Software
How do I migrate from QuickBooks Desktop to QuickBooks Online?
Short answer
Clean up and reconcile the desktop file, use Intuit's built-in migration tool, then review opening balances, open invoices and bills, and reconnect bank feeds. Migrating at a month- or year-end makes checking easier.
Detailed answer
Check migration eligibility
Intuit's migration options depend on the Desktop edition, country, file size and current product support. Some data, workflows or reports may not transfer exactly. Back up the original file and identify critical records, attachments, payroll, inventory and custom reports before deciding on a conversion approach.
Validate the converted file
Compare the trial balance, receivables, payables and tax balances at the cut-off date. Check sample transactions and any opening inventory. Reconnect bank feeds only after checking the start date to avoid duplicates. Keep the original archive and have the accountant approve the opening position before using the new file for filings.
Official sources
Published by Expert Bookkeeping Services · Last updated 2026-11-01. General information only — confirm specifics for your situation with a qualified adviser.
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