Hi Hector - your tutorials are super helpful. As a new QBO Pro Advisor, I am confused as to the timing of adding a new customer that I am converting from QBDT into QBO under my QBO Accountant realm. Also, the discounts are confusing... What is the order of steps to get from QBDT into my QBOA client list and provide the best discount? Thanks!
Hi Hector. CTRL+B+Q does not work. When I transfered my data first time there was an option under the company section like "Export your company file to QuickBooks Online" but now this option has disappeared. How can I immigrate my data second time? Could you please help...
Hi Hector - Very nice and informative videos. I have 1 or 2 files ( pdf or jepg ) attached to each transactions in QB desktop. Will these attachments files transfer to QB online and will it accessible just like how I use in QB desktop?
Hector you are so helpful! Thank you for your tutorials! I have run into a problem! my Target size is 401 959. Do I need to use a third party to condense my company QBO file first? I've heard that sometimes your data gets damaged so that scares me. Do you do that sort of thing?
Need help with migrating data.. How do I migrate data from 2003 Us version to 2016 Us version. Tried backing up and restoring data but got error at 46% while updating the data to 2016 version.
Hi Hector, your videos are amazing. Ty so much! I have several questions that I wonder if you can assist? 1) My company has 2 arms (both a C3 and a C4) for which we currently have 2 QB Desktop files that we want to convert to QBO. However, we use one company email address for both companies. In other words, we don't have separate email addresses for each company as they all fall under one parent heading. Will we be able to convert the two files using the one email address? I ask because I am trying to think through how QB will know which company to convert if we do that. Or do we need to create/setup separate email addresses for each company? 2) Is there a way to convert some but not all of the data from QB Desktop to QBO? We only want to go back to a certain year vs the inception of the QB Desktop file - is there some way to initiate that during the conversion? 3) We all have a lot of vendors and customers set up years ago in the QB Desktop file that are not used currently and we would prefer not to carry over to QBO. Is there a way to do that? If we inactivate those vendors will they not convert over? 4) Lastly, do you have any videos on how to set up QBO if we purchased the software from Techsoup? Thank you!!!!
@@HectorGarciaCPA Yes, thank you so much for your reply. Re: of the NFP designation - is there any way to setup two companies using the same email address or do we have to use two different emails? Another example, two llcs under one parent company? Do I have to have a separate email for each LLC to set the companies up in QBs online or can I use the same email, if that further helps explain.
Hi Hector, Do you have a video how to upload manually from excel files, the third method you talk about, because apart from US/UK we Asian countries don't have the option 1 migration
Hey Hector, after clicking on "Get Started", the screen goes blank. Any suggestions on how I can convert my data? I do not have the option of "Export data to QuickBooks Online" under the company tab.
Hector, Noah here. Wow great video man. Thanks. I have a service business and am wanting to convert QB to Online, as you show in this video. Question#1: In our expense accounting, I use the Class function to allocate a unique Class name to each service vehicle. This allows us to track fuel and repair expenses per vehicle. If I subscribe to QBO Essentials plan, I understand it doesn't include Class. Would I be able to find a similar function in QBO Essentials, (such as Tags??), and have my office manager tag the expenses per vehicle, instead of using the Class function? I am wondering, because I would like to use the Essentials instead of the Plus, to save $30/mo. Question #2: If I use Essentials, would I be able to have 3 of my office staff log in, and ALSO have a local CPA log in? If it's much better to go Plus for these two reasons, I definitely will... Thanks
You need to do Plus, so you can do classes at the line item level. Tags cannot go that granular. If you go from Desktop to Online, I can get you a 50% discount in it, so after a year if you want to go back to essentials you can
Is it possible to transfer information from an online version to desktop? If so, how complicated is it, and do you risk the loss of data not being transferred?
You stressed that once the conversion is done it’s a one time. I made the conversion a few weeks back but the numbers were no right so I called back recently QBD had me to convert again and know the numbers are really off. I’ve been using QBD for 20 years and I’m not sure what my options are now? Can I like create a new company and convert again? Help please!
Thank you for this video. I am the treasurer for a church-a non-profit organization. We are using QB Desktop~have been using it for several years. It has been suggested to go to QBO. I would like to know your opinion on this. We are a medium size church. Thank you!
Also a Church Treasurer - QBO was the answer for us especially during COVID when none of us are working from a central office anymore. We use another software (Breeze) for our Donation details and more.
Hector you stated that you would provide a link to a QB article that outlines all the things you would lose in the convention in the description below. I don't see that article. Can you help. Thanks!
Converting to online in June next month. The desktop has like 20 years of data. Is there a way to condense or just save 3 years of data before conversion?
My client import data from QB desktop to QB online. The deposits are still appearing in Sales tab. These are reconciled already. How do I clear these from the Sales Tab? It is appearing as overdue.
Hello,On my quick books desktop on reaching on select destination,I get an error saying "You’ll need to update your software to access your Intuit Account here". Please help
Hi, Garcia hope you are well there is a problem i am facing regarding data migration from QBD to QBO, i have purchased subscription QBO Plus in middle east (Country: bahrain) i have migrated data to QBO but this data is not available for other four users(as you know this plus subscription support 05 users) except Master Admin through which data was migrated, could you guide me why this is so. and version convert into QBO Advance trial when data is migrated in spite of that only QBO plus subscription was available in that region. Please help me to resolve this issue. Thanks
I started the migration from desktop to online on Wed. 5/18 and today is 5/22 and it still isn't finishing the move, what do I do? Can't get customer support on the week end? Can you give me any help?
Hi Hector, QB has been telling me I should upgrade to Enterprise , which I find to be very expensive for what I use it for. I have a two user desktop license, I have 3 companies. I’ve used QB for YEARS, but I don’t use everything I should. I do payroll, reconciliations, invoicing, estimates and bill pay. I think I would like to switch to online but my CPA doesn’t like the online version. Suggestions please?
Nothing that you mentioned specifically tells me that you need Enterprise or not. Are the files really large? With a lot of items/name? Do you manage inventory? If the answer is NO to all those then QB online might work, but you will pay PER company file; so the cost could be close to Enterprise
@@HectorGarciaCPA Thanks, I do not use inventory, but I do have 2 users and 3 companies. On my product info page. Under List Info I have Total Names: 7,810 Under File info File size 235248k Total targets 246706 So maybe OnLine isn’t the best option
Any idea why I can't convert my desktop QB to the online version? I cannot update because it isQB 2018 and the support and online backup is discontinued. The program is also on our server. Would either of these things prohibit the data from transferring?
I followed this step by step and ended up creating a new company when I already have an existing company. ( does anyone know how I can fix this?? it automatically subscribed me for the free trial for Advanced plus and this is not what I wanted to do! Has anyone else had this issue??? that can help me
hi Hector, why when i want to transfer data it always have a message saying that i need to update the version of desk top , so i update it and still dont let me transfer data, can you help me with that? thanks man.
sir, can you please help me to get out from this situation. I am using single user QB desktop edition but how I can sync the QB with another computer. like, i have one computer in Canada and other one in India. i want whatever entries i will make in India it will reflect to another desktop automatically. pls help me . thanks
Thank you Hector!, great video. I transferred it but the BS and P&L only look right in QBO if I select ACCRUAL basis, my company is CASH. I changed the company settings but it did not help. Any idea why?
So the solution is to always run ACCRUAL basis reports in QBO even though the business accounting method is CASH? I love your videos Hector, you are the best!!!
![โรงเรียนห้ามรัก โดนจับได้ตาย...!! [เอิร์นไดเม่]](http://i.ytimg.com/vi/4u02Sbr556Q/mqdefault.jpg)
The discount is now 30% for 12 months. Unfortunately the 50% ended October 2021
Hector, I love the way you explain everything and how easily you make things. Thank you
Hector is my man! How I wish all video tutorials were up to date and current.
Yes that’s hard.
Hi Hector - your tutorials are super helpful. As a new QBO Pro Advisor, I am confused as to the timing of adding a new customer that I am converting from QBDT into QBO under my QBO Accountant realm. Also, the discounts are confusing... What is the order of steps to get from QBDT into my QBOA client list and provide the best discount? Thanks!
Hi Hector. CTRL+B+Q does not work. When I transfered my data first time there was an option under the company section like "Export your company file to QuickBooks Online" but now this option has disappeared. How can I immigrate my data second time? Could you please help...
This video was so helpful. You made this process so much easier
You welcome
Hi Hector - Very nice and informative videos. I have 1 or 2 files ( pdf or jepg ) attached to each transactions in QB desktop. Will these attachments files transfer to QB online and will it accessible just like how I use in QB desktop?
Hector Garcia is the man!
Thanks Hector very helpful!
Excellent video, Hector. Is there a difference between importing from Enterprise into QBO; or is Desktop the same as Enterprise? Thanks!
Enterprise is one the “Desktop” versions
@@HectorGarciaCPA thanks!
Thank you Hector! Why do you initiate the conversion from QBD rather than clicking "Bring in your data" in QBO? Faster? More reliable?
It’s faster...
Hector you are so helpful! Thank you for your tutorials! I have run into a problem! my Target size is 401 959. Do I need to use a third party to condense my company QBO file first? I've heard that sometimes your data gets damaged so that scares me. Do you do that sort of thing?
I don’t do it, I recommend people to use QBORNOTQB.COM
Do you recommend designating your client as the primary admin?
If they are going to pay for it, yes
@@HectorGarciaCPA thanks! In my opinion, QB does not do a great job explaining what ‘primary admin’ means.
Hello where is the link you talked about for what you loose or what transaction dont convert?
Need help with migrating data.. How do I migrate data from 2003 Us version to 2016 Us version. Tried backing up and restoring data but got error at 46% while updating the data to 2016 version.
Hi Hector, your videos are amazing. Ty so much! I have several questions that I wonder if you can assist?
1) My company has 2 arms (both a C3 and a C4) for which we currently have 2 QB Desktop files that we want to convert to QBO. However, we use one company email address for both companies. In other words, we don't have separate email addresses for each company as they all fall under one parent heading. Will we be able to convert the two files using the one email address? I ask because I am trying to think through how QB will know which company to convert if we do that. Or do we need to create/setup separate email addresses for each company?
2) Is there a way to convert some but not all of the data from QB Desktop to QBO? We only want to go back to a certain year vs the inception of the QB Desktop file - is there some way to initiate that during the conversion?
3) We all have a lot of vendors and customers set up years ago in the QB Desktop file that are not used currently and we would prefer not to carry over to QBO. Is there a way to do that? If we inactivate those vendors will they not convert over?
4) Lastly, do you have any videos on how to set up QBO if we purchased the software from Techsoup?
Thank you!!!!
Hi, we dont specialize in Non-Profits
@@HectorGarciaCPA Yes, thank you so much for your reply. Re: of the NFP designation - is there any way to setup two companies using the same email address or do we have to use two different emails? Another example, two llcs under one parent company? Do I have to have a separate email for each LLC to set the companies up in QBs online or can I use the same email, if that further helps explain.
Hi Hector, Do you have a video how to upload manually from excel files, the third method you talk about, because apart from US/UK we Asian countries don't have the option 1 migration
Hey Hector, after clicking on "Get Started", the screen goes blank. Any suggestions on how I can convert my data? I do not have the option of "Export data to QuickBooks Online" under the company tab.
Well done, informative video! Thank you!
Great Video Hector!
Hector, my QBDT has payroll, is there a video on how to convert the payroll?
I dont have one
Hector, Noah here. Wow great video man. Thanks.
I have a service business and am wanting to convert QB to Online, as you show in this video.
Question#1: In our expense accounting, I use the Class function to allocate a unique Class name to each service vehicle. This allows us to track fuel and repair expenses per vehicle. If I subscribe to QBO Essentials plan, I understand it doesn't include Class. Would I be able to find a similar function in QBO Essentials, (such as Tags??), and have my office manager tag the expenses per vehicle, instead of using the Class function? I am wondering, because I would like to use the Essentials instead of the Plus, to save $30/mo.
Question #2: If I use Essentials, would I be able to have 3 of my office staff log in, and ALSO have a local CPA log in?
If it's much better to go Plus for these two reasons, I definitely will...
Thanks
You need to do Plus, so you can do classes at the line item level. Tags cannot go that granular. If you go from Desktop to Online, I can get you a 50% discount in it, so after a year if you want to go back to essentials you can
Hi Hector our target limit number is over the suggested number. I know you mention that we might need special help, can you suggest someone?
Is it possible to transfer information from an online version to desktop? If so, how complicated is it, and do you risk the loss of data not being transferred?
Some data does bit transfer for sure. It is possible to do a download, yes.
You stressed that once the conversion is done it’s a one time. I made the conversion a few weeks back but the numbers were no right so I called back recently QBD had me to convert again and know the numbers are really off. I’ve been using QBD for 20 years and I’m not sure what my options are now? Can I like create a new company and convert again? Help please!
Yes you can convert again in a new company
What's the difference between QBO plus (US) and QBO plus Global???
Great tutorial, however NONE of the data transferred using this method. I followed step-by-step 3 times. Do you have another idea?
Contact tech support.. it’s supposed to work
Hi Hector, does the assigned “class” on individual transactions move over?
Line item classes only
Thank you for this video. I am the treasurer for a church-a non-profit organization. We are using QB Desktop~have been using it for several years. It has been suggested to go to QBO. I would like to know your opinion on this. We are a medium size church. Thank you!
Nope.. stay in desktop
@@HectorGarciaCPA Can you give me the reason for this? I will have to explain it to my team. Thank you.
@@nancysale188 it’s better
Also a Church Treasurer - QBO was the answer for us especially during COVID when none of us are working from a central office anymore. We use another software (Breeze) for our Donation details and more.
Hector you stated that you would provide a link to a QB article that outlines all the things you would lose in the convention in the description below. I don't see that article. Can you help.
Thanks!
quickbooks.intuit.com/learn-support/en-us/update-products/move-your-quickbooks-desktop-file-to-quickbooks-online/00/186520
Converting to online in June next month. The desktop has like 20 years of data. Is there a way to condense or just save 3 years of data before conversion?
Yes.. I have a video explaining the condense process
I also am still looking for the video on conversion Method #2 that Hector mentioned.
Has not been done yet
My client import data from QB desktop to QB online. The deposits are still appearing in Sales tab. These are reconciled already. How do I clear these from the Sales Tab? It is appearing as overdue.
Cant
Do you have a video on your Method 2 conversion?
Not yet
Hello,On my quick books desktop on reaching on select destination,I get an error saying "You’ll need to update your software to access your Intuit Account here". Please help
Same to me any help please
I have a client that already converted from desktop to QBO and really does not like it and now wants to switch back to desktop - is that possible?
Yes it’s possible
Hi, Garcia hope you are well
there is a problem i am facing regarding data migration from QBD to QBO, i have purchased subscription QBO Plus in middle east (Country: bahrain) i have migrated data to QBO but this data is not available for other four users(as you know this plus subscription support 05 users) except Master Admin through which data was migrated, could you guide me why this is so. and version convert into QBO Advance trial when data is migrated in spite of that only QBO plus subscription was available in that region. Please help me to resolve this issue. Thanks
Advanced is only available in the US
I started the migration from desktop to online on Wed. 5/18 and today is 5/22 and it still isn't finishing the move, what do I do? Can't get customer support on the week end? Can you give me any help?
I cant help… only support could
Hi Hector, QB has been telling me I should upgrade to Enterprise , which I find to be very expensive for what I use it for. I have a two user desktop license, I have 3 companies. I’ve used QB for YEARS, but I don’t use everything I should. I do payroll, reconciliations, invoicing, estimates and bill pay. I think I would like to switch to online but my CPA doesn’t like the online version. Suggestions please?
Nothing that you mentioned specifically tells me that you need Enterprise or not. Are the files really large? With a lot of items/name? Do you manage inventory?
If the answer is NO to all those then QB online might work, but you will pay PER company file; so the cost could be close to Enterprise
@@HectorGarciaCPA Thanks, I do not use inventory, but I do have 2 users and 3 companies. On my product info page. Under List Info I have Total Names: 7,810
Under File info
File size 235248k
Total targets 246706
So maybe OnLine isn’t the best option
I like enterprise for inventory business, period
@@HectorGarciaCPA in QB Enterprise can you have multiple companies? or is it close cost wise?
@@dons1643 in any Desktop version: Pro/Premier/enterprise; you can have unlimited company files.... with Online, you will pay PER subscription
Can you recommend service to convert my an desktop to an on line. How much in ball part?
We do not have inventory only 50 customers and 30 venders
Should be done for free by Intuit
Any idea why I can't convert my desktop QB to the online version? I cannot update because it isQB 2018 and the support and online backup is discontinued. The program is also on our server. Would either of these things prohibit the data from transferring?
Good question.. i havent tried it
Did you ever figure it out, have same problem
I followed this step by step and ended up creating a new company when I already have an existing company. ( does anyone know how I can fix this?? it automatically subscribed me for the free trial for Advanced plus and this is not what I wanted to do! Has anyone else had this issue??? that can help me
hi Hector, why when i want to transfer data it always have a message saying that i need to update the version of desk top , so i update it and still dont let me transfer data, can you help me with that? thanks man.
You need to do the update and restart.
If it doesn’t work, contact support
sir, can you please help me to get out from this situation. I am using single user QB desktop edition but how I can sync the QB with another computer. like, i have one computer in Canada and other one in India. i want whatever entries i will make in India it will reflect to another desktop automatically. pls help me . thanks
Look at an app called QBOX
@@HectorGarciaCPA thanks sir
Thank you Hector!, great video.
I transferred it but the BS and P&L only look right in QBO if I select ACCRUAL basis, my company is CASH. I changed the company settings but it did not help.
Any idea why?
BecAuse QBdesktop and Online calculate cash differently
So the solution is to always run ACCRUAL basis reports in QBO even though the business accounting method is CASH?
I love your videos Hector, you are the best!!!
@@AAli-kg4uz yes
why when you import data you will always find something that is not correct
Always happens… the import is imperfect
Oky