I'm here to guide you with migrating your QuickBooks Desktop (QBDT) file to QuickBooks Online (QBO), shetty.
Beforehand, please take note of the following:
- We have 60 days from the time you create your QuickBooks Online account to move your data.
- If you've previously set up payroll in QBO, transfer your lists instead of your company file.
- Due to feature limitations, you won't be able to convert some of your lists and reports.
- Ensure your QuickBooks is up-to-date.
- Make sure your Total Target is less than 750,000, we can press Ctrl + 1 on your keyboard to check on this.
- If you use advanced features (such as advanced reporting and advanced inventory), we recommend starting fresh because some of your data won't move to QuickBooks Online.
To migrate from QBDT to QBO, we can:
- Sign in as an admin to the desktop company file you want to move.
- Press Ctrl + 1 to open the Product Information window.
- Select Ctrl + B + Q, then choose OK to display the export window.
- On the export window, hit Get started.
- Sign in as an admin to your QuickBooks Online company.
- Select Choose online company, then select the QuickBooks Online company you want to replace with your company file.
- Click Continue.
- If you track inventory in QuickBooks Desktop, hit Yes to bring them over, then specify the as of date.
- Enter “Agree” in the text field, then click Replace.
- Hit Yes, go ahead and replace the data, then select Replace.
Here's an article for more info: Move your QuickBooks Desktop file to QuickBooks Online.
Then, we compare our reports in QBO and QBDT to ensure everything matches and is organized accordingly. Also, we can look at the conversion guide if you notice any differences in the appearance of your books.
I'm still ready to provide any details about migrating from QBDT to QBO. Have a good one!
