Step 2: Export your QuickBooks Desktop company data If you receive any errors while importing, you can fix errors when converting to QuickBooks Online. You can condense your file to reduce the total targets.

To check, press Ctrl+1 on your keyboard, then look for Total Targets.If the file is over the target limit, you'll only be given the option to import your lists and/or balances when exporting. To be converted successfully, your QuickBooks file must not be over the target limit of 350, 000. You may need to make adjustment entries to sales tax filings after conversion. Make sure all of your sales tax filings are current before migrating. If you've already turned on Payroll in QuickBooks Online, don't attempt to convert your file. Start the conversion process from your QuickBooks Desktop company file, not from QuickBooks Online. You must be logged in as the administrator in both your QuickBooks Desktop file and your QuickBooks Online account. If you are using a QuickBooks Desktop version older than 2016, download and install an updated trial, restore your company file, then use it for conversion. Make sure you're aware of the import limitations and feature differences between QuickBooks Desktop and QuickBooks Online. Some information may not be imported when you move your file.

We suggest you keep your data file in QuickBooks Desktop and maintain your transactions on both sets of books until you determine QuickBooks Online is right for your business. When you import, your Desktop file will replace your Online file and overwrite any existing information. You can only import QuickBooks Desktop data within the first 60 days of your QuickBooks Online company start date. Wondering if you should convert from QuickBooks Desktop? You may want to review this Guide to Converting QuickBooks Desktop to QuickBooks Online before your start. Step 1: Review some critical information before converting your file If you are using QuickBooks for Mac, refer instead to Convert QuickBooks Desktop for Mac file to QuickBooks Online. First, make sure your data is clean and ready to be transferred to QuickBooks Online. Moving your file from QuickBooks Desktop to QuickBooks Online? Here's a step-by-step guide to help you get it done.

Quickbooks for mac trial version