Hello there, Carol128. Thanks for choosing QuickBooks Online as your partnered accounting software. I'd be delighted to help you convert your QuickBooks Desktop (QBDT) file to QuickBooks Online (QBO).
With the recent updates and changes to the availability of the desktop program, you can migrate your data on or before the said discontinuation date, June 30 of this year. Thus, to help you transfer your data, you'll first need to secure a backup copy of your company file. Doing so will help you have a seamless transition into QBO.
Once ready, you'll have to update and review your online account information to match your desktop company's details. To do this:
- Sign in to QuickBooks Online.
- Select Account and Settings and check the VAT settings and your company's year start and end date.
- If Movemybooks has asked you to clear data from your company file, take these steps to delete the data and start over. This is necessary to prevent problems when you move your desktop data across.
Once everything looks good, you can refer to Step 3: Move your desktop file to QuickBooks Online, outlined in this article. It also entails detailed steps on how to check your data once converted and a step-by-step guide to help you get started with QBO.
Additionally, I'm sharing these references to be more guided about the migration process and learn how your books will move to the online version:
If you require additional assistance migrating your file, you're always welcome to leave them in the comments below. We're looking forward to helping you further. Have a good one!
