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Writer's pictureElena Joy

How to Migrate Your QuickBooks Desktop Mac to OB Online

Are you considering migrating your QuickBooks Desktop for Mac to QuickBooks Online? This blog post will help you learn all the essential details about the migration process. This migration process of moving QuickBooks Desktop Mac to QB Online is quite straightforward. For this, you do not need to start from the first step. You can achieve a successful migration by just moving your QB Desktop for Mac to a QB Online company. The process is heavily dependent on which version or edition you are using and how old it is. Read the complete blog carefully to move your QB data successfully. 

If you need to understand the details mentioned in the blog in depth, call +1(800) 780-3064 immediately. A QuickBooks expert will provide detailed, authentic instructions.


Stepwise Migration Process QB Desktop for Mac to QB Online  

 

There are different steps for different QuickBooks Desktop versions. Check them out:

Note: You must back up your company file to safeguard it from accidental loss if an issue occurs, such as QuickBooks migration failed unexpectedly Mac


When Using QB Desktop Version 2020 & Later 


If you are using QuickBooks Desktop software having 2020 version and later, then follow these steps:

  1. Log in to the QB Desktop as an administrator. 

  2. Click File, then hit the Export button. 

  3. Now, choose the To QuickBooks Online option.(shortcut: you can also hit these keys together- Shift + Command + D)

  4. Select Get Started

  5. Now, choose the Export all your company file data option or Export specific data

  6. Then, decide if you want to migrate inventory or not if you use it. 

  7. Hit Yes, and sign me in if you already have a QB Online account. If you don’t have it, select No, I need to create a new one. Then, create a fresh account. 

  8.  Choose the QB Online company to transfer your data, then hit Continue


After Moving Data to QuickBooks Online 


After you have moved your data to QuickBooks Online software, follow these steps:

  1. After the successful move, you will get a confirmation email.

  2. The confirmation might take as long as 12 hours. Don’t panic if it doesn’t happen immediately. 

  3. Then, get started with your new software version.


When Using QuickBooks Desktop Version 2019 or Older


If you use QuickBooks Desktop 2019 or older version, execute these steps:

  1. For Windows, migrate the QuickBooks Mac file to QB Desktop.

  2. Then, use the online migration tool to transfer your file to the QuickBooks Online software.



After Moving Data to QuickBooks Online 


In QBDT 2019 or older version, follow these steps after you move your data to QB Online:

  1. You will receive a confirmation email after the migration is completed. 

  2. The confirmation can take as long as 24 hours, so don’t worry if that doesn’t happen immediately or soon after. 

  3. Then, learn all the QBO features and utilize them fully. 

 

The blog is helpful to learn about migrating QuickBooks Desktop for Mac to QuickBooks Online. Here you learn how to migrate to QBO if you have differently aged QBDT versions. If you want a comprehensive explanation about any points in the blog, call +1(800) 780-3064 and connect with an IT expert for guidance.

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