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I appreciate you for adding a screenshot, HM2019.
It isn't the kind of experience we want you to come across. I understand how hassle it is to move your file to QuickBooks Online. I'm here to help how you can achieve this task.
Before moving, you'll need to know the limitations when converting QuickBooks Online on the Movemybooks website. From there, you'll have to backup your desktop file. Afterward, get your QuickBooks Online company file ready. Then, move your QuickBooks Desktop file to QuickBooks Online. Here's how:
- Sign in to your Movemybooks account.
- Click New conversion.
- Upload your QuickBooks Desktop data file and then follow the instructions.
- Authorise Movemybooks to connect to QuickBooks Online.
- In QuickBooks Online, select Authorise.
- Continue with the on-screen instructions to convert the data successfully.
Once the data has been converted, it's important to take the time to check for any discrepancies, errors, missing information, or incorrect fields in the converted data. Afterward, get ready to use QuickBooks Online. I've added this article for detailed information about converting data: Moving from QuickBooks Desktop to QuickBooks Online.
Here's a list of step-by-step guides to help you get started with QuickBooks Online:
- Connect a bank or credit card account
- Set up VAT
- Create and send invoices to a customer
- Customise invoices, estimates, and sales receipts
- Track bills and bill payments
- Set up payroll. If you use Advanced Payroll, read this.
- Add and manage users
Keep me posted whenever you have concerns about migrating data.