Data migration

Hi @cfburke03 ,

It's great to hear that you're thinking of converting to QuickBooks Online. You'll enjoy the ease and convenience of using the program anywhere you have an internet connection. The corresponding mobile app allows you to snap pictures of the receipts and track mileage on the go. I can provide you with the information you're looking for.

All the details for converting are included in this article: Migrating from QuickBooks Desktop to QuickBooks Online. 

f you have any questions about the process, you can always reach out. I'll be here. Have a great evening!

Hi @cfburke03 

Welcome to the community! We are more than happy to help. The community is a great place to get answers and receive support.

I recommend this article, click here, to make sure all steps have been followed.

If you require more assistant, please do not hesitate to reach back out.

Noelia

@cfburke03 

Utilize an exporter tool with your old QBO account to export the Receive Payments data with the followig template

then utilize an importer tool on your new QBO account later.

https://transactionpro.grsm.io/qbo

My question is more specific than what is in the link you provided.  Please advise a solution specific to my particular post. There is nothing in the link you provided that addresses my issue.

@cfburke03 

Did you address your respond to which one? You may migrate Invoice data between QBO accounts. But you may need to utilize a 3rd party tool migrate Receive Payments data to match with your migrated Invoice data. 

Thank-you!  that looks like it might work. I just had a quick look at the exporter tool.  What method will I use to import the payment data?  I'm not sure I have seen the option to import payment information into QBO.

Many thanks for your reply

@cfburke03 

Connect the exporter tool to your old QBO account and the importer tool to your new QBO account. The same product but different function.

Thank-you! you have been very helpful

Another question but this may be more of an accountant question.  

My original bookkeeper used journal entries on her QB Desktop system for my business.  She exported those JE for me to import into a the new QBO system.  I entered all my invoices and client payments into my existing/old QBO system.  I have now exported all those invoices that go back as far back as JE's.  Importing the invoices and payments to the new QBO will skew my sales.  Do you have a suggestion on how to rectify that in the new QBO system?  Should I create a JE to reverse the additional sales from the imported invoices?

Hi there. Making sure you're recording your transactions properly is an essential step for maintaining clean books. Based on what you've described, I'd recommend reaching out to an accounting professional for expert advice on how to record the transactions on your account. If you're not in contact with a professional, don't worry, you can search for one using this link here. 

I'll also leave this question open in the Community so other accountant users can share their advice. Otherwise, feel free to ask other questions, I've got your back.