data Conversion

dtyler1229 · ‎July 17, 2023

Is there any who can help me? Support did not or could not answer my questions in the following chat. The key thing that I need to know is how not to loss my employee and project data.

We were using QB time and are converting from Desktop to Online. So I have employee inputted but I do not run payroll.

Delbert at 2:51 PM said We were using QB time and are converting from Desktop to Online. So I have employee inputted but I do not run payroll.

Will I have issues with the conversion?

Delbert at 2:52 PM said Will I have issues with the conversion?

D

So, you mean are you still on setting up payroll account?

Dianne at 2:53 PM said So you mean are you still on setting up payroll account?

No I've setup payroll for time keeping only.

Delbert at 2:54 PM said No I've setup payroll for time keeping only.

I have not and don't plan to run payroll. But employees have to be inputted in payroll so you can use QB Time.

Delbert at 2:56 PM said I have not and don't plan to run payroll. But employees have to be inputted in payroll so you can use QB Time.

D

So, what should be our main goal here?

Dianne at 2:59 PM said So what should be our main goal here?

My understanding is that the conversion will wipeout all data that is already on the online version. I also use the online Projects and I'm concerned that I will loss data!

Delbert at 3:01 PM said My understanding is that the conversion will wipeout all data that is already on the online version. I also use the online Projects and I'm concerned that I will loss data!

D

May I know what your trying to do?

Dianne at 3:04 PM said May I know what your trying to do?

The Goal is to convert my desktop data over to online and not loss data already in online.

Delbert at 3:04 PM said The Goal is to convert my desktop data over to online and not loss data already in online.

D

I see, so your Online account has already data saved?

Dianne at 3:06 PM said I see, so your Online account has already data saved?

Yes

Delbert at 3:07 PM said Yes

Invoicing, Projects, Employees for QB Time

Delbert at 3:07 PM said Invoicing, Projects, Employees for QB Time

No worries, we value your time and rest assured I will do my best to help you with your concern today.

Dianne at 3:09 PM said No worries, we value your time and rest assured I will do my best to help you with your concern today.

D

Aside from migrating data from desktop to online, may I know what else do you need to do?

Dianne at 3:09 PM said Aside from migrating data from desktop to online, may I know what else do you need to do?

I need to convert over the A/P, expenses, Bank Recons etc.

Delbert at 3:09 PM said I need to convert over the A/P, expenses, Bank Recons etc.

Dianne said To be accurate and make sure we'll be working on the correct account, can you please verify the following: company ID number, company name, and email address

Delbert at 3:15 PM said [removed]

Thank you, how about the company name and email?

Dianne at 3:17 PM said Thank you, how about the company name andn email?

Thank you, let me go ahead and pull up the account here.

Dianne at 3:24 PM said Thank you, let me go ahead and pull up the account here.

D

While pulling up your account, by the way how's your Quickbooks experience so far?

Dianne at 3:29 PM said While pulling up your account, by the way how's your Quickbooks experience so far?

Great!

D

Excellent! I'm really glad to know that.

Dianne at 3:30 PM said Excellent! I'm really glad to know that.

For me to give you the accurate information, can you please give me 3-5 minutes to check my resources here? Is that fine with you?

Dianne at 3:31 PM said For me to give you the accurate information, can you please give me 3-5 minutes to check my resources here? Is that fine with you?

Yes

Delbert at 3:31 PM said Yes

Thank you.

Dianne at 3:32 PM said Thank you.

D

Thank you, upon checking here once you move data from desktop to Online all the data was save from online will be wipe out since it will change with a data from desktop that you moved.

Dianne at 3:37 PM said Thank you, upon checking here once you move data from desktop to Online all the data was save from online will be wipe out since it will change with a data from desktop that you moved.

So, what's the go around?

Delbert at 3:39 PM said So, what's the go around?

or solution?

Delbert at 3:39 PM said or solution?

D

If you want to move data, you may need to save the data first from your online so that after the conversion you can just entered it back.

Dianne at 3:42 PM said If you want to move data, you may need to save the data first from your online so that after the conversion you can just entered it back.

It's a year worth of data. can it be exported and then imported?

Delbert at 3:44 PM said It's a year worth of data. can it be exported and then imported?

D

Yes you can do that. Please go to gear icon>>export and import for you to see what are the data that you can import and export.

Dianne at 3:46 PM said Yes you can do that. Please go to gear icon>>export and import for you to see what are the data that you can import and export.

Is there someone in the conversion/migration group that I should be consulting about the details of getting this right the first time, instead of trying to guest my way through it?

Delbert at 3:49 PM said Is their someone in the conversion/migration group that I should be consulting about the details of getting this right the first time, instead of trying to guest my way through it?

D

Just checking in, are you still with me?

Dianne at 3:51 PM said Just checking in, are you still with me?

Yes, you did see my last question?

Delbert at 3:52 PM said Yes, you did see my last question?

here it is again: is there someone in the conversion/migration group that I should be consulting about the details of getting this right the first time, instead of trying to guest my way through it?

Delbert at 3:52 PM said here it is again: s their someone in the conversion/migration group that I should be consulting about the details of getting this right the first time, instead of trying to guest my way through it?

D

I apologize but we do not offer that. But what we suggest in your case if you still want to proceed in moving desktop data to online you can export your online data and import it back once your done the migration.

Dianne at 3:54 PM said I apologize but we do not offer that. But what we suggest in your case if you still want to proceed in moving desktop data to online you can export your online data and import it back once your done the migration.

Can you check on the employees, my colleague has told me that the employee may be a problem to put back in.

Delbert at 3:57 PM said Can you check on the employees, my colleague has told me that the employee may be a problem to put back in.

And I don't see an import function for Project data.

Delbert at 3:59 PM said And I don't see an import function for Project data.

You mean import projects?

Dianne at 4:05 PM said You mean import projects?

It appears you may have been pulled away to run your business. Since I haven’t heard back from you in some time I will need to disconnect this chat. If you come across with anything else you need assistance with, please do not hesitate to message us back through clicking “Help” -» “Contact us” and we would be more than happy to assist you. today. You may receive a survey after our interaction. We appreciate your feedback and would love to hear from you. Thank you for contacting Intuit QuickBooks Accountant Care. Stay Safe and Healthy. Have a great day!

Dianne at 4:08 PM said It appears you may have been pulled away to run your business. Since I haven’t heard back from you in some time I will need to disconnect this chat. If you come across with anything else you need assistance with, please do not hesitate to message us back through clicking “Help” -» “Contact us” and we would be more than happy to assist you. today. You may receive a survey after our interaction. We appreciate your feedback and would love to hear from you. Thank you for contacting Intuit QuickBooks Accountant Care. Stay Safe and Healthy. Have a great day!

It appears you may have been pulled away to run your business. Since I haven’t heard back from you in some time I will need to disconnect this chat. If you come across with anything else you need assistance with, please do not hesitate to message us back through clicking “Help” -» “Contact us” and we would be more than happy to assist you. today. You may receive a survey after our interaction. We appreciate your feedback and would love to hear from you. Thank you for contacting Intuit QuickBooks Accountant Care. Stay Safe and Healthy. Have a great day!

Dianne at 4:08 PM said It appears you may have been pulled away to run your business. Since I haven’t heard back from you in some time I will need to disconnect this chat. If you come across with anything else you need assistance with, please do not hesitate to message us back through clicking “Help” -» “Contact us” and we would be more than happy to assist you. today. You may receive a survey after our interaction. We appreciate your feedback and would love to hear from you. Thank you for contacting Intuit QuickBooks Accountant Care. Stay Safe and Healthy. Have a great day!

Dianne has left the chat

4:08 PM

System Event at 4:08 PM: Dianne has left the chat

Chat has ended!

4:11 PM

System Event at 4:11 PM: Chat has ended!

JamesM4 · ‎July 17, 2023

Hello dtyler1229,

It's important you're able to migrate your data with with ease and I'll be happy to point you towards the right direction. QuickBooks is a versatile program that helps you streamline your accounting.

I see you've already reached out about this to our support team and the info that was provided to you in the thread above is correct. However, if you're looking for more extensive methods of migrating your data I suggest looking into third-party data migration app on our app store www.apps.com (QB Online) and desktop.apps.com (QuickBooks Desktop). The apps provide a wider range of migrating options that help simplify the migration process.

You're more than welcome to ask other questions in the comments below. I'll be a message away.

Fiat Lux - ASIA · ‎July 17, 2023

@dtyler1229

It looks like you only need to merge some data from your QBD file (e.g A/P, expenses, Bank Recons) to your QBO account, correct? You can buy a 3rd party migration service or use a migration tool (.i.e TP Exporter for Desktop and TP Importer for Online).

https://get.transactionpro.com/qbo

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