QuickBooks Migration Guide: Moving from Desktop to Online

Created by Debbie Sabin on April 02, 2024


Migrating your accounting software from QuickBooks Desktop to QuickBooks Online can streamline your financial management with cloud-based access and additional features. This guide provides a step-by-step process to ensure a smooth transition.

Pre-Migration Checklist

Step-by-Step Migration Process

Step 1: Prepare QuickBooks Desktop Data

Step 2: Create a QuickBooks Online Account

Step 3: Export Desktop Data to QuickBooks Online

Step 4: Setting Up QuickBooks Online

Step 5: Confirm Successful Migration

Step 6: Familiarize Your Team

Step 7: Optimize QuickBooks Online Features

Finalize the Transition

Post-Migration Support


QuickBooks Online can bring greater flexibility to your business with its accessible and feature-rich platform. Following this migration guide will help ensure your switch from Desktop to Online is successful, keeping your financial operations uninterrupted and more efficient.