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Account management
I’ve got you covered in migrating your data to QuickBooks Online.
If you are migrating from QuickBooks Desktop to QuickBooks Online, ensure you still have the supported version of QBDT. Also, the total targets should not exceed 750,000 for it to be converted to QBO. Keep in mind that there may be differences after you move your data.
Then, you may proceed to Step 2. This step will guide you in transferring your QuickBooks Desktop file to QuickBooks Online. Know that you have to determine what specific edition of the product you are using before moving your file. Once you have identified the edition, you may proceed to Step 3, view the video guidelines to prepare your QBO file: Move your QuickBooks Desktop file to QuickBooks Online.
If your QuickBooks is 2020 version or older, you can move your data to QuickBooks Online with an online tool.
For further assistance with your migration process, I'll be available to help you at all times. Have a great day!