Moving your file from QuickBooks Desktop to QuickBooks Online? Here's a step-by-step guide to help you.

If you only have an older version of QuickBooks installed (or a backup file from 2015 or earlier), you will need to first download an updated trial from this list 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.
  • DON'T attempt to import your file if you've already turned on Payroll in QuickBooks Online.
  • 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.
  • You must be an Administrator user in both your existing Desktop file AND in your QuickBooks Online account.
  • If you receive errors regarding the file you're importing, see Errors Importing to QuickBooks Online.
  • To review key differences and unsupported features prior to moving, see Import Limitations - QuickBooks Desktop to QuickBooks Online.

Step 1: Import from QuickBooks Desktop

Step 2: Connect to QuickBooks Online

Sign in to your QuickBooks Online account, select the online company you want to import your data into, and follow the on-screen prompts. If you prefer, you can create a new company.

That's it. We'll email you when the import is done.

NOTE: This import can take up to 24 hours.
 
 
After Import
After you import your data into QuickBooks Online, review  What to do after completing an import to QuickBooks Online from QuickBooks Desktop Mac/Windows (US).
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