Here's a step-by-step process for migrating from QuickBooks Desktop to QuickBooks Online

Step 1: Prepare Your QuickBooks Desktop File

• Make sure your QuickBooks Desktop version is up to date.

• Verify the company file size (under 750,000 targets) by pressing F2 or Ctrl+1 to check the Product Information window.

• Clean up data if necessary, using the Condense Data utility.

Step 2: Backup Your Data

• Create a backup of your company file in QuickBooks Desktop before starting the migration.

Step 3: Sign Up for QuickBooks Online

• Sign up for QuickBooks Online if you haven’t already. You have 60 days from the account setup date to import your QuickBooks Desktop data.

Step 4: Start the Migration Process

• In QuickBooks Desktop, go to Company > Export Company File to QuickBooks Online.

• Log into your QuickBooks Online account when prompted.

Step 5: Select Your Data for Transfer

• Choose whether to import all data or specific lists and balances.

• Follow the on-screen prompts to confirm your data selection.

Step 6: Review and Complete the Migration

• After the migration, review key reports such as the Trial Balance and Balance Sheet in both QuickBooks Desktop and QuickBooks Online to ensure accuracy.

• Make any necessary adjustments, such as reentering payroll details or sales tax adjustments.

Step 7: Integrate Third-Party Apps

• If you were using QuickBooks Time or other apps with QuickBooks Desktop, make sure to re-integrate them with QuickBooks Online.

For more detailed visuals, refer to the video: QuickBooks Desktop to QuickBooks Online Migration.