Are you wondering how to move your data from QuickBooks Desktop to QuickBooks Online? It can be bothering switching from your old software system to a new one. This article will help you on how to create QuickBooks Desktop file (for Pro /Premier versions) to QuickBooks Online.
However, if you are a QuickBooks Mac user then go to How to convert QuickBooks Mac Desktop file to QuickBooks Online and understand the process. For users of Enterprise version read the steps here-
You must be thinking, if have your data is stored in QB Desktop then why do we need to convert it to QB Online? There have to be some benefits to it, otherwise, the conversion would just look like duplication of work. Let’s have a look at what are the benefits.
Run Comparison Reports
Conversion to QB Online gives access to historical data. Whether you are new in business or an experienced business entity, analyzing current data with the previous year’s performance is a definite requirement.
More Users Access
You can sign up to five users in QB online versus one user on QB desktop. Thus you get more with your spent money.
If your existing QuickBooks file is with numerous bookkeepers, who didn’t do particularly well in managing it. A more efficient way to manage data is to shift it to QB Online. You need to export your customer, vendor and products & services lists from QB Desktop and import these into QB Online.
Sign up in the QuickBooks Online Account ( for a new user) or login to the QB Online Account (existing user)
Note: You need to get the latest version of QuickBooks. You can do this by going to the help menu >choose “the update QuickBooks option” > restart before you again use QuickBooks.