Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
AlexV
QuickBooks Team

Reply to message

Hi bigwavemaui!

 

I can help you in converting your company file to QuickBooks Online.

 

Before you export the data, let's make sure that your QuickBooks Desktop is updated. Let's also run the rebuild data tool to ensure that the company file is good to be exported to prevent issues. Check these links for the detailed steps:

 

Once done, make sure to log in as an admin to the company file so you can export it. Follow the steps on the Step 2 section of this article: Move your QuickBooks Desktop file to QuickBooks Online.

 

Don't forget to run the Profit and Loss report on both versions of QuickBooks. This is to verify that the conversion is successful. You can find them on the Reports menu.

 

I added this link if you need more help in running, customizing, and saving financial reports in QuickBooks Online: Run reports in QuickBooks Online.

 

I'll be here if you need help. I'm wishing you all the best!

Need to get in touch?

Contact us