Convert your QuickBooks Desktop
data to QuickBooks Online Easily
You can convert your QuickBooks Desktop data to QuickBooks Online, but it takes a few procedures.
Below are the steps to convert QuickBooks Desktop to QuickBooks Online, and you do not have to start
all over.
Converting to QBO can become problematic when you have your desktop file and need space for new
data. One can clearly see that one of Intuit’s main benefits is that there is no fee for data transfer. Also,
comparing the report with the one prepared for the previous year or the current year’s report to prior years
is equally easy and smooth.
Data conversion from QB Desktop to Online is quite difficult an requires you to be careful, as
you might loss data integrity during the process. To avoid such issues, it is recommended
that you connect with QB ProAdvisors and get instant help. Dial +1.833.802.0002 now!
Steps to Transfer QB Desktop to the Online Version
Use these steps to transfer company file data from QuickBooks Desktop to QBO.
Step 1: Prepare Your Desktop File
Preparing your desktop file is the initial step in transitioning from QuickBooks Desktop to Online. It's
important to note that moving the company file is only feasible within 60 days of QuickBooks Online
registration using the QuickBooks Data Conversion.
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Step 2: Convert QB Desktop file to QuickBooks Online
QuickBooks Desktop Pro or Premier
1. Head to the ‘Company’ menu and 'Export Company File to QuickBooks Online.'
2. Click 'Start Your Export.'
3. Get into the QBO company.
4. If you track inventory in QuickBooks Desktop, choose 'YES' to transfer it and specify the 'as of' date. If
not, select 'NO' to set up new items later in QuickBooks Online.
5. Use the 'Choose Online Company' dropdown to choose the QuickBooks Online company you wish to
replace with the business file.
6. Click 'Continue.'
7. Enter 'Agree' in the text area, then click 'Replace.'
8. Confirm by choosing 'YES, go ahead and replace the data,' then click 'Replace.'
QuickBooks Enterprise Desktop
To continue using these features in Enterprise, explore cloud-enabled QuickBooks Desktop Enterprise.
1. Enter the company file using admin credentials.
2. Press Ctrl + 1 to launch the Product Information window.
3. Press Ctrl + B + Q and click OK to open the Export window.
4. Select 'Get Started.'
5. Next, enter into the QBO account.
6. Click 'YES' to bring it over and specify the as-of-date to track inventory in QuickBooks Desktop. If
not, select 'NO' to set up new items later in QuickBooks Online.
7. Now head to the drop-down menu and select ‘Choose online company file.’
8. Click 'Continue.'
9. Finally, ‘Agree’ to ‘Replace’ the file.
: 10. Confirm by selecting 'YES, go ahead and replace the data,' then click 'Replace.
Step 3: Verify that the books align
You can verify your import by running a financial report.
1. Run a report on an accrual basis to ensure the Profit and Loss data is correct.
2. Finally, run the same report on an accrual basis on your QuickBooks Online.
This blog will help you convert your QuickBooks Desktop data to QuickBooks Online. Please contact us at
+1.833.802.0002 for special assistance. We are a team of trained specialists who are accessible to
provide exceptional QuickBooks Desktop assistance.
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