Skip to main content
L
Lizaluuu1
November 8, 2023
Question

Migrating Quickbooks Desktop for Mac to Quickbooks Online

  • November 8, 2023
  • 2 replies
  • 0 views

hi everyone,

 

I'm following the steps to migrate to QBO from Desktop for Mac. I created an export in QB for Windows as instructed, now it tells me to open that in Windows. How do I do that if I don't have a PC? Help? 

 

thank you, Just trying to do my job the Mac way!

 

Liza

2 replies

C
CamelleT
November 8, 2023

I've got the steps in migrating your Desktop for Mac file, liza.

 

In QuickBooks Desktop (QBDT) 2019 or older, you'll really need access to a PC to complete the migration. However, if you have QBDT version 2020 and later, you can proceed to the steps provided below: 

 

Take note that if your file has more than 350,000 targets, you'll need to condense your file.
 

  1. Sign in to your QuickBooks Desktop file as the admin.
  2. Select File, Export, and then To QuickBooks Online.
  3. (You can also use the keyboard shortcut Shift + Command + D).
  4. Select Get started.
  5. Select Export all your company file data or Export specific data.
  6. If you already have a QuickBooks Online account select Yes, sign me in, and enter the credentials.
  7. If you don't have a QuickBooks Online account, select No, I need to create a new one and create a new account. 
  8. Select the QuickBooks Online company to move your data to, then select Continue.

Your migration has started. Your QBDT data will replace any data already entered in QBO.

 

After you move your data to QBO

  • You’ll receive an email confirmation once the move is done.
  • Confirmation can take up to 12 hours.


 

Drop a comment below if you have further concerns about your data migration. I'll circle back to assist you. Stay safe!

4
4Gal
November 9, 2023

@Lizaluuu1 

Which QB Desktop year version and MacOS do you have?

 

L
Lizaluuu1Author
November 9, 2023

hi both! Thanks for the info. I am on Quickbooks 2021 for Mac.

 

Unfortunately, none of the prompts seem to match the instructions provided above...

> QBDT, Export to QBO is not in the Company menu. There is an option to export to QBO under File > Export, but when I do that, it sends me to the same instructions as you've provided, with no other information, no prompt to Get Started, etc. 

> When I attempt to Upgrade my QBDT to the latest version of QB, I am sent to a page for QBO, there appears to be no upgrade available for QBDT for Mac? 

> When I open up my QBO account and go to the company I want to export into, there's an option to import desktop data and it gives me these instructions (screen shot attached). There is no Continue button or Get Started, no place to drop and drag or upload data... Basically, the page seems to be a dead end with an instructional video which only pertains to a  version of Quickbooks that doesn't correspond to QBDT for Mac 2021. 

 

Thoughts?

S
SirielJeaB
November 9, 2023

Thanks for sharing us updates on your migration experience, Lizaluuu1. 

 

We'd like to verify what QuickBooks product you're using. We can see a QuickBooks Desktop Windows based on the screenshot provided. Are you using QBDT for Windows or QBDT for Mac?

Usually, you should be able to migrate your data following the steps provided by my colleague if you have a QBDT for Mac.

Any additional information is greatly appreciated. I'm looking forward to your response.

Terms & ConditionsAccessibility statement