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amber12
Level 1

How can I import the desktop files from my accountant into my quickbooks online account? It's asking for excel or csv but she sent me the entire file.

 
8 Comments 8
ChristieAnn
QuickBooks Team

How can I import the desktop files from my accountant into my quickbooks online account? It's asking for excel or csv but she sent me the entire file.

Hi there, amber12.

 

I'll provide steps to import the desktop files from your accountant into QuickBooks Online.

 

I suggest converting your accountant’s copy working file (.QBA) to a regular company file (.QBW) first with QuickBooks Desktop. This is because the accountant's copy file can only be restored to a regular company file in the QuickBooks Desktop version. Then, move the data to QuickBooks Online.

 

Here's how to convert the accountant's copy: 

 

  1. Open your accountant’s copy (QBX or .QBA). Then, create a backup.
  2. Go to the File menu. Choose Send Company File. Then, Accountant's Copy.
  3. Choose Convert Accountant’s Copy to Company File/QBW.
  4. Hit OK to confirm you want to convert the file.
  5. Open the folder you want to save the .QBW file in, and rename the file. Click Save.
  6. Once done, select OK.

 

For additional information, you can check this article: Convert an accountant's copy to a regular company file.

 

Once done, you start now importing the data from the QuickBooks Desktop file to your QBO. You can open this article to see the detailed steps: Move your QuickBooks Desktop file to QuickBooks Online.

 

Please refer to this article to see a list of common errors with resolutions when converting from QBDT to QBO: How to fix errors when converting from QuickBooks Desktop to QuickBooks Online.

 

I'm only a few clicks away if you have any other questions. Wishing you and your business continued success.

Fiat Lux - ASIA
Level 15

How can I import the desktop files from my accountant into my quickbooks online account? It's asking for excel or csv but she sent me the entire file.

@amber12 

Do you need to migrate all of data or only some transaction data from QB Desktop file?

amber12
Level 1

How can I import the desktop files from my accountant into my quickbooks online account? It's asking for excel or csv but she sent me the entire file.

the problem is that very first step: I can't open the files. That's the question I'm trying to have solved. How to upload when I can't open any files she has, and she's unsure how to get me the file types that I can open. I don't have desktop, only online, and she doesn't  have online, only desktop, and the two don't seem to want to speak with one another.

MirriamM
Moderator

How can I import the desktop files from my accountant into my quickbooks online account? It's asking for excel or csv but she sent me the entire file.

Hello again, @amber12

 

Thanks for getting back and providing detailed information about your concern. It was super helpful, and I feel like we are on the same page.

 

When importing data in QuickBooks Online (QBO), there are supported format, or file types need to consider. You can use either CSV (Comma Separated Values) or XLS/XLSX. 

 

If the file you're trying to import isn't on the list of supported format, you can find a converter online.

 

To give you more idea about importing data in QBO, check this article: Common questions about importing data to QuickBooks Online

 

If you have other questions about QuickBooks, let me know by clicking the Reply button below. I'll be more than happy to help. Have a wonderful day!

Fiat Lux - ASIA
Level 15

How can I import the desktop files from my accountant into my quickbooks online account? It's asking for excel or csv but she sent me the entire file.


@amber12 wrote:

the problem is that very first step: I can't open the files. That's the question I'm trying to have solved. How to upload when I can't open any files she has, and she's unsure how to get me the file types that I can open. I don't have desktop, only online, and she doesn't  have online, only desktop, and the two don't seem to want to speak with one another.


@amber12 

Migrate all of data from QB Desktop file to QB Online

1. Open a QBO account

https:// quickbooks.grsm.io/US

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

2. Share the login credential to your external accountant

3. Ask her to migrate it to QBO on her machine.

 

Migrate some data from QB Desktop file to QB Online

1. Ask your external accountant to utilize TP Exporter for Desktop and send the XLS files

2. You may utilize TP Importer for Online to import the data into your current one.

https:// transactionpro.grsm.io/qbd

 

If your accountant is still confused, check our profile and send a private message to us. 

KClarizio
Level 1

How can I import the desktop files from my accountant into my quickbooks online account? It's asking for excel or csv but she sent me the entire file.

I need to convert from desktop into online. I am unable to get any assistance. I am going into desktop and selecting convert to online in desktop. I am attempting to convert into an existing client that I have in the online version. This has been a complete nightmare. I am not able to do so as all my clients are grayed out. 

 

KClarizio
Level 1

How can I import the desktop files from my accountant into my quickbooks online account? It's asking for excel or csv but she sent me the entire file.

I need to convert from desktop into online. I am unable to get any assistance. I am going into desktop and selecting convert to online in desktop. I am attempting to convert into an existing client that I have in the online version. This has been a complete nightmare. I am not able to do so as all my clients are grayed out. 

 

Fiat Lux - ASIA
Level 15

How can I import the desktop files from my accountant into my quickbooks online account? It's asking for excel or csv but she sent me the entire file.

@KClarizio 

You are unable to convert data from QB Desktop to a QBO account after 60 days old. You have to open a new QBO account. 

https:// quickbooks.grsm.io/US

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

 

Otherwise, you may migrate data by using a 3rd party tool.

 

 

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