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Enquiries to Intuit regarding migrating clients to Quickbooks Online have resulted in being told they can not do it at the present time and no time line is being given for when they will be able to assist. The previous arrangement they had with Odyssey is apparently over in anticipation of Intuit doing it themselves. Only they have failed utterly to deliver. Howq am i supposed to transition my 3 largest clients from Reckon to Quickbooks a i have promised as at July 1st 2020? Does anyone know any more about when they will be reay or alternate methods of achiveing the migration? These are large clients with large Reckon files up to 600gb+
Hello there, Sambar281764.
Before we can convert from Reckon to QuickBooks Online, you'll have to get in touch with our Phone Support team. If an agent will advise you to continue the process, you'll be asked to send an email to Odyssey. From there, we'll have to check and support you with the conversion.
Just a heads up, Odyssey no longer assists free conversions to QuickBooks Online.
Then, here's how you can contact us:
Feel free to take a look at this article for more information about the conversion: Conversion to QuickBooks Online.
You can always count on me if you need help. Stay safe!
I have Quicken 2012 and looking for options to move online. It seems to me that it shouldn't be that hard but from what I can tell it is. So I understand
1. I somehow get Quicken 2014, import in my QDF and then export out CSV, from here I can import into Quickbooks online. How do I get Quicken 2014, pay for it? $200+
2. Use a paid service?
3. Go with Reckon Online, they do it for free, but I'm not keen on handing over my data!
I would have thought that Intuit would provide a free reader (heck they have the source code!). They can just create a small utility and provide for free for anyone who wants to come online. This would make business sense to me as more users will come across with confidence that they did the conversion themselves? What do you think?
I 100% agree and i'm an accountant who wanted to switch 20 + clients from Reckon Hosted to Quickbooks Online. Should be easy but ended up having to pay a fee to Quickbooks preferred provider. Conversion was poor, staff member has spent over a week trying to reconcile the bank and enter about 30 missing entries. Was told wages cant be transferred but i managed it Myself using an excel spreadsheet without too much difficulty and could repreat the process in a fraction of the time now i know the steps. Its extremely poor the way Quickbooks shunts things they dont want to do themselves. Even their employee - wages module is pretty much unsuported and cant handle class tracking which is very important to most of my clients. I love Quickbooks Online for its accessability and its ease of use and ability to integrate with other apps etc. I hate the support and wages modules and the conversion process. They are all extremely poor
Hi Sambar281764,
Thank you so much for raising this with us and sorry to hear about your experience.
I have forwarded your feedback to our relevant team so we can continue on improving our product and service for you.
PS. You can also send your feedback and product suggestion by going to the Gear Icon in QuickBooks then select Feedback. We have a product release every month and most of the enhancements come from the customer's feedback.
Thank you and please let us know if you require any additional assistance.
Open a new blank QBO account
https://quickbooks.grsm.io/Australia
then you may have 2 options:
1. Prepare the data in XLS/CSV format and utilize an importer tool
https://transactionpro.grsm.io/qbo
2. Purchase a 3rd party conversion service.
Contact us in private.
Afaik, Intuit only provides a Quicken converter for US version.
Option 1. is no good for me. I have Quicken 2012 and it supports QDF where it has NO ability to export out XLS or CSV.
Option 2. I do not wish to use a 3rd party service, primary concern is security of data. I frankly I shouldn't have to pay for it if Intuit wants new business they provide the importer. Why is is available in US and not here?
Business 101. Reduce barrier to adoption = Increase sales and customer satisfaction
This is exactly what i did, and as mentioned, the conversion wasnt a complete success and has cost the client 3 times more for the conversion to fix the issues!! The other major issue is that the client is without their program for a minimum of a week and must either not enter data or be prepared to enter everything twice in the waiting period. Neither is acceptable and is subject to someone elses timing. We should be able to do it ourselves at a date and time that suits the businesses.
As someone ele mentioned, Quickbooks wants the customers so provide the solution. As an accounting firm with 100's of clients wanting to shift to Quickbooks from Reckon Hosted, we get no better answers or support than anyone else.
@Sambar281764 wrote:This is exactly what i did, and as mentioned, the conversion wasnt a complete success and has cost the client 3 times more for the conversion to fix the issues!! The other major issue is that the client is without their program for a minimum of a week and must either not enter data or be prepared to enter everything twice in the waiting period. Neither is acceptable and is subject to someone elses timing. We should be able to do it ourselves at a date and time that suits the businesses.
Most of the time we would offer the conversion in 2 stages. The first stage was for historical data (i.e 2020 and older) and the second stage was for current data (i.e 2021). We wouldn't proceed to the second stage without our client's approval. During the second stage, our client had 2 options to post their ongoing transactions after the cut-off date (i.e record them manually in XLS or keep using their current system). Once the second stage is completed, our client may consider to import the additional data by themselves into QBO or purchase another additional service to import it. We always try to limit our client's downtime to access their system.
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