Sherrie_F
QuickBooks Team

Other questions

Thank you for getting in touch, @mebrown53. I'm here to assist you personally in finding alternative QuickBooks options that are more budget-friendly. Let's work together to choose what's best for you.

 

First, we can convert your QuickBooks Desktop (QBDT) file to QuickBooks Online (QBO). But before that, ensure that your QBDT file is ready so we can have a seamless process of moving your QuickBooks file to QBO.

 

For Desktop Pro or Premier, here's how:

 

  1. Download and install the latest updates for QuickBooks Desktop before you copy your data to QuickBooks Online.
  2. Before you make any changes, backup your QuickBooks Desktop company file.
  3. Verify and rebuild data in QuickBooks Desktop before you switch to QuickBooks Online.
  4. Copy your company file to QuickBooks Online:
    1. Sign in as an admin in QuickBooks Desktop.
    2. Go to Company, then select Export Your Company File to QuickBooks Online.
    3. Select Get started.
    4. Sign in as an admin to your QuickBooks Online company.
    5. Select the company you want to replace with your company file.
    6. Select Continue, then select Export.
    7. If you track inventory in QuickBooks Desktop:
      1. Select Yes to bring them over, then enter the as-of date.
      2. Note: Use the first day after your last tax filing period as your inventory start date.
      3. Select No if you want to set up new items later in QuickBooks Online.
      4. Note: If you already have data in a QuickBooks Online account, QuickBooks will ask if you want to replace the existing data.
  5. Enter Agree in the text field, then select Replace.
  6. Select Yes, go ahead and replace the data, then select Replace.

 

For more details about the process, I've added this resource: Move your QuickBooks Desktop file to QuickBooks Online.

 

Additionally, if you want to talk with our QuickBooks sales experts before making any changes, you can do so by following these steps:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
  3. Enter the question, keyword, or topic you need help with.

 

Lastly, I'll be providing you with this article that can help you to have a great start with QuickBooks Online: Getting Started with QuickBooks Online.

 

It has been my pleasure assisting you. If you have more questions or require extra help with QuickBooks' features, don't hesitate to reach out. I'll make sure to assist you in any way I can so you can keep your business going.