A Short Overview to Move your QuickBooks Desktop file to QuickBooks Online

The desktop version of QuickBooks business accounts software stores all your company accounts records in a company file on your PC. Moving this data to the QuickBooks Online service may appear to be an overwhelming possibility, especially in the event that you have quite a long while worth of accounting data to move. Notwithstanding, you can import the QuickBooks company file that contains this data to the QuickBooks Online service by means of your PC’s Web program. For the exchange to work effectively, QuickBooks says you should utilize the Microsoft Internet Explorer program with ActiveX controls empowered.

But, Before this, you should read about to Move your QuickBooks Desktop File to QuickBooks Online.

Table of Contents

Duplicate the Company File

1 Launch the QuickBooks desktop program.

2 Press “F2” on your PC console to open the Product Information window. Record or duplicate the name and directory location of your company file showed in the File Information part of the window.

3 Open the company file in QuickBooks. Whenever provoked, enter your head password.

4 Click “File,” “Utilities” or “Upkeep” and afterward “Duplicate Company File for QuickBooks Online.”

5 Enter a name for the file and select a directory location on your PC. Recollect the directory location, since you will require this data to bring the file into QuickBooks Online.

Activate ActiveX in Internet Explorer

1 Launch Internet Explorer.

2 Click the “Tools” button with the cog wheels symbol in the upper right corner of the screen and afterward select “Internet Options.”

3 Click the “Security” tab in the exchange window and afterward click the “Internet” button in the Zone sheet. Click the “Custom level” button.

4 Look to the “ActiveX controls and modules” segment.

5 Click the “Empower” button close to the accompanying ActiveX controls:

Programmed inciting for ActiveX controls Binary and content practices Download marked ActiveX controls Run ActiveX controls and modules Script ActiveX controls stamped ok for scripting

6 Click the “OK” button.

7 Click the “Progressed” tab and afterward clear the “Don’t save scrambled pages to circle” check enclose the Security area.

8 Click the “Apply” button and afterward click “OK.”

9 Close and restart Internet Explorer.

Import the Company File

1 Sign in to your QuickBooks Online account.

2 Click the “Company” tab in the fundamental menu and afterward select “Import QuickBooks Desktop Data” starting from the drop menu.

3 Go to the location of the company file you saved before. Click to choose the file and afterward click the “Open” button.

4 Follow the means in the onscreen import talk with window that launches consequently. During this process you should enter essential data about your company, for example, contact data and bank subtleties.

5 Hang tight for around 24 hours for QuickBooks to finish the import process. You will get an email when the process is finished.