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ian37
Level 1

My accountant uses QB desktop, and I use QB online. Can we sync or accounts, or is there a way to export data from one to the other monthly?

 
4 Comments 4
Fiat Lux - ASIA
Level 15

My accountant uses QB desktop, and I use QB online. Can we sync or accounts, or is there a way to export data from one to the other monthly?

QBO and QBD are living in 2 different realms. There is no QBO Accountant for Global version. You may invite your accountant to access your QBO account as accountant. If you are using QBD, you may send the file to your accountant.

ian37
Level 1

My accountant uses QB desktop, and I use QB online. Can we sync or accounts, or is there a way to export data from one to the other monthly?

Thank you. 
Is there a way to download files from QBD an upload them to QBO?

What’s the best way or is there a video tutorial available?

Angelyn_T
QuickBooks Team

My accountant uses QB desktop, and I use QB online. Can we sync or accounts, or is there a way to export data from one to the other monthly?

Hi there, Ian.

 

I appreciate you for getting back to us here on the Community page. I can share with you the details on how you can export your QuickBooks Desktop (QBDT) data to QuickBooks Online (QBO).

 

To export the file directly from QBDT to QBO, both QuickBooks must be in the same version (region. Then, from your QBDT, here's how you can export the file directly to QBO.

 

  1. Open your QBDT file.
  2. Press Ctrl on your keyboard.
  3. On the Product Information window, press on Ctrl Q, then hit OK at the bottom of the page.
  4. Click on Get started or Start your export under the Export to QuickBooks Online window.
  5. Tap on Select destination, then follow the onscreen instructions to complete the process.

 

Once done, you're now ready to access the data in QBO. For more tips when working with QBO, you can open the topics from our help articles.

 

For additional guides while converting your data and how does the conversion works, I recommend checking out our US articles (the steps work the same with other versions):

 

 

If you have different versions of QuickBooks, you can export the data to Excel manually and import them to QBO.

 

Please let me know how else I can help you with your QuickBooks data by leaving a comment below. I'm always here to help. Keep safe!

Fiat Lux - ASIA
Level 15

My accountant uses QB desktop, and I use QB online. Can we sync or accounts, or is there a way to export data from one to the other monthly?

@ian37 

Utilize a migration tool. i.e TPExporter for Desktop, TPImporter for Online.

https://transactionpro.grsm.io/qbo