How to switch to QuickBooks Online

QuickBooks provides migration tools and support to help make a seamless switch to Online.

Call 800-595-4219 to learn more about free migration assistance and personalized setup.*

Migrate with confidence

Bring your favorite reports

Your favorite reports go online with you for uninterrupted business insights. That includes key custom reports, along with headers, footers, filters, and display settings.**

Move what matters

Move some or all of your data from any Desktop version, including balances, specific lists, and payroll data. QuickBooks Online can import large company files if you need to.

Continued access to Desktop

For 12 months after canceling your QuickBooks Desktop subscription, you’ll have view-only access to your old data using Desktop.**

Keep paying employees on time

Add Payroll to seamlessly move your bank and employee info, including direct deposit limits and split payment accounts, to QuickBooks Online.** Run payroll and schedule direct deposits without interruption.

Make the switch today

Whether you want to do it yourself or want personalized help, making the move won't slow you down.

Data migration done for you

We’ll move your QuickBooks Desktop data to QuickBooks Online for you for free.* Our expert accountants will migrate your accounting, payroll, payments, and time tracking data from QuickBooks Desktop to QuickBooks Online.

To learn more, call 800-595-4219.

Man providing migration support to a QuickBooks Online customer

Free personalized setup

Once your data is online, hop on a 1-hour personalized setup call.* We’ll review your migration, show you around QuickBooks Online, and make sure you can tackle your everyday tasks.

To sign up for a free personalized setup of QuickBooks Online, call 800-595-4219.

Laptop with the QuickBooks Online app on screen

NEW

Work how you want to

Get a view that's similar to QuickBooks Desktop with the QuickBooks Online app.** Stay signed in and flip between tabs and windows just like you would on QuickBooks Desktop.

Want to migrate your own data?

We’ve prepared a detailed guide on how to make a copy of your data and import it to QuickBooks Online. If you don't have access to QuickBooks Desktop or it's out of date, don’t worry. You can import your data to QuickBooks Online with this online tool.

Learn more

Frequently asked questions about moving to QuickBooks Online

Why should I switch to QuickBooks Online?

Can you switch from QuickBooks Desktop to QuickBooks Online easily?

How do I migrate from QuickBooks Desktop to QuickBooks Online?

You have options when migrating your data from QuickBooks Desktop to QuickBooks Online. You can do it yourself and take advantage of our step-by-step guides and demos. When you migrate your data, you can choose to migrate whatever matters most. Move some or all of your QuickBooks Desktop data, including transactions within a date range, balances, and specific lists.

Or, if you prefer, we can help you with migration. We offer expert migration assistance and free phone and chat support, as well as expert-led webinars and easy-to-use guides with no additional cost.*

Can you import QuickBooks Desktop to QuickBooks Online?

Yes. There are a few different ways to import your data from QuickBooks Desktop to QuickBooks Online. You can do it yourself and take advantage of our step-by-step guides and demos. Or, we offer expert migration assistance and free phone and chat support.** We also offer expert-led webinars, easy-to-use guides with no additional cost. Learn more about migrating, including our assisted migration and personalized setup of QuickBooks Online.

How do I import my Desktop Payroll data into QuickBooks Online Payroll?

We’re here when you need us

Talk to sales

Give us a call if you need help picking a QuickBooks product.

Call 1-800-595-4219 Mon-Fri, 5 AM to 6 PM PT Sat, 7 AM to 4 PM PT

Visit our support hub

Find help articles, video tutorials, and connect with other businesses in our online community.

See resources

Get free migration help and a personalized setup session when you move to QuickBooks Online.*

Call 1-800-595-4219

Important offers, pricing details and disclaimers

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

Offer terms*

Free assisted migration and personalized setup from QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”) to QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QuickBooks Online”), or QuickBooks Desktop Payroll, Payments, or Time to QuickBooks Online Payroll, Payments, or Time is available to customers who sign up for assisted migration or personalized setup to QuickBooks Online or until January 17, 2024 and is subject to capacity. Customers must initiate a migration meeting by January 31, 2024. The assisted migration offer is eligible to Desktop customers that are migrating their data and setting up QuickBooks Online. The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online. Personalized setup is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Assisted migration results may vary based on business complexity and file size. Terms and conditions, features, support, pricing, and service options are subject to change without notice.

QuickBooks Online Features**

QuickBooks Online Mobile / anytime anywhere access: QuickBooks Online requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.

Move custom reports: Migrated custom reports will include custom headers, footers, filters, font/numbers and display settings for the top 20 most used custom reports. Desktop filters which are not compatible with QuickBooks Online, including custom fields, will not be available.

Continued access to Desktop: QuickBooks Desktop users with expired subscriptions can carry out read operations ( viewing / printing / downloading data) on their QuickBooks company file but not write operations ( creating / updating / deleting data). Subscription clients in QuickBooks Desktop 2023 (R1) or older versions will need to update to the latest 2023 (R3) version before their subscription expires.

Collaborate with your accountant: You can connect up to the following for each product: 1 billable user and 2 accounting firms for QuickBooks Online Simple Start, 3 billable users and 2 accounting firms for QuickBooks Online Essentials, 5 billable users and 2 accounting firms for QuickBooks Online Plus, 25 billable users and 3 accounting firms for QuickBooks Online Advanced. Accounting firms must connect using QuickBooks Online Accountant.

QuickBooks online services: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees.

QuickBooks Online app: The QuickBooks Online app for Windows and Mac (“app”) requires a Windows PC or Mac computer with a supported browser (see System Requirements for a list of supported browsers) and an Internet connection (high-speed recommended). The app is available for QuickBooks Desktop migrators with an active QuickBooks Online Simple Start, Essentials, Plus or Advanced subscription. Multiple company tabs allow for simultaneous sign in across multiple company files. Access to each company file sold separately. Terms and conditions, features, support, and services options subject to change without notice.

QuickBooks Online Technical Support: Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change hours without notice. For hours of support and how to contact support, visit: https://quickbooks.intuit.com/learn-support/en-us.

QuickBooks Online Payroll Features**

QuickBooks Online Payroll: Requires a separate QuickBooks Online Payroll subscription. Additional fees will apply. Learn more about QuickBooks Online Payroll at https://quickbooks.intuit.com/payroll/.

For U.S. Payroll & Contractor Payments: Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services, subject to eligibility criteria, credit and application approval. For more information about Intuit Payments Inc.'s money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

Expert setup: Available to QuickBooks Online Payroll Elite users only.

Product information**

QuickBooks Online system requirements: QuickBooks Online requires a persistent internet connection (a high-speed connection is recommended) and computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements) and an Internet connection. Network fees may apply.

QuickBooks Online mobile apps: The QuickBooks Online mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.

QuickBooks Online usage limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. Simple Start, Essentials and Plus allow up to 250 accounts. QuickBooks Online Advanced includes unlimited Tracked Classes and Locations. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations. Tracked Classes and Locations are not available in Simple Start and Essentials.

Cancellation policy: There’s no contract or commitment. You’re free to switch plans or cancel any time.

Terms, conditions, pricing, special features, and service and support options subject to change without notice.