Greetings, @Susan - Sober Peer.
Allow me to walk you through the steps on how to convert your QuickBooks Desktop (QBDT) file to QuickBooks Online (QBO).
Before we begin, know that QBDT and QBO are different platforms. Thus, there are some data that will not convert to QBO. For the complete details about this, check out this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.
To ensure a smooth transition, you’ll want to make sure your QBDT software is up to date and doesn’t exceed the file size limit. Nevertheless, here’s how to convert your file to QBO:
- Sign in as the admin in your company file you need to import.
- Go to the Company menu.
- Select Export Company File to QuickBooks Online.
- Click Start your export.
- Sign in as an admin to your QBO company.
- From the Choose online company drop-down menu, select the QBO company you want to be replaced by your company file.
- Select Continue.
- Enter Agree in the text field, then select Replace.
- Select Yes, go ahead and replace the data, then click Replace.
You can also check out this article for more details: Move your QuickBooks Desktop file to QuickBooks Online.
Once done, run both profit and loss reports for your QBDT and QBO account. This way, we’ll ensure the import process is successful. You can also refer to this link for guidance: What to do after converting from QuickBooks Desktop for Windows or Mac to QuickBooks Online.
I’d also recommend checking our QuickBooks Support page for QBO. Here, you can browse some articles that can guide you in learning your ways around QBO.
If you still wish to contact our Support team, you reach out to them by checking out this article: Contact QuickBooks products and services Support. Choose QBDT if you wish to contact them from your QBDT software, or QBO.
I’ll be around if you need further help converting your file to QBO. I’d be more than happy to work with you. Have a great day ahead.
