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Move your QuickBooks Desktop file to QuickBooks Online

Learn How to Move your QuickBooks Desktop file to QuickBooks Online.

No need to start over again—just convert your desktop file to a QuickBooks Online company, and you’re done. Watch our video tutorial or follow the steps below to get it done:

Moving from QuickBooks for Mac? See How to move your QuickBooks for Mac file to QuickBooks Online.

Step 1: Get your desktop file ready

Note:

  • You can only move a company file within 60 days after signing up to QuickBooks Online.
  • Move your lists instead of your company file if you already set up payroll in QuickBooks Online.
  • Some of your lists and reports won’t be converted because of feature differences.
  1. Make sure QuickBooks is up-to-date.
  2. Check if your company file isn’t too big to export.

Step 2: Import your desktop file to QuickBooks Online

QuickBooks Desktop Pro or Premier

  1. Log in as an admin to the company file you need to import.
  2. Go to the Company menu, then select Export Company File to QuickBooks Online.
  3. Select Start your export.
  4. Sign in as an admin to your QuickBooks Online company.
  5. If you track inventory in QuickBooks Desktop:
    Note: Only QuickBooks Online Plus and Advanced can track inventory. Both plans use the FIFO method.
  6. Select the Choose online company▼ dropdown, and choose the QuickBooks Online company you want to be replaced by your company file.
  7. Select Continue.
  8. Enter “Agree” in the text field, then select Replace.
  9. Select Yes, go ahead and replace the data, then select Replace.

QuickBooks Desktop Enterprise

  1. Log in as an admin to the company file you want to import.
  2. On your keyboard, press Ctrl+1 to open the Product Information window.
  3. Press Ctrl+B+Q, then select OK.
  4. On the export window, select Start your export.
  5. Sign in as an admin to your QuickBooks Online company.
  6. If you track inventory in QuickBooks Desktop:
    • Select Yes to bring them over, then specify the as of date.
    • Select No if you want to set up new items later in QuickBooks Online.
      Note: Only QuickBooks Online Plus and Advanced can track inventory. Both plans use the FIFO method.
  7. Select the Choose online company▼ dropdown, and choose the QuickBooks Online company you want to be replaced by your company file.
  8. Select Continue.
  9. Enter “Agree” in the text field, then select Replace.
  10. Select Yes, go ahead and replace the data, then select Replace.

Did you get an error? Check out how you can fix them so you can get back to moving to QuickBooks Online.

Step 3: Make sure your books match

You can run one of your financial reports to check if your import is successful.

  1. Run a report, such as profit and loss, on accrual basis in QuickBooks Desktop.
  2. Run the same report on accrual basis in QuickBooks Online.

If your reports match, you can get started with QuickBooks Online. If your reports don’t match:

  1. You can check this guide again to know what happened to your data when you moved from QuickBooks Desktop to Online.
  2. If your reports still have issues, contact us. We can help you reach out to Our Data Services team to fix report discrepancies.