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sld2012
Level 2

Migrating from QB desktop to QBO

QuickBooks has decided to end the desktop version and force users to use an online version! I haven't migrated yet but have been reading on the many failures of migration. I decided to call the sales/help line with a few questions but wasn't much help. Can someone please help with my questions.

 

1) QB uses MovemyBooks to help with migration but only offers 2 financial years free, what happens to the previous years? Would all transactions just start from 01.02.2022? the rest entered as a total opening balance? Or pay £900 + VAT to migrate maximum 12 years!! We have been using QB since 2003.

 

2) I have been told by QB sales that MMB converts all multi currency to GBP and when transferred to QBO I would have to manually change 1000s of transaction from GBP to the original currency. Is this a joke? where would one get the time to convert all these transactions? There would be discrepancies in all reporting due to exchange rates!

 

Seems like QB has gone back to the stone age instead moving forwar and making life easier!

11 REPLIES 11
Ashleigh1
QuickBooks Team

Migrating from QB desktop to QBO

Hello Sld2012, Welcome to the Community page,  have you read the Limitations article & post migrations article on Move My Books as all the answers are on all those articles for you. 

 

So for question 1, you have access to the Export Tool, which is now live so you can see all reports for all FY's you have on QBDT.  - It would show all the balances entered up to, to the date you migrated.

 

For Question 2, is completely wrong, 

Basically MMB do not convert Multi Currency. It converts all into home currency which will be GBP.

This is correct and you would not change any of the transactions.

The post migrations tasks advise how to proceed with MC after conversion. 

 

I would recommend that you read through these 3 articles

https://movemybooks.co.uk/move-to-quickbooks/limitations-of-service-quickbooks/

https://movemybooks.co.uk/foreign-currency/

https://movemybooks.co.uk/move-to-quickbooks/post-conversion-tasks-quickbooks/ 

 

sld2012
Level 2

Migrating from QB desktop to QBO

Hello Ashleigh1

Thank you for your reply an suggestions. I have briefly read the links you have sent. A few years ago I had transferred one of my companies from QBDT to QBO and all historic transactions were transferred (some accounts have been named QBDT and made inactive in QBO). So how come this time QuickBooks has decided to make us users pay for a max of 12 years?

If i just transfer the 2 years for free and everytime I needed to refer to an older transaction i would have to go to the exported file instead of being able to to view it all on QBO!

 

The post migration tasks says I would need to create a new contact in the correct currency and then allocate the outstanding invoice to the new contact in the currecny currency!

 

Does QuickBooks/Intuit realse how time consuming this is with 100s of our clients based abroad. This is not helpful in anyway. Certainly thinking of using a different software for my business.

Gilbey
Level 3

Migrating from QB desktop to QBO

Same here. The option is still on the menu list, but if you try to run that process now. Company - Export You File to Quickbooks Online. I got as far as screen 3 which says that you need to update your software. This is after screen 2 says 'Good news, your company file is ready to move to Quickbooks Online'!

 

I spoke to Desktop Technical who said that that feature was disabled Autumn of last year. The reason was something to do with Microsoft withdrawing support for Internet Explorerand. He then tried to explain this weird system of having live data and archived. , Case of the Generals lying to the troops me thinks.

 

As the feature worked previously why kill it, apart from getting a slice of the Move My Files extra years charge scam. Or whatever it's called.

Ashleigh1
QuickBooks Team

Migrating from QB desktop to QBO

It's no problem at all, I would advise you full read the 3 links I sent to you as it has all the information you need on them.  We acknowledge what you are saying, but management have decided that now this is the only way to move over, we have passed on all customers feedbacks to the team.  We are sorry to hear you feel this way and are thinking of leaving us to go to another software. 

Gilbey
Level 3

Migrating from QB desktop to QBO

I have read the links you supplied, hence the post.

 

How do users get in touch with 'Management'?

 

We started using QB in 1998, we were Beta testers at one stage, and are totally reliant on the software for compliance. The totally chaotic change to Online is amateurish and ill thought out. The notion that you have delayed support until the 30th of June due to feedback is tosh, its because you weren't ready with the answers businesses need to plan with. With weeks to go you still can't confirm that old data will be accessible through the desktop application. Forgive me for a simplistic view, but surely you simply remove the ability to create a new bill or invoice? You've proven it is easy enough to remove a feature like the ability to transfer directly from Desktop to Online after all.

 

I realise you are the messengers, but I don't think you or 'Management' have a clue how this is affecting people in real life.

 

Why not simply reinstate the option to transfer directly at the users risk? 

CharleneMaeF
QuickBooks Team

Migrating from QB desktop to QBO

I know this hasn't been an easy process for you, Gilbey.

 

Let me make it up to you by ensuring you'll get a detailed explanation of this migration issue.

 

We've had to temporarily hit the pause button on all QuickBooks Desktop to QuickBooks Online migrations. This means that we won't be able to help you transfer your desktop data over to the online versions. In the meantime, you can manually move your data across using the open balance method.

 

Aside from that, you can use the Movemybooks tool to successfully migrate your file. However, there are data that can't be converted during the process. For more details, you can read the links shared by Ashleigh1.

 

Also, I understand that you've contacted our support team, but you can reach out to them again to learn more about why this is happening. Here's how to contact our support:

 

  1. Go to the Help (?) icon at the top.
  2. On the Assistant tab, click Talk to a human.
  3. Enter your concern in the Type something field, then click the send icon.
  4. Click I still need a human.
  5. Select Get help from a human.
  6. You can either select the Chat with us or Have us call you option.

 

Additionally, I've added these articles that'll help you learn more about the QuickBooks Desktop service discontinuation:

 

 

I appreciate your understanding on this matter. Please know that we're determined to get this resolved.

sld2012
Level 2

Migrating from QB desktop to QBO

Totally agree with you Gilbey!

QBDT has been working perfectly fine infact better than QBO (I use both for different companies). The fact that all of the data can not be transferred from QBDT to QBO is just unaccpetable. They have porvided a free migration of up to 2 years and make us pay for a max of 12 years! What about the our clients/suppliers who have been with us for more than that period?

We have 100s of Euro clients, so now i will have to manually make a new entry for each one and then convert their open transactions from GBP to Euros! An upgrade should make life easier not more difficult! Do they think we have such spare time to manually convert all GBP to Euros!!

Fiat Lux - ASIA
Level 15

Migrating from QB desktop to QBO

@sld2012 

Another option, you may consider purchasing another 3rd party service to convert QB Desktop data file with multicurrency or other requirements (e.g attachments) to QBO or another accounting app. 

sld2012
Level 2

Migrating from QB desktop to QBO

Hi

FiatLux -Asia
 any recommendations?
 
 
Fiat Lux - ASIA
Level 15

Migrating from QB desktop to QBO

Click on my profile name and you will find our website address to send an email to. 

SheilaMcC
Level 3

Migrating from QB desktop to QBO

When I spoke to someone back in the summer, they explained that the support company which wrote & supported the inhouse conversion software went bust, and Intuit were left holding the baby with no working software.  They had to start from scratch and thus teamed up with Movemybooks....   

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