Simple Steps for QuickBooks Desktop to QuickBooks Online Migration

Migrate from QuickBooks Desktop to QuickBooks Online in just a few easy steps.

Step 1

Select your QuickBooks Online version.

Choose which version of QuickBooks Online is right for your business.

With four versions of QBO to choose from, you can click on a version below to learn more:

  • Simple start is an entry-level option for single users to get up and running with cloud-based accounting.

  • If migrating from QB Desktop Pro then this version could be a good option. It allows for up to 3 users and brings many of the Desktop Pro features to the convenience of the cloud, allows you to run profitability reports for services and products, track billable hours, connect up to three sales channels. Not suitable for inventory management.

  • In addition to all of the features of Essentials, this version supports up to 5 users, classes and/or locations, inventory management, special price rules, managing budgets and job profitability.

  • In addition to all of the features of Plus, this version supports more than 5 users, KPI’s, 40+ classes and/or locations, 250+ general ledger accounts, automated workflows, extended user permissions, business analytics, batch transactions, dedicated account team, in-depth training on demand, and data restoration.

View our QBO Comparison Chart

Step 2

You have two choices to get the BEST pricing options!

QuickBooks Desktop users can get the best available QuickBooks Online pricing for 12 months. Both monthly and annual subscription plans available.*

Option 1

30% OFF
12 months

Get started now with Simple Start, Essentials, Plus or Advanced:

Buy QuickBooks Online now. Follow one of these links to buy and receive 30% off for 12 months. Choose a monthly or annual plan.

Option 2

50% OFF
12 months

Get a deeper discount for QBO Essentials, Plus, or Advanced:

Allow one business day for your order to be processed. Please have your credit card information, QB Desktop File Name, and QB Desktop License number available to place your order.

Step 3

Simple automated migration!

These short videos can help you choose which DIY method to use to migrate your company files from QuickBooks Desktop to the QuickBooks Online.

Method 1

Migrate using QuickBooks Desktop

QuickBooks Desktop has built in tools to help migrate your data to QuickBooks Online in just a few easy steps. Make sure you have pre-purchased QBO to receive the best available pricing listed above in Step 2.

Method 2

Migrate with Intuit’s free online migration tool

Intuit has built powerful tools to migrate your data from QuickBooks Desktop to QuickBooks Online:

✓ Pro/Premier migration tool

✓ Mac migration tool

Additional resources about using the online tool can be found here.

Step 4

Now that you’ve migrated from QuickBooks Desktop, get familiar with QuickBooks Online!

Access these short and informative tutorials to learn how to get started with QBO and make accounting simple.

Access a complete on-demand FREE training series online.

SBDCs and their clients get 30% off QBO for 12 months*

Choose your plan: Monthly or Annual