Targets Calculation

Just to clarify your needs, why do you consider switching to QB Online? If you wish to access your file by internet connection, you have a couple options to explore.

Hi there, @Rehan20.

I'd be glad to help you prepare your feasibility report about conversion of QuickBooks data from Desktop to Online.

To convert your QBDT data to QBO, the Desktop file must be less than 350,000 targets. Some transactions has only one target such as Payment and Transfer. The rest has three targets and above. Here's how to check the targets in your QBDT file:

1. Open your QBDT company file and access Product Information, here are the shortcut keys:
   -​​​​​​​Windows: Press F2 on your keyboard.
   -​​​​​​​Mac: Press CMD (?) +1 on your keyboard.
2. Check the Total Targets number. Please refer to the screenshot below:

If the QBDT company file's target didn't exceed to the limit, you can continue exporting your files to QBO. If you've encountered other performance issues, you can proceed to condensing the files. For more information about the process, please refer to this article: Condense your QuickBooks Desktop file for import to QuickBooks Online.

Should you encounter any errors or issues in converting the files, this article can help you all the way: Move your QuickBooks Desktop file to QuickBooks Online. This also contains future references such as connecting your bank and tracking your bills.

I'll be one click away if you have other concerns or questions. Have a wonderful day ahead.

Hello there

Thank you so much for your suggestion. Can you please guide me more about other options ?

...

Be sure to check to see if QBO has the functions you rely on in desktop

a non partisan comparison of QBO vs QB desktop 
http://onsale-apparel.com/Rustler/qbo-or-qbdt 
(cost comparisons are at the end of the article)

Someone suggested using condense, if you try it and if you are successful, be sure to run all pertinent financial report before and after and compare them - 100% accuracy is required. (that happens about 60% of the time)

It's been a nightmare for my company. I've tried to condense my file several times (525k targets) and the file size reduces, but not the targets. I called them MULTIPLE times to assist and they state they can't have their team help with the migration online until I can get my file under 525k targets. Well, that is the issue I am having and needed their help! I've tried their condensing all the way to only 1 year, just the current year, and the targets were STILL stuck at 525k. They gave ZERO solutions on what I would then need to do. 

So I paid for QBO Enterprise and I'm paying for QB desktop enterprise and their "support" is not helpful at all.  Why I can't just export at least the last 2 years of data and put it into QBO I don't know.

Hi @Medexhco Was this issue resolved?

Hello, Sarvagya.  

I've checked our records to see if there's an open investigation similar to yours and, I've found none.   

I recommend you to get in touch with our Customer Support Team. This way, a representative can review your account information in a secure space and extra tools to help you further with this. 
 
Here's how:

1. Sign in to your QuickBooks Online company. Then click Help (?).  
2. Click Talk to a human.  
3. Choose Talk to a human.  
4. Enter your concern.  
5. You can either select Get a callback or Message an agent to get a representative on the line.   

To make sure you'll get prioritize to your concern, please check the availability time of or customer support team. You can contact us every Monday to Friday from 8 AM - 6 PM. Also, phone support may be limited due to volume.  

Reach out to me if you have any questions or other concerns. I’ll jump right back in to answer them for you. Have a good one.

@Sarvagya 

Did you try to condense your file to lower your Total Targets < 350K? Do you need to migrate data from QB Desktop US to QB Online US version or else?

There is now a new target limit 750K with QB 2021 and up to QBO Advance

I am also doing the same due diligense but have found a serious Bug with the condense process which I reported here:

https://quickbooks.intuit.com/learn-support/en-us/other-questions/inventory-flaw-in-condense-when-an...

There is an Inventory Flaw in Condense when an Item is Invoiced before it is Billed.

After Condense the Item is back in Inventory at the original purchase value even-though it had already been solved.

This happens in the latest version of QB 2022 with the latest patches and older ones with either Condense Inventory Option.

I am converting from 2012 version and your instructions don't get me to the page where the targets calculation is listed.

Hello, @Rnyikos64.

I'll make sure you get to open the Product Information window so you'll see the target calculation of your QuickBooks Desktop (QBDT) company file.

The Product Information window will show all the information you need about your product and license numbers, usage data, and file information. Regardless of your QBDT version, by pressing F2 or Ctrl + 1 (QuickBooks for Windows) or Command + 1 (QuickBooks for Mac), you'll be able to get to the Product Information window.

To help you navigate your way around QuickBooks using keyboard shortcuts, please see this article: Keyboard shortcuts in QuickBooks Desktop.

Once everything is all set and you're ready to convert your QBDT data to QuickBooks Online (QBO), you can refer to this article for the complete guide: Move your QuickBooks Desktop file to QuickBooks Online.

If there's anything else you need or you have other concerns about moving your QBDT file to QBO, I'm always ready to help. Take care, and I wish you continued success, @Rnyikos64.

Has anyone at Intuit looked at the bug I reported that condense is broken for Items that have been Invoiced with earlier date than their Bill?

Also will Targets be increased again and to what amount?

Welcome to the Community forum again.

If you report an issue within the product, rest assured that someone from our dedicated teams has reviewed it.

Still, I'd like to ask if there was an error message when condensing your file and specific issues. You can also provide a screenshot so we can determine that kind of behavior. 

In addition to that, there isn't any increase in the total targets. To learn more about this, here's a link you can check out: Condense your QuickBooks Desktop file for import to QuickBooks Online.

Moreover, I've attached some relevant articles you may review to learn more about condensing and how to move QuickBooks files: 

• Use the Condense Data utility
• Move your QuickBooks Desktop file to QuickBooks Online.

Don't hesitate to comment below if you have further concerns about condensing your data in QuickBooks Desktop. I'll be glad to help always. Keep safe!

@pchamorro 

The more data you register, the bigger the Total Target will be.

Thanks for your response Rubielyn_J.

There are no error messages, the problem is functional:  Inventory Items with sales that occurred before their purchase are somehow bringing back to inventory the original inventory value after condense even though that inventory was already sold.

This is a deal breaker for migrations from QB to QBO in some industries where sale before purchase is more common.

If Intuit is willing to work on this bug I will be happy to show the problem in private.

Best Regards, Pedro

Thanks for getting back with the Community, pchamorro. I appreciate your detailed information.

Since inventory which was already sold is being brought back into your books when condensing data, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research with you (they can perform screen shares), and create an investigation ticket if necessary.

They can be reached while using QuickBooks.

Here's how:
 

1. In your top menu bar, go to Help, then QuickBooks Desktop Help.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a brief description of the issue in our Ask a question (or tell us what's wrong) field, then hit Continue.
   
   
    
4. Select We’ll contact you for a callback or Message Us to start an instant messaging session.

Be sure to review their support hours so you'll know when agents are available.

If there's any additional questions, I'm just a post away. Have an awesome day!

F2 did not work for me (using Windows.) I had to use Ctrl+1 to open the Product Information window.

total targets:  A target is essentially a detail line or item line in a transaction. For example, if you had an invoice with 10 lines, it would take up 10 targets.