Get your data from QuickBooks Desktop to QuickBooks Online | QuickBooks Training
ฝัง
- เผยแพร่เมื่อ 30 ก.ค. 2024
- If you're a QuickBooks Desktop customer who is switching to QuickBooks Online, watch this webinar to see how to get your data from QuickBooks Desktop into your new QuickBooks Online company and what to expect after.
Learn more about migrating to QuickBooks Online: intuit.me/3pj5qsp
- Move your data to QuickBooks Online
- Verify your info after the move
- Finish setting up your company in the settings (edited)
0:00 - How to move data to QuickBooks Online intro
1:21 Migrate your QuickBooks Desktop data to QuickBooks Online
8:58 Verify your data transferred correctly
17:45 Start fresh in QuickBooks Online by transferring just list details
32:07 Finish setup - company settings
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I currently run QBDT 2020 and QB POS 19 both on an in-house server. Is there a Quick Books Training video on the migration from this combination to QBOnline? Also is there a Quick Books Training Video on how the credit card terminal is going to interface to QBOnline?
My QBO comes up but I don't seem to have the dashboard on the menu.
When I click "Control BQ OK" I get this error message "For security, Intuit does not support this browser or browser version." I click on the links provided, and I have updated to most recent versions of FireFox and Chrome, and I still get the same error message. No matter what I do I get this error message. What can I do to get my desktop info into QB online?
I have to pay for another desktop version to migrate to online. because i have dekstop version 2012
How to transfer the inventory?
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?
These are all really great questions, Kimberly!
If you have multiple businesses that you're wanting to bring into QuickBooks Online, each business will need it's own QuickBooks Online subscription to be exported into. However, if you'd like, you can start each QuickBooks Online subscription/account, and use the same login information for each account, That way, when you login to QBO, you'll be taken to a screen that asks you which account you'd like to go, and from there you can click on whichever you like, as well as having a 'Switch Company' option within each account.
If you'd prefer to only bring in a certain amount of data into QuickBooks Online, the only way to do so would be to restore an old .QBB back-up of the company back into QB Desktop that ends in the year that you would like.
With that being said, you can actually see a detailed list of what converts over to QBO during the export process, and how, right here: (quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/expect-switch-quickbooks-desktop-quickbooks-online/L0dEyNosU_US_en_US).
For more information about using a QuickBooks Online subscription through TechSoup, you can actually visit TechSoups FAQ page!
I hope this helps!
^Faith
I am a freelance bookkeeper with Desktop Prem 2020. One of my clients wants to have their data on my account/license transferred to their new online account. Do i use the migration tool?
To ensure the data moves over correctly, we recommend following the steps listed here (quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/move-quickbooks-desktop-file-quickbooks-online/L6af3Z0Fb_US_en_US ).
I don't have desktop on this laptop. So I just have a thumb drive to put the information into qb on line
The Admin credentials on our Desktop are unknown, we updated Online admin credentials by submitting company docs to get the Admin changed. How do we change/update the Desktop to match Online?? When in the Company tab to export company info - a message is received that I am not the admin.
Hi, Sonya.
It sounds as though you may have been working through a Master Admin Claim on the account. If you're still having trouble logging in with your credentials, please get in touch with our Technical Support Team using the 'Help(?)' icon > 'Contact Us' within your QB Desktop product, and they can take a look at what's causing the issue and assist you further from there.
^Faith
Good information, but the challenges with manual transfer is entering inventory balances, and the a/r, a/p, and the P&L accs since we also need to show the balance of each customer and vendor, and the quantity of each item.
Wondered if you could tell me if transferring a company to QBO in the middle of the year is discouraged? I'm concerned about the payroll reports (941's) - quarterly info / sales tax reports data etc. We have to make a decision to update by May 31 2024 to Desktop 2024 or QBO. I just have been so worried about all of that mid-year info not being transferred over properly
It's always easier to start fresh at the beginning of the year. However, I understand migrating may occur at different times and can't be helped. QuickBooks has a guide to help you set up payroll after you export. I recommend keeping the Desktop subscription until you get everything set up and ready in your Online account. Here's more info about exporting (quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/move-quickbooks-desktop-file-quickbooks-online/L6af3Z0Fb_US_en_US) and a link to the Payroll Guide is listed under step 3. I also recommend checking out the article for verifying your principal officer and business identity for payroll or payments accounts here: (quickbooks.intuit.com/learn-support/en-us/help-article/accounting-bookkeeping/verify-principal-officer-business-identity-payroll/L82qAb3me_US_en_US). Best of luck. -Karey
Using the keyboard Shortcut F2 ctrl BQ does not work for me. Is there another way?
it is not working for me either. Did you get an answer on this? or figure out how to do it?
thanks for the good information, I have not reconcile for so many years. I just converted from desktop to online. Do I still have hope?
Hy i am expert in data migration
Which version you are using?
Could you please link the article that you refer to at the 16:09 mark?
Hey there! You can find that article here (quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/expect-switch-quickbooks-desktop-quickbooks-online/L0dEyNosU_US_en_US)!
@@quickbooks this link does not work, can you add the correct one?
@@quickbooks this page is no longer available. :(
How do I move my information from desktop to online successfully even when my multicurrency has been turned on?
Hello, Ogechukwu!
You can check out our QuickBooks Communtiy article going over this specific topic right here: quickbooks.intuit.com/learn-support/global/importing-and-exporting-data/how-to-migrate-from-qb-desktop-with-multiple-currencies-turned/00/592491 to help guide you.
^Faith
Hy i am expert in data migration
What if all my information didn't transfer correctly?
Just to confirm, can you tell me what data is missing or inaccurate?
Hy i am expert in data migration
hi, my screen doesn't look like yours.
Hey there. I want to ensure that you can migrate your data without issue. This article has written steps regarding how to migrate this data: quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/move-quickbooks-desktop-file-quickbooks-online/L6af3Z0Fb_US_en_US. Please check out the community if more assistance is needed: quickbooks.intuit.com/learn-support/us-quickbooks-community/misc/03/community-us. Cheers. -Kyle
This nis not working Data - customer info is not transfering etc
Hey there. When migrating from QuickBooks Desktop to the Online version, you may notice some differences in what came over. Information on what moves over and how can be found here: quickbooks.intuit.com/learn-support/en-us/convert-data-files/what-to-expect-when-you-switch-from-quickbooks-desktop-to/00/186758. I hope you find this helpful. -Caitlyn