The date of birth, gender, Social Security Number, Direct deposit account numbers, Bank names, and Routing numbers will convert.įor your payroll items, transactions and payroll accounts convert.
Try to check the employee addresses especially from PR, AS, VI (unsupported states). If not, you'll have to enter past year-to-date payroll info for each employee. QBO imports the current year's paycheck information as lump sums. Those paychecks from QBDT will transfer as regular checks. When you move to QuickBooks Online (QBO) from QuickBooks Desktop (QBDT), some payroll info doesn’t transfer because QBDT has more payroll features. I can share some information about what information will transfer or not when converting from QuickBooks Desktop (QBDT) to If you have any other questions or have any issues please let me know. Then you're good to go! Please make sure to view the import limitations, to make sure everything looks ok. Enter "Agree" in the text field, then select Replace.
Select the Choose online company dropdown, then choose the QuickBooks Online company you want to be replaced by your company file.Select No if you want to set up new items later in QuickBooks Online.Select Yes to bring them over, then specify the as of date.
On the export window, select Start your export. On your keyboard, press Ctrl-1 to open the Product Information window. Log in as Admin to the company file you want to import. All you have to do is follow the steps below: While you may not see the, Export Company File option in there, I can still help. Sounds like you may be using QuickBooks Desktop Enterprise. Thanks for reaching out to the QuickBooks Community. Use the Reply button below if you have any other questions for me, I'll be here. That's it! I recommend checking out the import limitations so that you can make sure everything is in order before starting the export. Select Yes, go ahead and replace the data, then select Replace. Enter “Agree” in the text field, then select Replace. 
In the Choose online company▼ dropdown, pick the QuickBooks Online company you want to be replaced by your company file. Note: Only QuickBooks Online Plus and Advanced can track inventory. Select No if you want to set up new items later in QuickBooks Online. Choose Yes to bring them over, then specify the as of date. If you track inventory in QuickBooks Desktop:. Sign in as an admin to your QuickBooks Online company. Go to the Company menu, then Export Company File to QuickBooks Online. Log in as an admin to the company file you need to import. Check if your company file isn’t too big to export.
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