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Convert/Import data from QuickBooks Pro/Premier to QuickBooks Online

This process will show you how to import into QuickBooks Online from QuickBooks Desktop for Windows. This step-by-step visual guide will help you move files over from QuickBooks Pro/Premier into QuickBooks Online.

The process should take less than ten minutes and will move a copy of your QuickBooks data to QuickBooks Online. No changes will be made to your data file.

QuickBooks Online has bank level security which ensures your data is always available and protected.

Detailed instructions

IMPORTANT (Please Read):

  • This link explains how your Pro/Premier data is converted to QuickBooks Online and what is imported as well as what is not:   Limitations of importing into QuickBooks Online.
  • If you are using QuickBooks Accountant Edition, you must first toggle to QuickBooks Premier Edition (General Business) prior to performing the conversion steps. For instructions on how to toggle editions, click here.
  • Sign out of any existing QuickBooks Online accounts.
  • If you use QuickBooks Pro or Premier over a network, move the company file to a local hard drive. (Company files use the .qbw file extension.)
  • Be sure there are no apostrophes in your company file name. For example, if your company file is named Pat’s Successful Business.qbw, rename it to Pats Successful Business.qbw.
  • Transactions entered into QuickBooks Online will not flow to QuickBooks Pro/Premier. To ensure proper data records during the trial period, we recommend recording transactions in both Pro/Premier and QuickBooks Online.

 

KB ID# HOW13953
7/31/2016 2:24:02 AM
QYPPRDQBKSWS07 9132 Pro 2016 beec6b