---
title: "Migrate from QuickBooks Desktop Pro to QuickBooks Online"
description: "Step-by-step guide to migrate from QuickBooks Desktop Pro to QuickBooks Online. Benefits, data transfer details, FAQs, and expert tips."
tags: QuickBooks, Accounting, Migration, Cloud Accounting
---

# Migrate from QuickBooks Desktop Pro to QuickBooks Online: Complete Guide

As businesses move toward cloud-based accounting, many are choosing to **migrate from QuickBooks Desktop Pro to QuickBooks Online**. Desktop software limits accessibility and collaboration, while QuickBooks Online (QBO) offers real-time access, automatic updates, and improved security.

This guide explains **how to migrate QuickBooks Desktop Pro to QuickBooks Online**, what data transfers, common challenges, and best practices to ensure a smooth transition.

## Why Migrate from QuickBooks Desktop Pro to QuickBooks Online?

Migrating is a strategic upgrade that improves efficiency and scalability.

### Key Benefits of QuickBooks Online

- **Anywhere Access:** Work from any device
- **Automatic Updates:** No manual upgrades
- **Cloud Security:** Encrypted data with backups
- **Multi-User Collaboration:** No hosting required
- **Third-Party Integrations:** Payroll, CRM, inventory apps

> **Expert Insight:**
> Businesses that migrate to QuickBooks Online often experience faster invoicing, easier accountant collaboration, and lower IT costs.

## Which QuickBooks Online Version Should You Choose?

Common options after migration include:

- **Simple Start** – Solo entrepreneurs
- **Essentials** – Service-based teams
- **Plus** – Inventory and project tracking

**Tip:** If you use inventory, choose **QuickBooks Online Plus**.

## Before You Migrate: Preparation Checklist

Proper preparation prevents data issues.

### Pre-Migration Checklist

- ✔ Update QuickBooks Desktop Pro to the latest version
- ✔ Log in as **Admin**
- ✔ Switch to **Single-User Mode**
- ✔ Back up your company file
- ✔ Reconcile bank and credit card accounts
- ✔ Clean inactive customers, vendors, and items

## How to Migrate from QuickBooks Desktop Pro to QuickBooks Online

### Step 1: Open QuickBooks Desktop Pro
Sign in as admin and open your company file.

### Step 2: Start the Export Tool
Go to:
`Company > Export Company File > To QuickBooks Online`

### Step 3: Sign In to QuickBooks Online
Use your existing QBO account or create a new one.

### Step 4: Choose Data to Migrate
Select:
- All historical data, or
- Lists and balances only

### Step 5: Complete the Migration
Your data uploads securely to QuickBooks Online.
⏳ Time depends on file size and internet speed.

## What Data Transfers to QuickBooks Online?

### Data That Migrates

- Chart of accounts
- Customers and vendors
- Products and services
- Invoices, estimates, and bills
- Payments and deposits

### Data That Does Not Migrate

- Payroll history details
- Audit trail
- Sales tax payment history
- Custom reports and templates

**Best Practice:** Export non-migrating data for records and compliance.

## Common Migration Issues and Solutions

### File Size Too Large
➡ Remove inactive lists or condense data

### Inventory Quantity Differences
➡ Adjust inventory after migration

### Payroll Setup Errors
➡ Reconfigure payroll settings in QBO

## Real-World Example

**Scenario:**
A consulting firm using QuickBooks Desktop Pro needed remote access.

**Solution:**
They migrated to **QuickBooks Online Essentials**.

**Results:**
- Faster billing cycles
- Secure remote access
- Improved collaboration with their CPA

## Post-Migration Best Practices

- Reconnect bank and credit card feeds
- Set user roles and permissions
- Customize reports and dashboards
- Integrate apps (PayPal, Stripe, Shopify)
- Review opening balances carefully

## Need Help Migrating?

**Talk to a QuickBooks Migration Expert**
📞 **Call: 866-593-4750**
Avoid data loss, errors, and downtime with expert support.

## FAQs

**Q1. Can I migrate QuickBooks Desktop Pro to QuickBooks Online myself?**
Yes, smaller files can be migrated using the built-in export tool.

**Q2. Will I lose data during migration?**
Most data migrates, but payroll history and audit trails do not.

**Q3. How long does migration take?**
Usually 30 minutes to several hours.

**Q4. Is QuickBooks Online better than Desktop Pro?**
Yes, for businesses needing cloud access, automation, and scalability.

**Q5. What if my migration fails?**
Errors can often be fixed manually or with professional support.

## Conclusion

If you want flexibility, security, and real-time access, it’s time to **migrate from QuickBooks Desktop Pro to QuickBooks Online**. With proper preparation and expert guidance, the transition can be smooth and highly beneficial.

📞 **Call 866-593-4750** to get started with a secure, expert-led migration.