Guest
Guest
Jul 10, 2025
1:04 AM
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Planning a step?by?step transition from QuickBooks Desktop to QuickBooks Online (QBO)? This guide breaks down each critical stage of the process for a clean and smooth migration.
Step 1: Prep Your QB Desktop File
Make sure you're using the latest Desktop version, then clean up data: reconcile accounts, run the integrity check (File ? Utilities ? Verify Data), remove unused items and custom fields, and create a backup.
Step 2: Verify Eligibility
Only certain U.S. Desktop versions support direct migration, and there are company size limits. Confirm via QuickBooks’ migration page.
Step 3: Export via Migration Tool
In QBO, click Settings ? Import Data ? QuickBooks Desktop, then upload the .QBB file. Choose data to include: chart of accounts, customers, vendors, etc.
Step 4: Post-Migration Review
After migration, reconcile ending balances, review accounts receivable/payable, recheck transaction lists, and confirm payroll history if applicable.
Step 5: Customize Within QBO
Use Jet Reports or Fathom for advanced reporting that Desktop had. Set user permissions, connect to apps for payment, time tracking, inventory, etc.
Step 6: Training and Documentation
Train your staff on the QBO workflow. Document access steps (browser vs desktop app).
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