Data Migration from QuickBooks Desktop to QuickBooks Online

Older version of QuickBooks desktop data cannot convert to QuickBooks Online. So, ensure you
are using QuickBooks Desktop 2016 or newer version. If you are earlier version of QuickBooks
then update it to the latest version and as well as also updates your company information.
There is character restriction in QuickBooks Online so be sure to make some adjustments on
your account name and other data points prior to your conversion
You 60 days limit to convert financial data of QuickBooks Desktop to QuickBooks online after
creation Online accounts. If don’t covert data within 60 days, then in that case cancel your
QuickBooks accounts and subscribe for new account.
Process of Conversion
1. Signup for QuickBooks online accounts, once you signup log in to your online account and create
company profile and complete welcome field and avoid to enter any other data.
2. Resolve all the issues and error with QuickBooks Desktop data before importing. The conversion
process is automatic hence cannot do anything until the process is complete as well as
information from QuickBooks Desktop replaces existing information in QuickBooks Online
Run Payroll Data
Want to run payroll and pay taxes before converting. Then make sure to mark those employees as
Inactive who no longer working for company. Also fill out all the data about your current employees.
Avoid gender and other personal information for QuickBooks Desktop, QuickBooks Online requires all
this data about your employees before you can run the payroll.
Run Report
To make sure data migration is correct or not, run a profit and loss report and balance sheet in
QuickBooks desktop before conversion for the review.
Backup Your Data
It is necessary to create backup of your company file to before the conversion process to restore the
current financial data or information.
Steps to Back Data:
Click on File
Switch your QuickBooks Desktop to a single user.
Click on Backup Company
Select and create local backup
Export Company File
After doing all above mentioned steps export Company File
Steps to Export Company File
Select Company Menu
Click Export Company File to QuickBooks Online