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

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Transfer from QuickBooks Desktop to QuickBooks Online | Housecall Pro Help Center



 

No need to start over again—just move your desktop file to a QuickBooks Online company. Check out all the benefits you get when you move to QuickBooks Online. If you're an accountant, learn how to set up your clients for success with their move to QuickBooks Online. To watch more how-to videos, visit our video section. Note : You have 60 days from the time you create your QuickBooks Online account to move your data.

Note: If the file exceeds the target limit , it can't be converted to QuickBooks Online. The only option is, you can only import lists and balances into QuickBooks Online or start fresh. Note: If you're QuickBooks version is or older, use the QuickBooks Desktop file restoration tool to upgrade your file.

You can then move your data to QuickBooks Online. Note: If you use advanced features such as advanced reporting and advanced inventory , we recommend starting fresh because some of your data won't move to QuickBooks Online. If you want to keep using these features in Enterprise, learn about cloud-enabled QuickBooks Desktop Enterprise.

With your company all set up, let's get you started with QuickBooks Online. For more resources, check out our Getting Started guide. Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page.

QuickBooksHelp Intuit. Watch or follow the steps to get it done:. 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. Check your current version and release. Note: If you use an older version of QuickBooks Desktop or you don't have access to QuickBooks Desktop, install a trial version of QuickBooks and open your company file.

   

 

Move your QuickBooks Desktop file to QuickBooks Online - Continue reading



    Note that it can take up to 24 hours. Use the blue bubble to reach out to our chat team for live customer support. This causes the customer balances to be off. Some information may not be imported when you move your file. You can change these settings later, but if you do, you will need to set up new inventory items. Mark has researched and reviewed accounting software at Fit Small Business since and has developed an extensive knowledge of accounting software features and how unique business needs determine the best accounting software.


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