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Eva Nov
Level 1
posted
‎December 03, 2021 08:36 AM
last updated ‎December 03, 2021 8:36 AM

Migrating company file from QuickBooks Desktop to QuickBooks online?

Previous bookkeeper is located in Canada, they are using Desktop version. I was only given a backup file.

 

I contacted the help desk, they referred me to Transaction Pro. The 7 days trial of Transaction Pro and help desk bring me no where. I contacted QuickBooks help desk again, the officer informed me that Transaction Pro can only import and export Excel, asked if I can covert the backup file to Excel for import to online! 

 

I even downloaded desktop trail version, I can't restore the backup!  

 

Can anyone help to tell me what can I do now to get the desktop company file (with data) migrate to online asap? 

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2 Comments 2
LollyNino_C
QuickBooks Team
QuickBooks Team
‎December 03, 2021 11:00 AM

Migrating company file from QuickBooks Desktop to QuickBooks online?

Hello there, @Eva Nov. 


Thanks for choosing QuickBooks Online (QBO) in managing your business. Let me help you migrate your data from QuickBooks Desktop to your Online account. 

 

To easily access your company file from the desktop version to the online version. Here's how you do it: 

  1. First, ensure that your QuickBooks is updated to its latest release.
  2. Then, check if your company file isn’t too big to export.
  3. Once done, sign in as an admin to your QuickBooks Desktop company file.
  4. When opened, navigate to the Company menu, then select Export Company File to QuickBooks Online.
  5. Choose to Start your export.
  6. Then, open a browser and sign in as an admin to your QuickBooks Online company.
  7. Select the Choose online company▼ dropdown, then select the QuickBooks Online company you want to be replaced by your company file.
  8. Hit Continue and enter “Agree” in the text field, then select Replace.
  9. Choose Yes, go ahead and replace the data, then tap Replace. 

For more information about this process, see this article: Move your QuickBooks Desktop file to QuickBooks Online. 

 

Also, to know how your data will be converted, check it here for more details: What to expect when you switch from QuickBooks Desktop to QuickBooks Online. 

 

Here are additional things you have to consider in importing your data from desktop to online: Company file compatibility with QuickBooks Desktop when upgrading. 

 

It's my pleasure to help you further if you have additional questions in importing your data. Have a great day.

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Fiat Lux - ASIA
Level 15
‎December 03, 2021 08:02 PM

Migrating company file from QuickBooks Desktop to QuickBooks online?

@Eva Nov 

Do you need to migrate data from QB Desktop CA version to QB Online? You can only migrate it directly to QB Online CA version. You have 2 ways to migrate the data to QB Online SG version.

https://quickbooks.grsm.io/Singapore

 

1. Utilize the migration tool as you have mentioned earlier. TPExporter for Desktop and TPImporter for Online.

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party conversion service.

Contact us in private for details.

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