Moving data from Desktop to QBO - is the new migration process working yet?

I'll share some information about the migration from QuickBooks Desktop to QuickBooks Online, neil32.

For now, we're still currently working on a new service to help you make your move from QuickBooks Desktop to QuickBooks Online (QBO) since we are discontinuing our Desktop offering in the UK region. At the moment, you can use excel to import your CSV data lists. 

To start the process, you can download your data to move out of QuickBooks Desktop. Here's how:

1. Make sure you back up and save a copy of your desktop data file.
2. Export your lists and generate a detailed chart of accounts report plus open transaction reports to help you set up.
   1. Download the relevant sales and purchase invoices, then complete the following:
      1. Go to preferences and remove the period end, spelling checks and notification of changes made before you start. This will let you to print without having to confirm multiple times.
      2. Select the invoices from your chosen year (for example, 1 April 2021).
      3. You can download the entire year if you wish. If you have a high number of invoices (lets say, more than 25 per month), we recommend downloading them by month. You can print the invoices and put them in a PDF format and into folder later.
   2. Make sure you have copies of all your bank statements.
3. Enter your opening balances into your new providers chart of accounts and import your customer and supplier lists.
4. Finally, re-create or import your open transactions and adjust your open balances accordingly.

To give you more details on the process, I've added this article your guide: QuickBooks Desktop Discontinuation Support Hub. 

Furthermore, QuickBooks Online makes it easy for you to record your business expenses. To know more about this, check out this article for more details: Enter And Manage Expenses In QuickBooks Online.

Please touch base with us here in the Community if you have any questions concerning the migration process. Remember, we're here to make your we get you covered 

Nope, even though they said it would be back on weeks ago.

It's almost like they don't want all the loyal Quickbooks Desktop users moving over to the Online version because it's actually so bad.

@neil32 

We expect them to release an enhanced converter tool in mid-October. Otherwise, you may consider purchasing a third-party service to convert data to QB Online or another accounting app.

Hello, is the migration issue solved yet? 

Hi all, we've launched our new migration path with Move My Books which is available now for all users of QuickBooks for Desktop 2009 and above. At the moment, data can be migrated to QB Online Essentials and QB Online Plus, and we're working to include QB Online Simple Start. Please click here to be directed to MMB where you can view full info & begin the migration. 

Warning the Mymove software is only free for 24 months of transactions NOT 2yrs plus current or the 5-6 yrs HMRC like.

In the UK - we have to move -no choice and now the move has become way more problematic.

i moved last june before my from desktop to online but then i forgot my passward detail and could not access desktop at all ive been caalling for eeks for qb to help me sort this but so far havent recieved callback. being a sole tader i was told i needed essentials online version but on completing the move i found that classes were not exported then when i asked the question they said classes dont get exported unless you opt for plus version so i did but still no classes. i dont want to continue using present file as ill have to re do all the transaction again but qb is taking for ever to respond to -help

raj

@Dhami 

You can use the trial version of QB Desktop 2020 or 2021 to access your historical data for good if required.

I can see how difficult this has been when migrating to QuickBooks Online (QBO), Dhami.

Please know that this isn’t the kind of experience we want you to have about the missed callbacks from the support agent. Rest assured, I'm here to help and address your concerns right away. When importing data conversion to QuickBooks Online, we only transfer the following data:

• Customer details
• Supplier details
• Chart of accounts
• Account balances
• Customer balances
• Supplier balances
• Items list
• Historical transactions

You can check out these articles about importing data to the Online version:

• Import Data Conversion to QuickBooks Online - Frequently Asked Questions
• Common questions about importing data to QuickBooks Online

You may wish to consider using a data conversion service from an outside company. Just access your desktop software when working with a third party. If you currently don't have access to it, download, install, and use this 30-day version of QuickBooks Desktop 2021. Follow the steps in this article to export your Desktop data so you have it ready when you use another program to manage your bookkeeping: QuickBooks Desktop discontinuation support. Then, go to Moving your data out of the QuickBooks Desktop section. 

If you need further assistance with this one, please reach out to our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. You can also ask our support if you need a third-party application to migrate classes to your QBO account. Here's how to reach them:

1. Go to the Help menu, and select Talk to a human.
2. Choose Talk to a human again.
3. Proceed with I still need a human.
4. Click the Contact us link.
5. Select either Start messaging or Get a call.

I can assist you with other tasks and processes in QuickBooks Online. Just leave your questions or concerns here and I'll answer them.