Potential transition from QuickBooks Desktop 2021 to TechSoup QuickBooks Online 2024

Hello there, Kevin. I can share information about moving your company files from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

Before we proceed in moving your data, please know that some transactions, lists, reports, and preferences don't move when importing your QBDT company files into QBO. For more information, you may refer to this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

In migrating company files, it's also important to know that you will have 60 days from the time you create your QBO account to move your data. Since you've mentioned you're getting QBO 2024,  it appears that your QuickBooks is up-to-date. Also, please check and ensure that your company file isn't too large for export. 

Before moving, generate a Sales Tax Liability report to make adjustment entries after you move:

1. Go to the Reports tab, then click Vendors & Payables. Choose Sales Tax Liability.
2. From the Dates▼ dropdown, select All.
3. From the Print▼ dropdown, select Save as PDF.
4. Select the folder where you want to save the file, give it a name, and then click on Save.

To continue moving your company file and checking the file size, please read through this article for complete guidance: Move your QuickBooks Desktop file to QuickBooks Online.

For further assistance with questions about renewing your subscription through TechSoup, please reach out to them directly. Their team will be able to provide you with information about the annual rate and eligibility confirmation process.

Furthermore, you can refer to this article if you encounter any errors while migrating your company data from QBDT to QBO: Fix errors when you move from QBDT to QBO.

You're always welcome to return to this thread for further assistance with transferring your data from QBDT to QBO or other QuickBooks-related issues. I'll be glad to assist. Keep safe.

Thanks, but I would like to hear from you guys about TechSoup subscription renewal as I have heard two different things about how it works.

@KevinLee1984 

As I know, your renewal rate will be the same as the regular rate. In my opinion, QuickBooks provided by TechSoup plan is no longer as "special" as they used to be.

Thank you for reaching out to the Community regarding the renewal of your subscription from TechSoup, Kevin. Let me help you find the right information and support for your query. 

If your organization is eligible, you may receive one Intuit product per fiscal year (July 1 to June 30), and one subscription product within the lifetime of the organization. 

To verify your organization's eligibility, you can check out this link: Eligibility and restrictions page.

While the Community is here to help you with specific questions and troubleshooting solutions, there are certain matters for which only TechSoup can provide accurate information. Therefore, we recommend you reach out to them directly as they will be able to assist you better with this matter.

You can contact them by visiting their website: https://www.techsoup.org/about-us/contact-us.

Once you have the new QBO, this article will guide you on how to set up your account for future reference: Get started and adjust settings after you sign up for QuickBooks Online.

Please let me know if you have any further questions about transitioning from QuickBooks Desktop to QuickBooks Online. I am here to help you anytime.