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I manage a quickbook pro 2016 file that goes back to 1998, I made the mistake of importing it all to quickbooks online, how do i re-do and only transfer the last 4 years

 
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QuickBooks Team

Re: I manage a quickbook pro 2016 file that goes back to 1998, I made the mistake of importing it...

Hello there, kim3bills.

 

You can manually import your data through the IIF file. To do so, just simply follow the steps below:

  1. Go to the File.
  2. Choose Utilities.
  3. Select Export.
  4. Click Lists to IIF Files.
  5. From the Export window, check the boxes of the lists that you want to export.
  6. Hit Ok.
  7. Choose a location where you want to save it and click Save.

 

Learn more about exporting or importing .IIF files through this article: Export or import Intuit Interchange Format (.IIF) files.

 

You can use either CSV (Comma Separated Values) or XLS/XLSX when importing files in QBO. Thus, we'll have to convert your .IIF file into the supported file.

 

You can search for an IIF to CSV converter online, or open the IIF file on a blank Excel workbook and save it as CSV file. Once done, you can import your data to QBO.

 

Here's an article for a complete guide on how to import your QuickBooks Desktop (QBDT) file to QuickBooks Online (QBO).

 

Should you be needing more assistance performing the steps above, just let me know. I'm always here to help.

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Re: I manage a quickbook pro 2016 file that goes back to 1998, I made the mistake of importing it...

thank you for that information, I am still confused as to how do i only transfer 4 years of data instead of 20 years, thank you for your time

Jorge

QuickBooks Team

Re: I manage a quickbook pro 2016 file that goes back to 1998, I made the mistake of importing it...

Thanks for getting back to us, kim3bills.

 

Allow me to step in and clarify things out for you about importing data from QuickBooks Desktop to Online.

 

The importing process is irreversible. You need to manually delete those data and re-import them.

 

If your QBO subscription is still within 60 days after signing up, then you can delete your data and start over. This way, you'll be able to transfer 4 years worth of information instead of 20 years.

 

Here's how:

  1. Sign in to QuickBooks Online.
  2. Look at the URL in your browser's address bar. Delete everything after the last / and enter purgecompany.
        For example:
           Before: https://...qbo.intuit.com/app/homepage
            After: https://...qbo.intuit.com/app/purgecompany
  3. Click Yes to confirm the deletion process.
  4. Select Wipe data.
  5. Once the process is finished, you can start your books from scratch. 

Otherwise, you need to cancel your current account and start a new company file. Before proceeding, make sure to move your lists to this file. Once done, you can then import data from QBDT to QBO.

 

To cancel your current account, feel free to read through this article: Cancel your QuickBooks Online subscription or trial. It provides instructions and detailed steps for additional guidance.

 

To start a new company:

  1. Sign up for QuickBooks Online.
  2. Enter your user ID and password. You can use the same login credentials you used before.
  3. Optional: If you use payroll, sign up again on the Workers tab.

Should you need additional information about the solution above, please let me know. I'm always around to help you out.

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