Thanks for joining the conversation, @scottysh. It's my priority that you're able to merge the information from QuickBooks Desktop to QuickBooks Online.
To get started, let’s run the Verify and Rebuild Data Utility Tool before you convert your QBDT file to resolve any data integrity issues. Always create a backup to avoid any accidental data loss before performing the following steps.
- In QuickBooks Desktop go to the Window tab and select Close All to close all opened windows.
- Then, go to the File menu and choose Utilities.
- Click Verify Data.
- Fix any error message if it says "Your data has lost integrity", continue to Rebuild Data.
- Navigate to the File menu, pick Utilities, then click Rebuild Data.
- Confirm to back up your company file.
- Choose where you want to save your backup, then tap OK.
- Wait until the backup is finished so the Rebuild Data utility tool starts.
- Hit OK if Rebuild has completed.
For more details about the process, please see this article: Verify and Rebuild Data in QuickBooks Desktop.
Once done, import your QBDT company file to QBO again. Follow the steps below:
- Sign in as an admin to the company file you want to import.
- On your keyboard, press Ctrl + 1 to open the Product Information window.
- Press Ctrl + B + Q, then select OK to display the export window.
- On the export window, select Get started.
- Sign in as an admin to your QuickBooks Online company.
- Select the Choose online company▼ dropdown, then select the QuickBooks Online 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 select Replace.
You can refer to this article for the step-by-step guide: Move your QuickBooks Desktop file to QuickBooks Online.
Also, there are things you need to expect when you migrate from QBDT to QBO. To know more about how your books convert (i.e., Chart of Accounts, documents, and invoices), you can refer to this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.
If the steps above don't work you can directly contact our Customer Support Team. Just follow the steps shared by my colleague above, or click this link to contact them outside QuickBooks: Contact Support.
To make sure you get prioritized on your concern. Please check out our support hours and contact us at a time convenient: Support hours and types.
I'm adding these articles on how to fix errors when you convert the files and user guides that will help you with your task:
If you meant something else, please let me know. Any further details that you can provide will be much appreciated. I'm always ready to assist.
