{"id":2248,"date":"2020-08-04T20:10:04","date_gmt":"2020-08-04T20:10:04","guid":{"rendered":"https:\/\/quickbookexperts.com\/Blog\/?p=2248"},"modified":"2020-08-04T20:10:50","modified_gmt":"2020-08-04T20:10:50","slug":"move-your-quickbooks-desktop-file-to-quickbooks-online","status":"publish","type":"post","link":"https:\/\/quickbookexperts.com\/Blog\/move-your-quickbooks-desktop-file-to-quickbooks-online\/","title":{"rendered":"Move your QuickBooks Desktop file to QuickBooks Online"},"content":{"rendered":"<p class=\"\">Learn How to Move your QuickBooks Desktop file to QuickBooks Online.<\/p>\n<p class=\"\">No need to start over again\u2014just convert your desktop file to a QuickBooks Online company, and you\u2019re done. Watch our video tutorial or follow the steps below to get it done:<\/p>\n<p class=\"\">Moving from QuickBooks for Mac? See\u00a0<a href=\"https:\/\/quickbookexperts.com\/Blog\/2020\/06\/23\/converting-a-desktop-for-mac-file-to-online-in-2020\/\">How to move your QuickBooks for Mac file to QuickBooks Online<\/a>.<\/p>\n<h2 class=\"\">Step 1: Get your desktop file ready<\/h2>\n<table>\n<tbody class=\"\">\n<tr class=\"\">\n<td class=\"\" colspan=\"1\" rowspan=\"1\"><\/td>\n<td class=\"\" colspan=\"1\" rowspan=\"1\" width=\"99.5%\"><strong class=\"\">Note:<\/strong><\/p>\n<ul class=\"\">\n<li class=\"\">You can only move a company file within 60 days after signing up to QuickBooks Online.<\/li>\n<li class=\"\"><a class=\"sc-kAzzGY euXKmV t4i-sh-ids-link-overrides-1N3yX\" href=\"https:\/\/quickbookexperts.com\/Blog\/2020\/01\/27\/update-the-latest-release-of-quickbooks-desktop\/\" target=\"_blank\" rel=\"noopener noreferrer\">Move your lists<\/a>\u00a0instead of your company file if you already set up payroll in QuickBooks Online.<\/li>\n<li class=\"\">Some of your\u00a0<a class=\"sc-kAzzGY euXKmV t4i-sh-ids-link-overrides-1N3yX\" href=\"https:\/\/quickbookexperts.com\/Blog\/2020\/06\/23\/move-lists-and-balances-from-quickbooks-online-to-quickbooks-desktop\/\" target=\"_blank\" rel=\"noopener noreferrer\">lists<\/a>\u00a0and\u00a0<a class=\"sc-kAzzGY euXKmV t4i-sh-ids-link-overrides-1N3yX\" href=\"https:\/\/quickbookexperts.com\/Blog\/2020\/06\/23\/move-lists-and-balances-from-quickbooks-online-to-quickbooks-desktop\/\" target=\"_blank\" rel=\"noopener noreferrer\">reports<\/a>\u00a0won&#8217;t be converted because of feature differences.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ol class=\"\">\n<li class=\"\"><a class=\"sc-kAzzGY euXKmV t4i-sh-ids-link-overrides-1N3yX\" href=\"https:\/\/quickbookexperts.com\/Blog\/2020\/01\/27\/update-the-latest-release-of-quickbooks-desktop\/\" target=\"_blank\" rel=\"noopener noreferrer\">Make sure QuickBooks is up-to-date<\/a>.<\/li>\n<li class=\"\">Check if your\u00a0<a class=\"sc-kAzzGY euXKmV t4i-sh-ids-link-overrides-1N3yX\" href=\"https:\/\/quickbookexperts.com\/Blog\/2019\/07\/17\/how-to-convert-or-export-report-from-quickbooks-to-microsoft-excel\/\" target=\"_blank\" rel=\"noopener noreferrer\">company file isn\u2019t too big to export<\/a>.<\/li>\n<\/ol>\n<h2 class=\"\">Step 2: Import your desktop file to QuickBooks Online<\/h2>\n<h3 class=\"\">QuickBooks Desktop Pro or Premier<\/h3>\n<ol class=\"\">\n<li class=\"\">Log in as an admin to the company file you need to import.<\/li>\n<li class=\"\">Go to the\u00a0<strong class=\"\">Company<\/strong>\u00a0menu, then select\u00a0<strong class=\"\">Export Company File to QuickBooks Online<\/strong>.<\/li>\n<li class=\"\">Select\u00a0<strong class=\"\">Start your export<\/strong>.<\/li>\n<li class=\"\">Sign in as an admin to your QuickBooks Online company.<\/li>\n<li class=\"\">If you track inventory in QuickBooks Desktop:\n<ul class=\"\">\n<li class=\"\">Select\u00a0<strong class=\"\">Yes<\/strong>\u00a0to bring them over, then specify the\u00a0<strong class=\"\">as of date<\/strong>.<\/li>\n<li class=\"\">Select\u00a0<strong class=\"\">No<\/strong>\u00a0if you want to\u00a0<a class=\"sc-kAzzGY euXKmV t4i-sh-ids-link-overrides-1N3yX\" href=\"https:\/\/quickbookexperts.com\/Blog\/2020\/06\/23\/move-lists-and-balances-from-quickbooks-online-to-quickbooks-desktop\/\" target=\"_blank\" rel=\"noopener noreferrer\">set up new items later in QuickBooks Online<\/a>.<\/li>\n<\/ul>\n<div class=\"\"><strong class=\"\">Note:<\/strong>\u00a0Only QuickBooks Online Plus and Advanced can track inventory. Both plans use the\u00a0FIFO method.<\/div>\n<\/li>\n<li class=\"\">Select the\u00a0<strong class=\"\">Choose online company<\/strong>\u25bc dropdown, and choose the QuickBooks Online company you want to be replaced by your company file.<\/li>\n<li class=\"\">Select\u00a0<strong class=\"\">Continue<\/strong>.<\/li>\n<li class=\"\">Enter \u201cAgree\u201d in the text field, then select\u00a0<strong class=\"\">Replace<\/strong>.<\/li>\n<li class=\"\">Select\u00a0<strong class=\"\">Yes, go ahead and replace the data<\/strong>, then select\u00a0<strong class=\"\">Replace<\/strong>.<\/li>\n<\/ol>\n<h3 class=\"\">QuickBooks Desktop Enterprise<\/h3>\n<ol class=\"\">\n<li class=\"\">Log in as an admin to the company file you want to import.<\/li>\n<li class=\"\">On your keyboard, press\u00a0<strong class=\"\">Ctrl+1<\/strong>\u00a0to open the Product Information window.<\/li>\n<li class=\"\">Press\u00a0<strong class=\"\">Ctrl+B+Q<\/strong>, then select\u00a0<strong class=\"\">OK<\/strong>.<\/li>\n<li class=\"\">On the export window, select\u00a0<strong class=\"\">Start your export<\/strong>.<\/li>\n<li class=\"\">Sign in as an admin to your QuickBooks Online company.<\/li>\n<li class=\"\">If you track inventory in QuickBooks Desktop:\n<ul class=\"\">\n<li class=\"\">Select\u00a0<strong class=\"\">Yes<\/strong>\u00a0to bring them over, then specify the\u00a0<strong class=\"\">as of date<\/strong>.<\/li>\n<li class=\"\">Select\u00a0<strong class=\"\">No<\/strong>\u00a0if you want to\u00a0<a class=\"sc-kAzzGY euXKmV t4i-sh-ids-link-overrides-1N3yX\" href=\"https:\/\/quickbookexperts.com\/Blog\/2020\/06\/23\/move-lists-and-balances-from-quickbooks-online-to-quickbooks-desktop\/\" target=\"_blank\" rel=\"noopener noreferrer\">set up new items later in QuickBooks Online<\/a>.\n<div class=\"\"><strong class=\"\">Note:<\/strong>\u00a0Only QuickBooks Online Plus and Advanced can track inventory. Both plans use the\u00a0FIFO method.<\/div>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"\">Select the\u00a0<strong class=\"\">Choose online company<\/strong>\u25bc dropdown, and choose the QuickBooks Online company you want to be replaced by your company file.<\/li>\n<li class=\"\">Select\u00a0<strong class=\"\">Continue<\/strong>.<\/li>\n<li class=\"\">Enter \u201cAgree\u201d in the text field, then select\u00a0<strong class=\"\">Replace<\/strong>.<\/li>\n<li class=\"\">Select\u00a0<strong class=\"\">Yes, go ahead and replace the data<\/strong>, then select\u00a0<strong class=\"\">Replace<\/strong>.<\/li>\n<\/ol>\n<p class=\"\">Did you get an error? Check out\u00a0<a href=\"https:\/\/quickbookexperts.com\/Blog\/contact-quickbook-experts\/\">how you can fix them<\/a>\u00a0so you can get back to moving to QuickBooks Online.<\/p>\n<h2 class=\"\">Step 3: Make sure your books match<\/h2>\n<p class=\"\">You can run one of your financial reports to check if your import is successful.<\/p>\n<ol class=\"\">\n<li class=\"\">Run a report, such as profit and loss, on accrual basis in QuickBooks Desktop.<\/li>\n<li class=\"\">Run the same report\u00a0on accrual basis in QuickBooks Online.<\/li>\n<\/ol>\n<p class=\"\">If your reports match, you can\u00a0<a class=\"sc-kAzzGY euXKmV t4i-sh-ids-link-overrides-1N3yX\" href=\"https:\/\/quickbookexperts.com\/Blog\/2019\/04\/22\/get-help-with-error-h202-and-windows-server-2012-essentials-r2\/\" target=\"_blank\" rel=\"noopener noreferrer\">get started with QuickBooks Online<\/a>. If your reports don\u2019t match:<\/p>\n<ol class=\"\">\n<li class=\"\">You can\u00a0check this guide\u00a0again to know what happened to your data when you moved from QuickBooks Desktop to Online.<\/li>\n<li class=\"\">If your reports still have issues,\u00a0<a href=\"https:\/\/quickbookexperts.com\/Blog\/contact-quickbook-experts\/\">contact us<\/a>. We can help you reach out to <a href=\"https:\/\/www.youtube.com\/channel\/UCLVG4AxK4TXMLvzFeSC4VYw\">Our Data Services team<\/a> to fix report discrepancies.<\/li>\n<\/ol>\n<p class=\"\">\n","protected":false},"excerpt":{"rendered":"<p>Learn How to Move your QuickBooks Desktop file to QuickBooks Online. No need to start over again\u2014just convert your desktop file to a QuickBooks Online company, and you\u2019re done. Watch our video tutorial or follow the steps below to get it done: Moving from QuickBooks for Mac? See\u00a0How to move your QuickBooks for Mac file [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,1,6,8,5,4],"tags":[],"class_list":["post-2248","post","type-post","status-publish","format-standard","hentry","category-other-questions","category-quickbooks","category-quickbooks-desktop","category-quickbooks-mac-desktop","category-quickbooks-mobile","category-quickbooks-online"],"_links":{"self":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/2248","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/comments?post=2248"}],"version-history":[{"count":0,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/2248\/revisions"}],"wp:attachment":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/media?parent=2248"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/categories?post=2248"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/tags?post=2248"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}