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January 7, 2024
Question

How do i migrate Quickbook enterprise desktop to quickbooks online simple start

  • January 7, 2024
  • 3 replies
  • 143 views
I have QB enterprise and need to migrate it to simple start .. how can I migrate the data

3 replies

QuickBooks Team
January 8, 2024

I'm here to guide you with migrating your QuickBooks Desktop (QBDT) file to QuickBooks Online (QBO), shetty. 

 

Beforehand, please take note of the following: 

 

  • We have 60 days from the time you create your QuickBooks Online account to move your data. 
  • If you've previously set up payroll in QBO, transfer your lists instead of your company file.
  • Due to feature limitations, you won't be able to convert some of your lists and reports.  
  • Ensure your QuickBooks is up-to-date
  • Make sure your Total Target is less than 750,000, we can press Ctrl + 1 on your keyboard to check on this.  
  • If you use advanced features (such as advanced reporting and advanced inventory), we recommend starting fresh because some of your data won't move to QuickBooks Online.  

  

To migrate from QBDT to QBO, we can: 

 

  1. Sign in as an admin to the desktop company file you want to move. 
  2. Press Ctrl + 1 to open the Product Information window.
  3. Select Ctrl + B + Q, then choose OK to display the export window.
  4. On the export window, hit Get started.
  5. Sign in as an admin to your QuickBooks Online company.
  6. Select Choose online company, then select the QuickBooks Online company you want to replace with your company file.
  7. Click Continue.
  8. If you track inventory in QuickBooks Desktop, hit Yes to bring them over, then specify the as of date
  9. Enter “Agree” in the text field, then click Replace.
  10. Hit Yes, go ahead and replace the data, then select Replace.

 

Here's an article for more info: Move your QuickBooks Desktop file to QuickBooks Online.  

 

Then, we compare our reports in QBO and QBDT to ensure everything matches and is organized accordingly. Also, we can look at the conversion guide if you notice any differences in the appearance of your books.   

 

I'm still ready to provide any details about migrating from QBDT to QBO. Have a good one!

March 28, 2024

Hi, I am working with a new client who I just created a new QBO Simple start plan.  Their previous accountant was using QB Desktop and has provided with me with a backup file on a thumb drive.  Can I import this file into the new online account using the thumb drive file?

Level 5
January 8, 2024

@svcsmshetty 

Which QB Desktop year version?

Open your company file and hit CTRL+1 keys. How big is your Total Target?

December 11, 2025

To migrate from QuickBooks Enterprise Desktop to QuickBooks Online Simple Start, create a full company backup first, then reduce your file size by deleting unnecessary lists or turning off advanced features that Simple Start doesn’t support. Next, open your Enterprise file, press F2, check your total targets are under the migration limit, then use Company → Export Company File to QuickBooks Online. After import, review chart of accounts, opening balances, and reports to ensure everything transferred correctly. If you hit issues with file size or unsupported features, a bookkeeping team like Ledger Labs can guide you through the cleanup and mapping.