How to Move QuickBooks Desktop to Online

Migrating from QuickBooks Desktop to QuickBooks Online

Your QuickBooks Desktop file is exported to QuickBooks Online. Follow the instructions below depending on the version of QuickBooks Desktop you use.

QuickBooks Desktop Pro or Premier

• Log in as an admin to the company file you need to import in QuickBooks Desktop.

• Select Export Company File to QuickBooks Online from the Company menu.

• Then you have to select Get Started.

• Now you have to click Select Destination, then you have to sign in to your QuickBooks Online account.

QuickBooks Desktop Enterprise

• Log in as an administrator to the company file you need to import into QuickBooks Desktop.

• To view your product information, press F2.

• Press CTRL+B+Q while your product information is open, then you have to click the OK button at the bottom of the page to get started.

If you use QuickBooks Desktop to track inventory

• To bring them over you have to select Yes, then enter the start date.

• Then you have to select No if you want to set up new items later in the QuickBooks Online.

• We will email you once the conversion is complete. In the email, you have to click the Complete Your Setup button.

• Log in to your account on QuickBooks Online.

• Select the company file that you want to open.

The dashboard for QuickBooks Online appears.

Move lists from QBDT to QBO

To import your lists into QuickBooks Online, you previously exported your lists from QuickBooks Desktop. Many processes are needed for different types of lists. To see the import process, you have to select a list from the list below.

• Chart of Accounts

• Products and Services

• Customer

• Supplier

Set up inventory

The actions below will enable inventory tracking in QuickBooks Online.

• You have to go to Settings and then you have to select Account and Settings.

• Then you have to select Sales.

• Under Products and Services, you have to click Edit.

• Activate the sales forms' Show Product/Service Column setting.

• Turn on the tracking of inventory quantity in stock, price, and rate.

• Choose Save and then you have to click Done.