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vintageslots
Level 1

I was using a trial version of quickbooks for desktop, my trial expired, when I go to purchase I am forced to purchase online, I did that, now how do I import the data?

 
8 Comments 8
LouiseG
QuickBooks Team

I was using a trial version of quickbooks for desktop, my trial expired, when I go to purchase I am forced to purchase online, I did that, now how do I import the data?

Allow me to share some insights into importing your data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), vintageslots.

 

Importing your data requires several steps to ensure your information migrates properly. Since your QBDT trial account has already expired, you'll need to reactivate it. You can also create a backup file to secure a copy of your company's data. 

 

To reactivate your account, I suggest to get in touch with our Support team for guidance. 

 

Once your account is already reactivated, here's how you can move your data:

 

In QuickBooks Desktop Pro or Premier:

  1. Get your desktop file ready
  2. Sign in as an admin.
  3. Go to Company, then select Export Your Company File to QuickBooks Online.
  4. Select Get Started.
  5. Sign in as an admin to your QuickBooks Online company.
  6. Select Choose an online company, and choose the company you want to replace with your company file.
  7. Select Continue.
  8. If you track inventory in QuickBooks Desktop, you can select Yes to bring them over, then enter the as-of-date. If not, select No if you want to set up new items later in QBO.
  9. Enter Agree in the text field, then select Replace.
  10. Select Yes, go ahead and replace the data, then select Replace

 

If you are using QuickBooks Desktop Enterprise or QuickBooks Desktop for MAC you can refer to this article for more detailed steps: Move your QuickBooks Desktop file to QuickBooks Online.

 

Once you're done with the migration you can cancel your QuickBooks Desktop account. However, you can carry on with your account without having to follow the steps above and stop utilizing your QBO account. 

 

In addition, I'm sharing this article to guide you on how to get started with QuickBooks Online: Get started and adjust settings after you sign up for QuickBooks Online

 

Know that you can always get back to me if you need anything else. Just add a comment below and I’ll be right here to assist anytime.

4Gal
Level 11

I was using a trial version of quickbooks for desktop, my trial expired, when I go to purchase I am forced to purchase online, I did that, now how do I import the data?

@vintageslots 

Which QB Desktop year version did you try?

You want to stay with QB Desktop or use QB Online? They are 2 different products.

vintageslots
Level 1

I was using a trial version of quickbooks for desktop, my trial expired, when I go to purchase I am forced to purchase online, I did that, now how do I import the data?

I would rather stay with desktop but the link that came up in desktop (Mac) took me to online and it looked like there was no way to continue with desktop.

vintageslots
Level 1

I was using a trial version of quickbooks for desktop, my trial expired, when I go to purchase I am forced to purchase online, I did that, now how do I import the data?

Thank you, I will contact support to try and get desktop (which I would rather use anyway) so I can export and then import the data.

 

It sucks that I just cannot import the quickbooks data file that desktop saved.

4Gal
Level 11

I was using a trial version of quickbooks for desktop, my trial expired, when I go to purchase I am forced to purchase online, I did that, now how do I import the data?

@vintageslots 

Which QB Desktop year version did you try? You can still purchase QB Desktop 2024 for Mac

You can call their Sales team to purchase it. If they refused to help, you can purchase it thru selected partners (tax exempt, can get $100 cashback).

vintageslots
Level 1

I was using a trial version of quickbooks for desktop, my trial expired, when I go to purchase I am forced to purchase online, I did that, now how do I import the data?

I was using the trial version of QB 2024 desktop for Mac.

Pretty obvious that they don't like the desktop version since it is impossible to find online I want control over my data and would much prefer the desktop version. Might be time to find another solution.

Where can I get a list of selected partners?

4Gal
Level 11

I was using a trial version of quickbooks for desktop, my trial expired, when I go to purchase I am forced to purchase online, I did that, now how do I import the data?

@vintageslots 

Where can I get a list of selected partners?

 

You can find the profile of @Fiat Lux - ASIA here and you will find their website address to send emails. They can help to obtain the new license of QB Desktop 2024.

Sherrie_F
QuickBooks Team

I was using a trial version of quickbooks for desktop, my trial expired, when I go to purchase I am forced to purchase online, I did that, now how do I import the data?

I appreciate the details you've shared, vintageslots. Allow me to chime into this thread and provide you with further help.

 

To continue accessing your files and importing your data, you'll need to have an active QuickBooks Desktop account. You can subscribe for QBDT through this link: New QuickBooks Desktop subscription.

 

You can also look for other reseller or merchants that offers QuickBooks Desktop for Mac so you can restore your files.

 

Please note that new subscriptions will no longer be available for QuickBooks Desktop Pro Plus, Premier Plus, and Mac Plus after July 31, 2024.

 

In case you've already purchased QuickBooks Online, I'd suggest contacting our customer support so they can help migrate your data from your expired trial version to the program.

 

Once everything's settled, you can check out our system requirements: System requirements for QuickBooks Desktop 2024.

 

Should you need any queries migrating your data, let us know by dropping a comment below. We're always here 24/7. Stay safe and have a good one!

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