Converting QuickBooks 2019 Desktop to Online Version
During this QuickBooks 2019 training tutorial video, we will show you how to upload your data transaction from the desktop to the online version.
Well, this section is going to wrap up module two. I wanted to talk to you briefly about how to take your data that you’ve saved in your desktop version of QuickBooks and upload it to the online version if you decide that you’d like to try that for a while.
Let me flip on over and I’ll show you how to upload that data.
This is actually a very simple process. All you have to do is go to File on your menu, come down to Utilities, and then find the option that says Copy Company File for QuickBooks Online.
QuickBooks will need to close all of the open windows before it exports your data. Just go ahead and click OK here and then it brings you up to this window that says Save Exported Company File To.
You can actually choose your company here if you’d like or you can go down and change the file name, but you want to save it as something that you can recognize when you go into the online version.
That way you can pick it from your desktop or wherever you happen to have saved it.
I will tell you one thing, you can take your data from the desktop to the online version and upload it but you can’t go the other way. So just make sure that you know that.
The other thing is don’t use both versions at the same time because you won’t have the same data.
That’s really all there is to this. I’m going to hit Cancel at the bottom and then I’m going to pull up my Home screen and that’s really all we need to do in module two.
What I really want to do now is take some time and go ahead into module three where we’re going to customize the QuickBooks environment. I will see you shortly.
Cindy McGuckin
Cindy McGuckin is an IT trainer with over 20 years of experience. Cindy currently manages the IT Training Department at Trident Technical College, she's a Member of the Association of IT Professionals, Charleston, SC chapter and the Treasurer of the South Carolina Association of Continuing Higher Education. Cindy is a Microsoft Office and QuickBooks expert and her online courses have received hundreds of 5-star reviews. Her no-nonsense approach to teaching complicated topics makes her classes engaging and interesting.
