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Move your QuickBooks Desktop file to QuickBooks Online

Moving your file from QuickBooks Desktop to QuickBooks Online? Here's a step-by-step guide to help you get it done.

Review this before converting to QuickBooks Online:

Step 1: Export your QuickBooks Desktop company data

  1. Update your QuickBooks to the latest release:
    1. Go to Help menu, then select Update QuickBooks Desktop.
    2. Select Update Now, make sure everything has a tick, then select Get Updates.
    3. After the update is complete, select Close. Then close QuickBooks Desktop entirely.
  2. Reopen QuickBooks Desktop, then sign in to your company file.
  3. Go to the Company menu, then select Export Company File to QuickBooks Online.
  4. Follow the prompt to connect to QuickBooks Online.
Are you an active user of the advanced features in QuickBooks Enterprise?

If you are, we do not recommend moving your data from QuickBooks Desktop Enterprise to QuickBooks Online, because data loss is likely to occur.

Before converting, make sure QuickBooks Online is the right fit for you:

  1. Update your QuickBooks to the latest release:
    1. Go to the Help menu, then select Update QuickBooks Desktop.
    2. Select Update Now, make sure everything has a tick, then select Get Updates.
    3. After the update is complete, select Close. Then close QuickBooks Desktop entirely.
  2. Reopen QuickBooks Desktop, then sign in to your company file.
  3. Go to the Company menu, then select Export Company File to QuickBooks Online.
  4. Follow the prompt to connect to QuickBooks Online.

Step 2: Connect to QuickBooks Online and import data

  1. Sign in to your QuickBooks Online.
  2. Select Yes, if you want to bring over your stock or No if you want to leave out your stock.
  3. Select the QuickBooks Online company you want to import your data into or create a new one.Note: If you've already created a company file, do not create a new one, simply select the one you created.
  4. Select OKgot it
  5. You'll receive an email confirmation once the import is complete. Note that it can take up to 24 hours.

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