Welcome to our automated upload portal!

Please read and follow instructions carefully.

Frequently Asked Questions

Instructions

To help our data migrations specialists tie files with respective chapters, associations, or legions, please fill out the form as accurately as possible. If you have additional questions, please click here to view our frequently asked questions.

Step 1) Export your QuickBooks Desktop Portable company file.

Open QuickBooks and export a “Portable Company File” If you are not sure how to export a QuickBooks Portable Company Fille, please click the link below for instructions.

Click Here For Instructions

Step 2) Complete the form on this page.

Please fill out the fields on the form on this page as accurately as possible.

Step 3) Upload your data file

At the bottom of the form just above the submit button, click the “Upload your QuickBooks file” button. Once the popup opens, navigate to where you stored your portable file in Step 1 and select the .qbm file you created.

Step 4) Keep an eye out for your invitation to QuickBooks Online.

IMPORTANT: Please allow up to 5 business days to complete the migration process before using QuickBooks. Any changes made to your QuickBooks Desktop file after your export will not be migrated to your new QuickBooks Online account.

Step 5) Accept the invitation to QuickBooks Online

You will receive an email request from Intuit to accept your invitation to QuickBooks Online.

IMPORTANT: You must accept this invitation within 48 hours of delivery or the invitation will expire.

Upload Your Data File

General Information

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Franchise Information

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Moose Number does not match. Please confirm your unique Moose No.
Moose Number does not match. Please confirm your unique Moose No.

QuickBooks Information

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No Moose Intl. emails allowed, please enter a different email address.
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Upload your QuickBooks file
Must be a .qbm portable file.
Must be a .qbm portable file.
Field is required!
Field is required!

Frequently Asked Questions

Note* This process may change slightly depending on the version of QuickBooks you are using. If you are having trouble exporting your Portable Company File, one of our support agents can help walk you through the process. Click here to schedule time with one of our support agents.

To export your .qbm (QuickBooks Portable Company File) for upload, please follow the steps below:

  1. Open QuickBooks
  2. Click “File” in the upper left corner of your screen
  3. From the file menu, hover over “Send company file
  4. Click “Portable Company File
  5. Click “Browse” from the popup
  6. Choose a location to save your .qbm file
  7. Click “Send” to save your .qbm file

Thas it! If you are still having issues exporting your .qbm file, click in the link below to watch a video tutorial.

Click here to watch a video tutorialNo. Once you export your portable file from QuickBooks Desktop any changes made will not be imported into your new QuickBooks Online database.All data migrations will be processed on a first come first serve basis and will be completed within 1-5 business days depending on the number of data files we receive from your chapter on any given day.

Once completed, you will receive a notification from email@Intuit.com that looks like the screenshot below:

Please schedule time with one of our data migration specialists who will walk you through the process.

You will receive email notifications with additional information regarding next steps.

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