Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
katelynner
katelynnerCommunity Manager
Community Manager
May 14, 2026
Question

In Case You Missed It: QuickBooks Desktop to Online Migration

  • May 14, 2026
  • 0 replies
  • 9 views

Earlier this month, we hosted a live, step-by-step walkthrough of migrating your company file from QuickBooks Desktop to QuickBooks Online. Whether you missed the live session entirely, or you were there and want to revisit a specific segment, we've got you covered. The full product segment replay is split into two parts below, so you can watch at your own pace.

 

Getting Your Books Ready for the Move
The first half of the webinar focuses on everything you need to do before you move to QuickBooks Online. Leanna covers the critical checklist items that, if skipped, can cause headaches down the line, including condensing data, verifying lists, and understanding exactly what does and doesn't transfer.

 

Completing the Migration & Validating Your Data

Part 2 picks up the moment the migration wizard is launched. Follow along with Samyuktha as she walks through the multiple migration process options and what to do once your data has migrated.

 
 
If you want to watch the webinar replay in full, including the introductions and live Q&A segment, you can register and view on demand here.

 

If you want to watch the webinar replay in full, including the introductions and live Q&A segment, you can register and view on demand here.

 

 

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement