– How To Convert QuickBooks Desktop to Online in 7 Steps

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Sign in as an admin to the company file you need to import. · Go to Company, then select Export Company File to QuickBooks Online. · Select Start. In QuickBooks Desktop, log in as an admin to the company file you need to import. Go to the Company menu, then select Export Company File to QuickBooks Online.
 
 

How To Convert QuickBooks Desktop to Online in 7 Steps.Migrating from QuickBooks Desktop to QuickBooks Online – SaasAnt Blog

 
Sign in as an admin to the company file you need to import. · Go to Company, then select Export Company File to QuickBooks Online. · Select Start. In QuickBooks Desktop, log in as an admin to the company file you need to import. Go to the Company menu, then select Export Company File to QuickBooks Online.

Export desktop to online quickbooks. Move your QuickBooks Desktop file to QuickBooks Online

I follow all of the directions, but the process stalls and the options the instructions say should come up, do not come up. I updated my Quickbooks desktop first, closed Quickbooks and re-opened it. Here is what happens:.

I created a trial account, so I select “Yes, sign me in” the other options is “No, I need to create on”. I can see the screen alternating between the choices.

I single click. I double click. I hit enter instead of using my mousepad. The screen isn’t frozen because I can easily close it and try again.

I closed everything, rebooted my computer and tried again. I switched computers and tried again. I changed my default browser and tried again. Same result every time at the same place every time. Go to Solution. Thanks for reaching out to the Community, CyndiBlossom. When moving your QBDT data, there are things that you need to consider.

One of these is making sure that your QBDT account is up-to-date. If you’re using a version older than , you need to use a trial version to convert your file. Once verified, try to perform the export process again. Also, keep in mind that you can only transfer a company file within 60 days after signing up to QBO. If it is more than 60 days, I suggest creating another trial account.

Additionally, the following articles are good references to learn more ways of handling your QuickBooks data:. Let me know if you need further assistance. I’m just right around the corner if you need me. Have a beautiful day! View solution in original post. Thanks for the guidance! That link no longer works but it put me on the right track.

So I was able to get a working link from QB support. I have the exact same problem. I am using the current version of Quickbooks Desktop Enterprise, our targets are less than , It gets frozen when I say yes to migrating. I have let this process run for over 7 hours and it goes nowhere. My screen is not frozen either.

Can someone please help? I have called support numerous times, gotten different answers and still can’t get this to work. It has taken over a month. SInce I am in single user mode, no one else can use Quickbooks. Any additional details can help us narrow things down. This also ensures the program is running with the latest features and fixes. Let me show you how. Once done, you can redo the migrating process. When everything is all set, you can refer to these links for guidance in knowing your ways around QBO:.

I’ll be around to help you if you have other questions about moving your data to QBO. Keep safe and have a great weekend ahead! We have the latest version of Quickbooks Desktop Enterprise. I have updated it as well as one of the support people had me repair it.

I don’t know what the sample file is. I tried to respond to the last reply but this forum gave me authentication errors. This is Enterprise not Pro or Premier. I have been sent those instructions as well and it didn’t work.

That option is not available. Did you upgrade your file to QBD ? Try to migrate from your earlier version e. I appreciate you for contacting our support agent to get this sorted out. The file can only have a maximum of , targets to import. If the file is too big to export, we’ll need to condense your QuickBooks Desktop file.

Before doing so, we’ll need to create a backup just in case you ever run into problems, we can use your backup to restore your data. Once done, try to perform the export process again. If the same thing happens, there may be damaged data on the company file you’ve been working with. We can run the Rebuild Data tool is built-in to fix any company file data issues.

Just follow the detailed steps in this article: Fix data damage on your QuickBooks Desktop company file. If the problem persists, I’d suggest contacting our Technical Support Team. I know you already called a couple of times, however, this is the best option we can have for them to further investigate what’s causing the migration issues.

Just provide the reference number to the support agent for them to review the case. See our support hours and types for more details about this one. Here’s how:. I want to make sure everything is taken care of for you, please let me know how it goes after performing the steps or contacting support. Just leave a comment below and I’ll get back to you. Take care always. Thank you for these suggestions.

I did rebuild the data and it still froze afterwards. We are well under the , targets. I have the latest release of Quickbooks Desktop, have repaired the QB file with the help of support, cleared my caches and tried to run in administrator mode.

I have called support well over 6 times. To be honest, I am nearing the end of my rope. This shouldn’t be so difficult.

Every time I call support I get a different answer. We are nearing the end of our 60 days. Screen is still frozen. I have updated QB, repaired the file, rebuilt the data, verified the data and checked that the targets are less than , They are. Still screen is frozen and goes nowhere. I have also cleared the cache and cookies from the browser.

Try opening the sample file and migrate it to QBO. If the same error persists, the problem is not fixed yet on QBD You should utilize QBD to migrate your file as a workaround. I can guide you where you can get the sample file, Syn3. This way, you can check the issue and resolve it as soon as possible. You can see the sample file by downloading the QuickBooks Desktop trial version account. Before that, ensure that your computer meets the minimum requirements to install the product.

Once installed, open it and try migrating your company file to verify it’s already performing well. If the issue keeps going, I’d recommend utilizing QuickBooks version. Then migrate your file from there to check if it’s already working adequately. When everything is set, please run the Profit and Loss report both Desktop and Online on an accrual basis. This way, you can check if your import is successful.

Further, check out these articles below to know how your data converted and to get started in QuickBooks Online:. I’d be happy to listen and help if there are other problems with your account. Please leave that in the comment section below and I’ll get you back shortly.