Ideally would process in normal work-flow in each of system, that is parallel.
Instead of Parallel Run after Conversion from QuickBooks Desktop to QBO - QuickBooks Online -
is there any short-cut possible, like ONLY input in Desktop but then export from Desktop the Customer Invoice, Receipt, Bill, and Vendor Payment. And import into QuickBooks Online.
Anyone familiar with such tools, and process, so that both are in sync.
I'm happy to see that you're interested in transitioning from QuickBooks Desktop to QuickBooks Online. Having the flexibility to work from anywhere using cloud technology will certainly benefit your business. I can shed some light on your options for converting from Desktop to Online.
If you've already converted your QuickBooks Desktop data to QuickBooks Online, that's great. If you need guidance on how to complete that process, see our Community article Migrating from QuickBooks Desktop to QuickBooks Online. You'll want to do this before importing any other items into QuickBooks Online, as the migration can only be performed while the company is still empty or it can cause issues to occur. Then the historical data will be moved and it'll only be the data entered into QuickBooks Desktop during the test period that you'll need to manually import to QuickBooks Online.
It sounds like you're looking to export customer and vendor transaction data into your QuickBooks Online after inputting it into QuickBooks Desktop. This can be done by exporting data from QuickBooks Desktop into an Excel or CSV file format, and then importing those files into QuickBooks Online. To export data from QuickBooks Desktop to CSV format:
For more information on exporting data from Desktop to CSV or Excel, see our Community articles Import/export CSV files and Import or export MS Excel files. Once you've completed those steps, you can then import the data into QuickBooks Online. The steps are:
Your invoices and other data from QuickBooks Desktop and QuickBooks Online will now be in sync. If this doesn't quite hit the mark, or if you need any further clarification please reply to this thread!
Thank you for your detail message.
I was able to import Bill, into QuickBooks Online. I don't find Vendor Payment option in import.
Also I can import Invoice, but no customer payment.
Another piece I'd like to import is Pay Cheque from Desktop to Online - HOW ? Please note I do not have Payroll subscription on my QuickBooks Online. We do payroll on Desktop.
I'm glad that the previous message was helpful for you. Let's ensure that we get all the necessary data imported into your QuickBooks Online company file.
Importing the vendor and customer payments will be a bit different than the process to import invoices and bills. After importing your invoices and bills, you'll need to import an Excel/CSV file containing bank transactions for the previous business activities. Once all the bank transactions are imported, you can then match them to the appropriate bills and invoices. The system then records the bill payments and invoice payments upon matching.
The steps to retrieve the business's bank transactions are:
Once you have your bank transactions, you'll need to import them into QuickBooks Online's bank feed. Here's how:
You'll then have bank transactions in your bank feed. Once this is complete, you should notice some of the transactions showing "matching records" as the bill and invoices were imported before. You'll then need to match the transactions to those forms by:
Once you click Match, the system will generate an invoice or bill payment based on the transaction. I've linked the following Community articles for further reference if needed:
QuickBooks Online doesn't have the ability to import pay cheques from QuickBooks Desktop. Normally when switching from Desktop to Online, year-to-date amounts for employees are entered within the payroll module. I know you're not using payroll in QuickBooks Online so for these transactions, you may need to consult an accountant to determine how to record the past pay cheques via journal entries. This is because you may need to set up different payroll expense and liability accounts in QuickBooks Online to properly record the pay cheques. If you're not already connected to your accountant in QuickBooks Online, you can invite them to view your books by going to the My Accountant tab and entering their email address to send an invite. If you don't have an accountant, you can click Find a pro to help to search for a QuickBooks Certified Pro Advisor who can assist you.
I hope this helps, please let me know if I can clarify anything or assist you further.
You need an importer tool to import some transaction types (e.g Bill Payment, Receive Payments)
The template should be like these
|RefNumber||APAccount||Vendor||TxnDate||Bank or CC Account||PrivateNote||Currency||ExchangeRate||ToBePrinted||BillApplyTo||LineAmount|
|3454||Green's Taxi Service||01/11/2020||Checking||Bill Payment||N||185||125,13|
|321901||Federal Express||01/11/2020||Checking||Bill Payment||N||201||264,07|
|2||28/11/2020||4908||Leonard Walker Inc||Check||Checking||102||138,78|