Hello, @No_UserName_Needed.
I'm here to help you by sharing some information about migrating your QuickBooks Desktop (QBDT) company file to QuickBooks Online (QBO).
In QuickBooks Desktop (QBDT), targets refer to the specific items or accounts that are associated with each transaction or entry in the file. Moreover, the total targets need to be less than 750,000 for it to be converted to QuickBooks Online. Press Ctrl+1 on your keyboard to check. If it’s more than the said number, you have the option to either import lists and balances into QBO or start fresh.
If you are using QuickBooks Pro/Premier 2012 or Enterprise 12.0, you can follow these steps:
- From the QuickBooks File menu, select Utilities and then Condense Data.
- Select Yes to the message Budget data may be moved during cleanup. Do you want to continue anyway?
- In the Condense Data window, select Transactions before a specific date.
- Use the Date field to select a date. QuickBooks will remove closed transactions on or before the date you choose.
- Note: If you track inventory, it’s best to make the date the last day of the month. That way, your average cost for items will remain correct.
- Select Next.
- Select a method to summarize the transactions you're removing then Next. If you're not sure, select Help me choose.
- (Optional) Select any of the checkboxes for the dialog boxes that follow then select Next.
- Select Begin Condense.
Additionally, you can explore further details on reducing your target counts by condensing your QBDT file before importing it to QBO.
To learn more about the steps you should take after moving files to QBO, please see What To Do After You Move From QuickBooks Desktop to QuickBooks Online.
If you have further questions about migrating from QBDT to QBO, you can comment below, and we'll respond to you as soon as possible.
