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Which QB Desktop country version do you have?
Where is your company located?
I can help you with that, drkirkmiller-gma.
Keep in mind that you can only move a company file within 60 days after signing up to QuickBooks Online. If you already set up payroll in QBO, you'll need to move your lists instead of your company file. Additionally, some of your data won't be converted due to feature differences.
To get started, make sure that you're using the latest release of QuickBooks Desktop. You'll also want to verify that your desktop file is less than 350,000 targets. When you're ready. here's how to move your data:
After that, pull up and your financial reports on both platforms to ensure that your data was accurately transferred.
Lastly, I encourage checking our Getting Started Guide to help set up your new QuickBooks company.
Fill me in if you need further assistance in completing your other tasks. Have a great rest of the day.
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