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Replying to:
LieraMarie_A
QuickBooks Team

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Hi there, @IanBayne. Allow me to share some ways to move your data from QuickBooks Desktop to QuickBooks Online.

 

To clarify, did you use the conversion guide for South Africa? Yes, you can utilize the QuickBooks Desktop file restoration tool to upgrade your file. Then, you can then move your data to QuickBooks Online.

 

Here's how:

  1. Sign in as an admin to the company file you need to import.
  2. Go to Company, then select Export Company File to QuickBooks Online.
  3. Select Start your export.
  4. Sign in as an admin to your QuickBooks Online company.
  5. Select Choose online company, and choose the QuickBooks Online company you want to replace with your company file.
  6. Select Continue.
  7. If you track stock in QuickBooks Desktop:
  1. Enter Agree in the text field, then select Replace.
  2. Select Yes, go ahead and replace the data, then select Replace.

 

As another option, you'll want to use a third-party app to import your data. There are several Intuit-approved apps that will convert your data. To find a list of available Apps, more, visit the Intuit App Center

 

You can also import your data using Excel CSV spreadsheets. This allows you to bulk import your Chart of Accountscustomers, suppliersproducts and servicesinvoices and bills into QuickBooks.

 

If you have additional questions about managing your data in QuickBooks, don't hesitate to comment below. I'll be happy to help you again. Keep safe.