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Hello Akhtar,

I'm happy to see that you're interested in transitioning from QuickBooks Desktop to QuickBooks Online. Having the flexibility to work from anywhere using cloud technology will certainly benefit your business. I can shed some light on your options for converting from Desktop to Online.

If you've already converted your QuickBooks Desktop data to QuickBooks Online, that's great. If you need guidance on how to complete that process, see our Community article Migrating from QuickBooks Desktop to QuickBooks Online. You'll want to do this before importing any other items into QuickBooks Online, as the migration can only be performed while the company is still empty or it can cause issues to occur. Then the historical data will be moved and it'll only be the data entered into QuickBooks Desktop during the test period that you'll need to manually import to QuickBooks Online.

It sounds like you're looking to export customer and vendor transaction data into your QuickBooks Online after inputting it into QuickBooks Desktop. This can be done by exporting data from QuickBooks Desktop into an Excel or CSV file format, and then importing those files into QuickBooks Online. To export data from QuickBooks Desktop to CSV format:

  1. Open the Customer/Supplier Centre.
  2. Select the Excel drop-down, then choose: 
    Export Customer/Supplier list if you want to export customer/supplier data such as name, balances and contact information.
    Export Transactions if you want to export transactions (either by name or transaction type).
  3. In the Export window, choose Create a comma separated values (.csv) file.
  4. Select Export.
  5. Assign a file name, then choose the location where you want to save the file.
  6. Locate, open, and edit the file as needed.

For more information on exporting data from Desktop to CSV or Excel, see our Community articles Import/export CSV files and Import or export MS Excel files. Once you've completed those steps, you can then import the data into QuickBooks Online. The steps are:

  1. Sign into your QuickBooks Online company file.
  2. Click the Gear icon, then under Tools select Import data.
  3. In the Import data screen, select which type of data you are trying to import (based on your description, it sounds like you will be importing Customers, Invoices, Suppliers, and Bills. Please note that you have to import each of these separately).
  4. The next screen prompts you to browse for the applicable excel or CSV file. There is also a link to download a sample file. I recommend taking a look at that file so that you can see what information is required by QuickBooks Online.
  5. After selecting the file, follow the prompts to map the fields in the file to the corresponding fields in QuickBooks Online.
  6. Once that's completed, confirm that the data looks correct in the preview screen and complete the import.

Your invoices and other data from QuickBooks Desktop and QuickBooks Online will now be in sync. If this doesn't quite hit the mark, or if you need any further clarification please reply to this thread!