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userramkrishna257
Level 1

Need help to transfer from desktop to online

 
3 Comments 3
JamesM
QuickBooks Team

Need help to transfer from desktop to online

Hi there, 

 

Congrats on making the decision to move from QuickBooks Desktop to Online. I'd be happy to share more info that will help make the migration process as seamless as possible. 

 

There's a great article from our Community which outlines the entire process of migrating to the cloud version of QuickBooks. Here a link to the article. In this article, you’ll learn:

  1. Whether you should migrate to QuickBooks Online
  2. What does and doesn’t convert from QuickBooks Desktop to QuickBooks Online
  3. How to prepare for migration
  4. How to migrate your data
  5. What to do after you migrate
  6. How to troubleshoot migration issues
  7. How to start using QuickBooks Online
  8. Where to get more help

Once you've gone through the steps in the article and you still need assistance. I recommend contacting our support team using this link. Otherwise, feel free to leave a comment below. I'll be on standby.

Fiat Lux - ASIA
Level 15

Need help to transfer from desktop to online

@userramkrishna257 

Make sure you are migrating from any supporting QBD versions (i.e 2018-2020) and Total Targets < 350K prior to proceed.

https://quickbooks.grsm.io/Canada

https://quickbooks.grsm.io/Canada-fr

 

DMKmb
Level 3

Need help to transfer from desktop to online

Most importantly make certain that in switching to QBO you don’t loose any functionality that you are used to in the Desktop versions. 
QBO is a great platform, but it doesn’t handle special adjustments or situations well. Such as special use of items, or non standard tax calculations. Particularly if you are growing and could exceed the 14,500(?) item limit, and could find a jump to the Enterprise version a possibility. In which case you are better off setting up a hosted version either on your own or other server.

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