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Request Refund
Level 1

Restore financial data?

I transitioned from QB desktop to online essentials. I trial of online advanced was activated. We didn't want that and our account was canceled. After 2.5 hours of calls and chats I got our essentials account reactivated but there is no financial data, user information, or company specific information. Is there any way to get any of this restored. I am most concerned about my financial data. This has been a horrible process and I have spent 25 hours trying to convert from desktop to QB online essentials.
2 Comments 2
CharleneMaeF
QuickBooks Team

Restore financial data?

The long hours in calls and chats end here, Request Refund. I'm determined to help you restore your financial data.

 

Before proceeding, make sure QuickBooks is up-to-date, and your company file isn’t too big to export. Once everything is verified, we can now import your desktop file to QuickBooks Online.

 

Here's how:

 

  1. Sign in as an admin to the company file you need to import.
  2. Go to the Company menu and then select Export Company File to QuickBooks Online.
  3. Select Get Started.
  4. Sign in as an admin to your QuickBooks Online company.
  5. If you track inventory in QuickBooks Desktop:
  6. Select the Choose online company▼ drop-down menu, and choose the QuickBooks Online company you want to be replaced by your company file.
  7. Choose Continue.
  8. Enter “Agree” in the text field, then select Replace.
  9. Select Yes, go ahead and replace the data, then select Replace.

For your visual reference, I've attached some screenshots below.

Capture.PNGCapture1.PNGCapture2.PNG

In case you're using the Enterprise version, please check out this article for the whole process: Move your QuickBooks Desktop file to QuickBooks Online.

 

Once done, run one of your financial reports on the two versions. This will help us check if your import is successful. You can run a Proft ann Loss in QuickBooks Online and compare it to the desktop report. If your reports match, you can get started with QuickBooks Online. If not, find out what data doesn't convert when you migrate from QuickBooks Desktop to QuickBooks Online.

Capture4.PNG

 

Once your financial data is moved to the online version, you can check out these articles to be guided on your next steps:

 

 

Please come back and keep us posted on your progress in importing your data to QuickBooks Online. It's my priority to ensure everything is all set.

Fiat Lux - ASIA
Level 15

Restore financial data?

@Request Refund 

It is possible you QBO account was purged. You can use the same account or open a new blank QBO account to migrate your data from QBD.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

Utilize a backup restore app for your insurance if required.

https://rewindio.grsm.io/quickbooks

 

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