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vincent-stjoeswe
Level 1

How can I bring over a different desktop database? I imported transactions to the desktop version and want to update the online version

 
7 Comments
Rejeil_O
QuickBooks Team

How can I bring over a different desktop database? I imported transactions to the desktop version and want to update the online version

Hello there, @vincent-stjoeswe.

 

Let me step in and assist you in converting your QuickBooks Desktop transactions to QuickBooks Online.

 

Before moving your data to QuickBooks Online, you'll have to check the company file size if it's not too big to export. Also, in moving your company file, please know that:

 

  • You can only move your company file within 60 days after signing up for your QuickBooks Online account.
  • Instead of moving your company file, you can move your lists if you already set up payroll.
  • Because of feature differences, some of your lists and reports won't be converted.

 

Next is to import your QuickBooks Desktop data to QuickBooks Online. You can read this article and proceed to Step 2 for the steps: Move your QuickBooks Desktop file to QuickBooks Online.

 

Also, if you're referring to update the subscription of your QuickBooks Online account, let me walk you through the steps on how:

 

  1. Go to the Gear icon.
  2. Select the Accounts and Settings tab.
  3. Choose Billing and Subscription.
  4. Click the Upgrade button in the QuickBooks Online section. Note: If you don't see this button, you're already using the plan with the most features.
  5. Choose the QuickBooks Online subscription you want, then select Upgrade.
  6. Confirm your payment information.
  7. Once done, hit Save.

 

I've also added an article to help you navigate and entering transactions in your QuickBooks Online account: QuickBooks Online Help Article.

 

Please know that I'm always around here in the Community to help. Take care, and have a great day.

Fiat Lux - ASIA
Level 15

How can I bring over a different desktop database? I imported transactions to the desktop version and want to update the online version

@vincent-stjoeswe 

Just to clarify, why don't you import the data directly to your QBO account? Should you prefer to redo your migration from QB Desktop, make sure your QBO accounts is not more than 60 days old to purge it. Otherwise you have to open a new account.

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

 

vincent-stjoeswe
Level 1

How can I bring over a different desktop database? I imported transactions to the desktop version and want to update the online version

It's my understanding that there is no option to import journal transactions into QBonline.  Import options are very limited.  I used .iif files to import all history from history files i created in excel.  It worked great and I went ahead and created my online database while i waited to get my last two months of activity to import.  I expected more functionality in QBOnline rather than Desktop.  Now I have either 800 lines of activity to manually enter or bring over my desktop database again which I've already updated with the additional history.

vincent-stjoeswe
Level 1

How can I bring over a different desktop database? I imported transactions to the desktop version and want to update the online version

Thank you.  I understand the process and I successfully imported my desktop database to online.  The problem is that I have additional history to bring over and I thought I could import to QBOnline but it's not an option so I want to re-import my  updated desktop database which as the history updated.

RenjolynC
QuickBooks Team

How can I bring over a different desktop database? I imported transactions to the desktop version and want to update the online version

I appreciate your time getting back here, vincent-stjoeswe.

 

When converting data from QuickBooks Desktop to Online, it will either replace the information on the existing account or will ask you to create a new one. You can read these articles for more information:

 

To import the data, you can use the CSV file and upload it in your QuickBooks Online account by following these steps:

 

  1. Go to the Gear > Import data
  2. Select the data you want to add.
  3. Follow the on-screen instructions on how to map the column fields.

I'm also adding these articles for reference:

 

Otherwise, use a third-party app to bulk import from Excel. Just click the Try this app link in the Import Data page.

 

If you have additional questions or other concerns with QuickBooks Online, please leave a reply in this thread and I'll be glad to help you again.

Fiat Lux - ASIA
Level 15

How can I bring over a different desktop database? I imported transactions to the desktop version and want to update the online version

@vincent-stjoeswe 

Should you need to import JE, utilize the trial period of TPImporter to do so.

https:// transactionpro.grsm.io/qbo

 

vincent-stjoeswe
Level 1

How can I bring over a different desktop database? I imported transactions to the desktop version and want to update the online version

I discovered that I was allowed to re-import my desktop database by following all of the original steps to import your desktop database .  It was under the 60 day start up period so this was not a problem.  It does give a warning that if you continue you will replace the original database imported to the online database (Great that there is a warning).  I continued and all of the data came over perfectly.

 

I believe part of my problem is that I was remotely connected to my office desktop and was trying to do this remotely.  I decided to go to the office and redo the import and it worked like a charm.

 

Thank you for all of your assistance and suggestions.

 

V

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