I appreciate you joining the thread and sharing your concerns here in the Community, @Katieiom. We're here to ensure you can export your company file from QuickBooks Desktop to QuickBooks Online.
First, ensure that you have the latest version of Microsoft Edge installed on your computer. You can visit the official Microsoft Edge website to download and install the latest version.
Then, make sure QuickBooks is up-to-date. Follow these steps:
- Close your company files and QuickBooks.
- Open the Windows Start menu.
- Search for QuickBooks Desktop. Right-click the icon and select Run as administrator.
- While on the No Company Open screen, go to the Help menu and select Update QuickBooks Desktop.
- Go to the Options tab. Select Mark All and then select Save.
- Go to the Update Now tab and select the Reset Update checkbox.
- Click on Get Updates when you’re ready.
Know that there are limitations when you convert your file. Once done, I recommend running the Profit and Loss and Balance Sheet reports to ensure that you transferred your data correctly. To verify your reports in both products, filter the date period to All Dates and the accounting method to Accrual. For more information, check out this article: Guide After Conversion.
I’m always ready to assist you if you have any other questions or concerns about the process. Just leave a comment below. Have a good one and keep safe.
