Wondering if you should convert from QuickBooks Desktop? You may want to review this Guide to Converting QuickBooks Desktop to QuickBooks Online before your start. Step 1: Review some critical information before converting your file If you are using QuickBooks for Mac, refer instead to Convert QuickBooks Desktop for Mac file to QuickBooks Online. First, make sure your data is clean and ready to be transferred to Quickbooks Online. Moving your file from QuickBooks Desktop to QuickBooks Online? Here's a step-by-step guide to help you get it done.