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Using QuickBooks for Windows? See KB 6012 for your steps
Moving files over from QuickBooks for Mac? We've created this step-by-step guide just for you. If you have an older version than 2012, download a free trial here: QuickBooks for Mac 2014 Trial then follow the steps below once it's installed.
2. Sign in to QuickBooks Online using your User ID and Password, or choose Create a New account if you haven't created one yet
At this point, if you receive an error or are having any other issues making a copy of your company file, please see the help article to Update QuickBooks for Mac - https://support.quickbooks.intuit.com/support/articles/HOW12368.
3. Click OK, got it. We'll send you an email when the import is done with a link to sign in!
Once you have completed the import and are able to sign in to your account in QuickBooks Online, we suggest you create 2 reports in QBO and in QuickBooks Dsktop to ensure that your data was transferred correctly.
• Profit and Loss
• Balance Sheet
In order to compare data accurately, 2 things are vital to verify on your reports:
1. Ensure that you are customizing your date range to include All Dates in both products.
2. Your accounting method must be set to Accrual.
Note: if you generally use cash basis for your accounting, when comparing the two products it's imperative that you use accrual basis.
If you use Payroll:
A few notes about imported payroll information:
To complete your payroll setup: