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harrygriz
Level 1

How to import Accoutants QBB into new 2020 Simple Start? Can import into Quicken 2017 due to accountant is newer version

How to import Accoutants QBB into new 2020 Simple Start? Can import into Quicken 2017 due to accountant is newer version
2 Comments 2
katherinejoyceO
QuickBooks Team

How to import Accoutants QBB into new 2020 Simple Start? Can import into Quicken 2017 due to accountant is newer version

Hi there, @harrygriz

 

Welcome to the Community. I'm here to answer all your concerns about importing and exporting files in QuickBooks Online. 

 

First off, you'll need to use a trial version to convert your file since you're using an older version than 2018.

 

Ensure that your QuickBooks is up-to-date. Check also if your company file isn’t too big to export

 

Once everything is ready, sign in as an admin to the company file you need to import. Then, follow these steps below to import .qbb file to QuickBooks Online (QBO): 

 

  1. Go to the Company menu, then select Export Company File to QuickBooks Online.
  2. Click Start your export, then sign in as an admin to your QuickBooks Online company.
  3. If you track inventory in QuickBooks Desktop:

     4. Choose the QuickBooks Online company you want to be replaced in the Choose online company drop-down.

     5. Click Continue, then enter “Agree” in the text field. 

     6. Select Replace, then click Yes, go ahead and replace the data, then select Replace.

 

Note also that only QuickBooks Online Plus and Advanced can track inventory. Both plans use the FIFO method

 

For your Quicken data file, you'll need to export it and save in .csv format to successfully import it in QBO. Just in case, you'll want to contact Quicken support for help should you run into problems with converting your file. 

 

For future reference, read through these articles to learn more about running your financial reports to review and ensure your imports are successful: 

 

 

Feel free to message again if you need more help. We're always delighted to support you. 

Fiat Lux - ASIA
Level 15

How to import Accoutants QBB into new 2020 Simple Start? Can import into Quicken 2017 due to accountant is newer version

@harrygriz 

You may try restoring your QBB file on the trial license of QB Desktop to migrate to QB Online.

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

 

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