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How to import a QBX file into my new QuickBooks Online company for one of my client
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Welcome to the Community forum, @mateen_hyd.
If you’re based in Australia, it’s important to note that the QuickBooks Desktop migrator tool is not available in this region. Instead, you’ll need to convert a QBX file to a QBW file in QuickBooks Desktop (QBDT) first, then manually import specific data, such as lists, into your QuickBooks Online company.
Here's how to convert QBX file to a QBW file:
- On your QBDT, click the File menu in the top-left corner.
- Select Accountant's Copy, then choose Convert Accountant's Copy to Company File.
- Follow the prompts and save the file as a QBW file on your computer.
After that, export the data from QuickBooks Desktop:
- Open the QBW file in QuickBooks Desktop.
- Click the Lists or Reports menu depending on the data type you want to export.
- Select the Lists or Reports you need.
- Once the data is displayed, click the Excel button at the top of the report.
- Export the data as a CSV file and save it on your computer for import into QuickBooks Online.
Once done, import the lists into QBO:
- Log into your QBO account.
- Click the Gear icon in the upper-right corner.
- Select Import Data from the menu.
- Choose the type of data you want to import.
- Click Browse, select the exported CSV file, and upload it.
- Follow the on-screen instructions to map fields and complete the import.
- Repeat these steps for other list types as needed.
Feel free to leave a reply below for any additional queries or concerns. We’ll be around to help.
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Where is your client located? US or Canada?