Moving your files over from QuickBooks Desktop to QuickBooks Online? Here's a step-by-step guide that will help you do it.

If you only have an older version of QuickBooks installed or a backup file from 2015 or earlier, you can download an updated trial from these QuickBooks desktop trial links. Follow the steps below to begin the import process.

 
Before you get started, take note of the following:
  • You can only import QuickBooks Desktop data within the first 60 days of your QuickBooks Online company start date. Your QuickBooks Desktop file will also replace your entire QuickBooks Online file and overwrite any existing information.
  • You must be an Administrator user in both your existing Desktop file AND in your Quickbooks Online account.
  • Your QuickBooks file must be under 350,000 targets (file size does not matter).  If you are over this limit, you will only be given the option to import your lists and/or balances. To trim it down, Condense your QuickBooks Desktop File.
  • If you receive any errors regarding the file you're importing, see Errors Importing to QuickBooks Online.
  • To understand key differences and unsupported features prior to moving, see Import Limitations- Quickbooks Desktop to Quickbooks Online(US, UK, CA).

Import from Quickbooks Desktop

Connect to QuickBooks Online

  1. Log in to your QuickBooks Online account. Agree to the Terms of Service and select Submit.
    QuickBooks Enterprise users: If the login screen doesn't automatically come up after closing the Product Information window, repeat the steps for Quickbooks Enterprise above.
  2. If you have inventory in your file, and are importing from the latest version of QuickBooks 2015, you will see this screen. Otherwise skip to step 3.

    User-added image

  3. Pick the online company you want to import your data into, or choose to create a new company.
  4. Select OK, got it. We'll email you when we're done!
 
After Import
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