Skip to main content
July 26, 2018

The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online

  • July 26, 2018
  • 35 replies
  • 0 views

 

 

 

This guide is for anyone converting from QuickBooks Desktop (Pro or Premier) to QuickBooks Online. Each section offers step-by-step guidance and includes visuals, tips and hyperlinks to important resources. Start your conversion from the "Before you Start" section or use the links below to jump to specific points in the conversion process if you've already started. 

 

You can also download the complete QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online from the right-hand column. 

 

If you want the Quick Conversion Reference instead, follow the link. 


 

Before You Start

 

 

 

The Conversion Process

 

What's next after converting from QuickBooks Desktop 

 

 

Are you a QuickBooks Desktop Enterprise user? Do you have a complex inventory? We generally encourage Enterprise users to stay with their Enterprise software if you need its advanced features. If you need the online functionality of QBO, qualified Intuit Hosting Services can link multiple devices to your Enterprise software.

 

 

 

   For those switching from QuickBooks Mac or Desktop editions older than 2011, head to the appendix.   

 

 

 

    35 replies

    May 10, 2020

    Access denied for every link? This is how Intuit treats Elite status ProAdvisors? 

    July 5, 2020

    How to set up online qb tax set up for connect qb with online hike pos

     

    August 20, 2020

    I converted to QB online from Desktop premier August 5th.  I have not been able to have a sort of easy transition.

    I have called the help experts, most of them don't really know the in/outs of the quickbooks online set up and trouble shoot.

    After 20/30 minutes on the phone with the "expert help" the phone call drops and I do not get a return call.  So my issues still not fixed. Very disappointed with Quickbooks online expert help.

    Fiat Lux - ASIA
    August 21, 2020

    @Kyalena 

    Check our profile name and send your business email address in a private message to us. We may help to migrate your data.

    August 26, 2020

    New to QB online, and "access denied to guide/learn/support pages.  Why is that.

    QB online is not the easiest software program to use; neither the best customer support.

    I had used QB desktop with very little problems and experienced excellent support service from the Filipinos customer support.  

    August 26, 2020

    Thanks for joining in on the thread, Kyalena.

     

    The access denied error when viewing articles in the Community usually occurs if:

    • There is an interruption within the browser's background processes. This might be due to an intermittent internet connection or piled-up cache.
    • You're logged in as a test-drive user. This profile is used when you go to other Intuit pages. Make sure you sign out before going to other pages such as the Community or Intuit support pages.

    We can do a view troubleshooting steps to get rid of any possible cache-related concerns. Though, it is used to boosts browser's background processes. Here's how to do it:

    1. Open a private browser. It uses but doesn't store cache.
    2. If you can access the page without being denied, we can go back to your regular browser and clear the cache.
    3. Other supported browsers are good alternatives, too. Each of them uses a different cache.

    Meanwhile, I'd like to add a tip before starting the data conversion process from QuickBooks Desktop to Online. I'd recommend logging out all Intuit accounts from your browsers or pages that you've visited.

    This will help the system to recognize the Intuit account you're going to use as you go along with the process. Then, you can use this link as your guide: Move your QuickBooks Desktop file to QuickBooks Online.

     

    Please let us know if you need anything else so we can further assist you. Have a great day!

    November 17, 2020

    Just FYI, I am getting the same access denied message when I click on the links in the above test.  Also:  the  text reads "You can also download the complete QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online from the right-hand column.", but I do not see any link to this on the right side of the page.  And also, the "Attachments" link at the bottom of the text does not work.

     

    All in all, not very helpful, and particularly so for a topic that has the potential for creating severe problems if not carried out correctly.

    December 21, 2020

    how can i learn anything if you don’t allow me to see information.  I have joined and there is no place you ask for that information!

    December 26, 2020

    getting access denied message when I try to click on links above.

    Roberta

    Fiat Lux - ASIA
    December 27, 2020