The Newest QuickBooks Migration Tool for Desktop to Online - - Step 1: Get your desktop file ready

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Migrating from QuickBooks Desktop to QuickBooks Online with Intuit's internal tool



  In QuickBooks Desktop, log in as an admin to the company file you need to import. Go to the Company menu, then select Export Company File to QuickBooks Online. QuickBooks Desktop allows a customer to export company data into a new or existing company in QuickBooks Online. The process of migrating a company does not.    

 

Move your QuickBooks Desktop file to QuickBooks Online



   

QuickBooks Online accounts are completely online and accessed with a web browser. The account and sign-in info are separate from QuickBooks Desktop. Intuit takes security very seriously and ensures your data is secure and available to you when it's in the cloud. The time needed to move your data to QuickBooks Online varies depending on the size of your company file. Make sure to keep QuickBooks Desktop running until the move is done.

Nothing changes, we simply copy the data to QuickBooks Online. Going forward, you'll input new data in QuickBooks Online. You'll still keep the QuickBooks Desktop company file with your data, but can only access this data with an active QuickBooks Desktop subscription.

If you get an error while moving to QuickBooks Online, refer to these common errors and how to fix them. Here's how to run the reports and compare everything. If you forgot your QuickBooks Online sign-in, you can reset your sign-in information. You can have multiple companies under your QuickBooks Online account. Here's how to add or create a new company. Any existing transactions on or after this date are also recalculated under FIFO. Because of this, we recommend choosing an inventory start date using the first day following your company's last tax filing period to avoid filing amended forms.

Learn more about what you need to do after changing inventory methods. If you prefer not to use FIFO or turn on inventory in QuickBooks Online, select No, don't turn on inventory and don't track quantity on hand during the move. You can change these settings later, but if you do, you'll need to set up new inventory items. We recommend that you reach out to your accountant if you need help with this decision. Need to make changes or updates to your accounts or subscriptions?

Visit the Account Management Page. QuickBooksHelp Intuit. Was this helpful? Yes No. You must sign in to vote, reply, or post. Sign in for the best experience Ask questions, get answers, and join our large community of QuickBooks users.



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