cancel
Showing results for 
Search instead for 
Did you mean: 
kturner1
Level 1

My accountant has several clients on QuickBooks Desktop, including my company. Can I import past years' financials from his QB Desktop to our QuickBooks Online?

I input opening balances in January 2020 and started using QB Online, but now our tax accountant wants prior years input into our online account.
Solved
Best answer May 19, 2021

Best Answers
BettyJaneB
QuickBooks Team

My accountant has several clients on QuickBooks Desktop, including my company. Can I import past years' financials from his QB Desktop to our QuickBooks Online?

Welcome back to the Community, @kturner1.

 

I'd like to shed some light regarding the information that can be imported into QuickBooks Online from QuickBooks Desktop.

 

There are a couple of transactions that can't be imported in QuickBooks Online since the platform works differently. With that, you may notice transactions are missing, or reports are different and don't match. 

 

Here's a reference that explains the information that you can import and what will happen to your data (old and new) once converted from QBDT to QBO: Find out what data doesn't convert when you migrate from QuickBooks Desktop to QuickBooks Online.

 

On the other hand, you can also look for a third-party application that will help you import your financial records automatically. QuickBooks Online integrates with various apps that suit your business needs. 

 

There are two ways to look for a third-party app. First is by going to the apps.intuit.website or navigating the Apps menu in your QBO account. Let me guide you how:

  1. Go to the Apps menu at the left pane.
  2. Select the Find Apps tab, and then type a keyword in the search bar like "Data importer".
  3. Click the magnifying glass to search, and then choose the app that suits your need.

Lastly, to guide you in navigating QuickBooks Online together with its great features, you can always check out this link: Getting Started With QuickBooks Online.

 

I'm always around to help if you have more questions about QuickBooks. Just click the Reply button so I can assist you further. Take care and have a good one.

View solution in original post

2 Comments 2
BettyJaneB
QuickBooks Team

My accountant has several clients on QuickBooks Desktop, including my company. Can I import past years' financials from his QB Desktop to our QuickBooks Online?

Welcome back to the Community, @kturner1.

 

I'd like to shed some light regarding the information that can be imported into QuickBooks Online from QuickBooks Desktop.

 

There are a couple of transactions that can't be imported in QuickBooks Online since the platform works differently. With that, you may notice transactions are missing, or reports are different and don't match. 

 

Here's a reference that explains the information that you can import and what will happen to your data (old and new) once converted from QBDT to QBO: Find out what data doesn't convert when you migrate from QuickBooks Desktop to QuickBooks Online.

 

On the other hand, you can also look for a third-party application that will help you import your financial records automatically. QuickBooks Online integrates with various apps that suit your business needs. 

 

There are two ways to look for a third-party app. First is by going to the apps.intuit.website or navigating the Apps menu in your QBO account. Let me guide you how:

  1. Go to the Apps menu at the left pane.
  2. Select the Find Apps tab, and then type a keyword in the search bar like "Data importer".
  3. Click the magnifying glass to search, and then choose the app that suits your need.

Lastly, to guide you in navigating QuickBooks Online together with its great features, you can always check out this link: Getting Started With QuickBooks Online.

 

I'm always around to help if you have more questions about QuickBooks. Just click the Reply button so I can assist you further. Take care and have a good one.

View solution in original post

Fiat Lux - ASIA
Level 15

My accountant has several clients on QuickBooks Desktop, including my company. Can I import past years' financials from his QB Desktop to our QuickBooks Online?

@kturner1 

You may need a migration tool to do so. i.e TPExporter for Desktop, TPImporter for Online

https:// transactionpro.grsm.io/qbo

 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up