Time of year of when to convert from QB desktop to online?

Hello GStewart, 

Glad to have you reach out in the Community. QuickBooks offers the tools and the resources required for you to successfully manage your accounting. I'll be happy to share more info and help steer you in the right direction. 

The program gives you the flexibility to convert from QB Desktop to Online at any time. Based on the details provided above, I gather that the answer to your question is based on how and when you'd like to make the change. However, if you're looking to learn more about the benefits/implications for making this change and it's effect to your accounting, I suggest consulting with an accounting professional for expert advice.

QuickBooks allows you to manually migrate your data from QBDT to QBO. I encourage you to check out the following article that shows you how to: Migrate from QuickBooks Desktop to QuickBooks Online with Intuit's internal tool. There are also third-party apps that offer more automated data migration options. You can search for these apps on our app store, www.desktop.apps.com. 

Let me know if you have other questions as you go through the article. I'll be one message away in case you need anything else. 

@GStew 

August 1.

Additional option, you can start from scratch in QBO and use the trial version of QB Desktop to access your historical data for good.