Can I import/convert my QuickBooks Premier 2017 data to QBO myself?

lillydawnct-gmai · ‎November 24, 2020

CharleneMaeF · ‎November 24, 2020

I'm here to walk you through the process of converting your QuickBooks Desktop company file to QuickBooks Online.

To start, you'll have to make sure QuickBooks is up-to-date. Then, ensure that your Total Targets is less than 350,000, you can press Ctrl + 1 on your keyboard to verify it. If it exceeds, I suggest sending your file to our Data Migration team so we can help convert your file.

After that, we can now start importing your desktop file to QuickBooks Online. I'll guide you how.

Sign in as an admin to the company file you need to import.
Go to the Company menu and then select Export Company File to QuickBooks Online.
Select Start your export.
Sign in as an admin to your QuickBooks Online company.
If you track stock in QuickBooks Desktop:
- Select Yes to bring them over, then specify the as of date.
- Select No if you want to set up new items later in QuickBooks Online.
Note: Only QuickBooks Online Plus can track stock. It uses the FIFO method.
Select the Choose online company dropdown menu, and choose the QuickBooks Online company you want to be replaced by your company file.
Select Continue.
Enter “Agree” in the text field, then select Replace.
Select Yes, go ahead and replace the data, then select Replace.

Once your company file is all set, let's get started with QuickBooks Online. I suggest checking out these articles for more information.

Additionally, I encourage you to visit our Get Started with QuickBooks Online guide for reference. From there, you can read some of the additional resources we offer to help you going.

Your success in importing your data is our top priority. For more questions, you can click the Reply button to let us know. This way, we'll be able to assist.