Within your QuickBooks Desktop company, click on Company in the top menu bar and select Export Company File to QuickBooks Online, as shown below.
![]() ![]() The good news is converting from QuickBooks Desktop to Online is easy, and you shouldnt lose any of your past data. If you get stuck, you can contact QuickBooks support for free. If you dont already have QuickBooks Online, new subscribers can choose between 50 off for three months or a 30-day free trial. If 60 days have passed, you can cancel your current subscription and set up a new QuickBooks Online company. Multiple companies can be set up under the same email address. Although we rated QuickBooks Online as the best small business accounting software, there are a few distinct advantages to QuickBooks Desktop over QuickBooks Online. QuickBooks Desktop usually is faster for experienced bookkeepers, has more options available for dealing with inventory, and can report estimated vs actual job costs. You can read QuickBooks Online vs Desktop if youre unsure of whether the switch to QuickBooks Online is right for your company. QuickBooks provides a list of Desktop features and a description of how those features will transfer to QuickBooks Online. For QuickBooks Mac, you can follow Intuits conversion instructions for QuickBooks Mac. If you use QuickBooks Enterprise, Intuit also has conversion instructions for QuickBooks Enterprise. If your file exceeds the maximum 350,000 targets, you can try to reduce the targets by condensing your QuickBooks file. ![]() Make sure to reconcile all bank accounts, process payroll, and adjust inventory before getting started. You can make a backup of the data file by going to File, then Back Up Company, and then click on Create Local Backup, as shown below. If you normally access the company file from a network drive, restore the backup file you just created onto your local drive and use that file for your QuickBooks Online conversion. If youre not sure which version is best for your business, read our QuickBooks Online comparison. Then, check the box indicating you want to bring in your data from QuickBooks Desktop as shown below. Click on the gear icon (upper-right corner) and select Sign Out, as shown below.
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December 2020
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