Fix errors when you move from QuickBooks Desktop to QuickBooks Online - The 4 steps to rebuilding your data file and restarting the export process

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Move your QuickBooks Desktop file 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:. Make sure all of your sales tax filings are current before migrating.

You may need to make adjustment entries to sales tax filings after conversion. To be converted successfully, your QuickBooks file must not be over the target limit of , You can condense your file to reduce the total targets. If you receive any errors while importing, you can fix errors when converting to QuickBooks Online.

Don't see the option to export? Update your QuickBooks Desktop. Here's how:. Start QuickBooks again and finish installing the updates when prompted. These updates may take 15 minutes or more to install, depending on when QuickBooks was last updated. Important: If the updates are not downloaded and installed completely, the export company link may not appear. If you're unable to complete the updates, here are the steps to fixing QuickBooks Desktop update errors.

If you are, we do not recommend moving your data from QuickBooks Desktop Enterprise to QuickBooks Online, because data loss is likely to occur. Take a test drive! Try QuickBooks Online using our sample companies. To determine if QuickBooks Online offers the features and functionalities you need, review the limitations of converting from Desktop to Online. Follow the prompts to connect to QuickBooks Online. Note: If the sign-in window doesn't appear after closing Product Information, repeat steps If you have inventory in your file and are importing from QuickBooks Desktop or later, you will see this screen, otherwise skip to step 3.

Importing inventory? Simple Start and Essentials don't have inventory-tracking functionality.

   


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