Methods to Migrate QuickBooks
Data to Online
Effortlessly migrate QuickBooks data with our step-by-step guide. Ensure seamless transition
to QuickBooks Online or Desktop. Learn more!
The complexity of the company file largely determines the ease of migration. This file contains comprehensive
business data such as inventory, employee details, customer lists, banking records, and more. There are multiple
procedures to migrate QuickBooks data to Online. We have put together a comprehensive guide on moving or
converting QuickBooks Desktop files to QuickBooks Online to help you with this migration.
Large company files tend to be intricate, with extensive histories, substantial inventories, and sizable overall file
sizes. A very complicated company file might not be appropriate for migration for QuickBooks Enterprise users
because of its intricacy.
If you are new to QuickBooks or are not familiar with its technological subtleties, our technical support team can help.
They know a lot about QuickBooks Online and Desktop. Please call us at our Toll-Free Number +1.833.802.0002,
and we will address any of your questions and concerns as soon as possible.
Methods to Convert QuickBooks Desktop to QuickBooks Online
Below are the steps you can follow to convert QuickBooks Desktop to QuickBooks Online.
Step 1: Get Your Desktop File Ready
The first stage in the QuickBooks Desktop to Online migration procedure is to have your Desktop file ready. It's
crucial to remember that:
1.Within 60 days of signing up for QuickBooks Online, move the company file there.
2.Note that certain lists and reports may not fully convert because of feature variations.
3.Confirm that the company file is configured for payroll in QuickBooks Online.
Step 2: Transfer the Desktop file to QuickBooks Online
QuickBooks Desktop Pro or Premier Edition
1.Log in as the admin to the company file you want to import.
2.Navigate to the Company menu and select 'Export company file to QuickBooks Online.'
3.Choose the 'Start your export' option.
4.Log in as the admin to QuickBooks Online.
5.In case of inventory tracking, you need to choose the ‘Yes’ option. Otherwise, choose 'NO' to set up new items later
in QuickBooks Online.
6.From the ‘Choose Online’ company dropdown, select the QuickBooks Online company you want to replace with the
company file.
7.Click 'Continue.'
8.Agree and select 'Replace.'
9.Choose 'Yes' to proceed with replacing the data and click 'Replace.’
If you utilize advanced functionalities, it's advisable to begin anew as certain data may not transfer over. If you wish
to continue using these features within Enterprise, consider exploring the cloud-enabled QuickBooks Desktop
Enterprise to avoid QuickBooks migration failed unexpectedly.
1.To open the ‘Product Information’ window, press ‘Ctrl + 1.’
2.Press ‘Ctrl + B + Q,’ and select ‘OK’ to display the Export window.
3.Choose 'Get Started.'
4.Use admin credentials to start the QuickBooks Online company.
5.Choose the QuickBooks Online company you wish to replace with the company file from the 'Choose Online'
company dropdown.
6.Click 'Continue.'
7.After typing 'Agree' in the text field, select 'Replace.’
8.Choose 'YES' to proceed with replacing the data and click 'Replace.’
This blog includes all the details needed to migrate QuickBooks data to online. Please use our Toll-Free Number
+1.833.802.0002 to reach us with any questions. Our team of professionals is here around the clock to provide
excellent QuickBooks Desktop assistance.