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January 23, 2024
Question

Closed out books transferring from desktop to online

  • January 23, 2024
  • 2 replies
  • 0 views

If we close out our 2022 books in QB Desktop, will they transfer to our QBO account, or start with our 2023 data?

2 replies

January 23, 2024

It depends on the option you choose during the conversion process, @shondashawn73.


When you finalize and close out your 2022 books in QuickBooks Desktop (QBDT) and transfer them to QuickBooks Online (QBO), the data that will be moved over is dependent on the option you've chosen during the migration process.

 

Please know that when you move your QBDT file to QBO, you can Bring all your company data or Choose what to bring over.


If you want to include the 2022 records in your QBO account, please ensure to select the Bring all your company data option. See the attached screenshot below for your visual reference:


Here's an illuminating guide that provides information on how your books transfer from Desktop to Online version: Learn how features and data move from QBDT to QBO.


Let me know if you have additional questions or concerns managing your company files. I’d be glad to answer them for you, @shondashawn73.

January 24, 2024

@shondashawn73 

Which QB Desktop year version do you have?