If you are using a QuickBooks for Windows version that is earlier than 2009, you can still open your file in QuickBooks for Mac. It’ll just be a couple of steps more. Before you start, be sure that you’re familiar with what data is converted from QuickBooks for Windows to QuickBooks for Mac. Note: If you don’t have access to QuickBooks.

Moving your QuickBooks Desktop for Mac file to QuickBooks Online? Here's a step-by-step guide to help you get it done.

If you are using QuickBooks for Windows, refer instead to. Step 1: Review some critical information before you start converting your file • If you are using a QuickBooks for Mac version older than 2016, download and install, before converting to QuickBooks Online. • You must be logged in as the Administrator in both your QuickBooks Desktop for Mac company file and your QuickBooks Online account. • You can only convert your QuickBooks Desktop data within the first 60 days of your QuickBooks Online company start date. When you convert, your Desktop file will replace your Online file and overwrite any existing information.

• Do not convert your file if you've already turned on Payroll in QuickBooks Online. • Your QuickBooks file must be under 350,000 targets (file size does not matter). If you're over the target limit, you'll only be given the option to import your lists and/or balances.

• Inventory can only be imported from QuickBooks Desktop for Windows. If you want to import your inventory, save your company file as a QuickBooks Desktop for Windows file, open it on a Windows computer, then import using the latest version of QuickBooks for Windows. • There are some information that. • If you receive any errors while importing, you can. Step 2: Export your QuickBooks Desktop Mac file • Open your QuickBooks Desktop for Mac company file.

• Go to File > Export to QuickBooks Online. Don’t’ see the option to export? If you don’t have the option and you’re using QuickBooks Desktop for Mac 2016 or later,. Step 3: Connect to QuickBooks Online to import your data • Sign in to your existing QuickBooks Online account using your user ID and password. Note: Creating new account is not recommended during import. Having trouble making a copy of your file?

If at this point, you encounter an error or are having issues making a copy of the company file,. • Select OK, got it. You’ll receive an email confirmation once the import is done. Note that it can take up to 24 hours.

You can use data export to move your QuickBooks Online (QBO) information to another version of QuickBooks. Important: Exporting your data does not cancel your QuickBooks Online paid subscription. If you would like to cancel your account, please see. Moving your file within QuickBooks Online?

Currently, there's no way to directly move your data from one QuickBooks Online company file to another. You need to export the file to Desktop ( or ) and then convert the Desktop file to QuickBooks Online ( or ). Before you export: Reminder: The steps provided within this section are intended to ensure that both Internet Explorer and QuickBooks are properly set up to allow a successful import.

Do NOT skip any of these steps to ensure successful conversion. Requirements for export: • Currently, exporting into QuickBooks Desktop is only available in the US version of QuickBooks Online. For non-US versions, you can export list items such as customers, vendors, products and services, chart of accounts into Excel then import them into Desktop. • You must be a Master Administrator, Company Administrator, or invited accountant in order to use the export feature. • You need to use a PC with Internet Explorer 10 or higher.

• You must have a supported version of QuickBooks Desktop for Windows installed on the PC in which you are performing the export. For access to trial versions of the desktop program, for the purposes of export, see. • We do not support the 64-bit version of IE. If you attempt to export using this browser, you'll receive a communication error and won't be able to continue. • ActiveX is required to export from QBO.