Choose the recommended transactions you want to remove and then select Next.
- Select the list of entries you want to remove and then select Next.
- Initiate the Begin Condense process and wait for it to complete. Then, select Close.
In addition, I'm sharing these resources that contain information about the migration process as well as how data moves from QB Desktop to QB Online:
Let me know in the comment below if you have other questions about migration or any concerns. I'll be here to help.
