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Level 3

converting desktop 2018 to QBO error

Hi,

I am attempting to convert a client from Quickbooks Desktop 2018 Pro to QBO.  When trying to export, it says it cannot export due to an error but does not say what it is.  I am logged in as the admin, single user.  The file is located on a server so I am not sure if that is what is causing the error.  It gives a publication to look at, but none of those seem to apply.  Anyone else have this issue and if so how do we resolve.  One idea I had was to back up the file to a drive and install on a more current version of quickbooks desktop on my computer and try to upload from my version (2021).  

thanks in advance! 

Jeannette

11 Comments
QuickBooks Team

converting desktop 2018 to QBO error

Hello, @jeannettepizarr.

 

Let me share some information so you'd be able to convert your QuickBooks Desktop company file to QuickBooks Online.

 

Here’s a step-by-step instruction: 

  1. Review some critical information before converting your file.
    • You must be logged as the administrator.
    • Turnoff multi-user access.
      1. Click File.
      2. Choose Utilities.
      3. Select Host Multi-User Access.
      4. Click Stop Hosting Multi-User Access to turn it off.
    • Create a back-up copy of your company file.
  2. Export your QuickBooks Desktop company data.
    1. Open your company file.
    2. Click Company from the menu tab.
    3. Choose Export Company to QuickBooks Online.
    4. If you don’t see the Export button, update your QuickBooks Desktop to the latest version.undefined

       

  3. Connect to QuickBooks Online and import your data.
    1. Click the Start your export button.
    2. Log in using your QuickBooks Online username and password.undefined

       

    3. If you have inventory, choose how would you like to be transferred to QuickBooks Online.
    4. Click Continue.
    5. If you have multiple QuickBooks Online account, choose where you want to transfer your QuickBooks Desktop file.
    6. Select OK, got it!

Once completed, you’ll receive an email notification as a confirmation.

 

Also, you can read through these articles to learn more ways of handling your QuickBooks data:

You can always get back to me if you need more help with QuickBooks and its exporting processes. I'd be glad to help.

Level 15

converting desktop 2018 to QBO error

@jeannettepizarr 

You have to disable the multi-user prior to migrating to QBO. Make sure your Total Targets < 350K.

https:// quickbooks.grsm.io/US

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

 

 

Level 3

converting desktop 2018 to QBO error

Yes both of these confirmed already. 

Level 3

converting desktop 2018 to QBO error

these are the instructions I followed already.  Thx

Level 15

converting desktop 2018 to QBO error

@jeannettepizarr 

Is it resolved? Did you encounter the same issue?

QuickBooks Team

converting desktop 2018 to QBO error

Let me help you, Jeannette.

 

You can save the file in the local drive instead. Once done, export the data again.

 

For more details in converting the file, you can check this article: Move your QuickBooks Desktop file to QuickBooks Online.

 

Get back to this thread if you need more help. We'll reply as soon as we can. 

Level 3

converting desktop 2018 to QBO error

Thank you. I converted to my desktop and i am still getting the error.  

Error in processing data

 

Best

Jeannette

 

QuickBooks Team

converting desktop 2018 to QBO error

Hi Jeannette.

 

Thank you for following up with us. I appreciate the steps you've performed to isolate the issue. I'm here to ensure you'll be able to convert your file to QuickBooks Desktop (QBDT).

 

An initial step, I recommend keeping your QuickBooks up-to-date to fix some commonly known issues. Here's how:

 

  1. Go to the Help menu, then select the Update QuickBooks Desktop tab.
  2. Go to the Update Now tab. You can select the Reset Update checkbox to clear all previous update downloads.
  3. Select Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.
  5. When prompted, accept the option to install the new release.

 

Once done, proceed with importing your file to QuickBooks Online. You can use this article for your guide: The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online.

 

On the other hand, it would be my pleasure if you can share the specific error message during the conversion process. This way,  I can gather enough resources and share with you the right amount of information. 

 

Moreover, you can check out the different solutions from this link for more tips about fixing errors when converting from QuickBooks Desktop to QuickBooks Online.

 

If you need additional assistance, you can also connect with our live Support. This way, an agent can check and review the error further. For the support's contact information, you can open this link: Contact QuickBooks Desktop support.

 

Please let me know how else I can help you with QuickBooks or when converting your file to QBO. I'm always here to help. Have a good one!

Level 15

converting desktop 2018 to QBO error

@jeannettepizarr 

As another option, install the trial license of QBD 2019 to upgrade your file prior to migrating to QBO. If the same error persists, your file may be damaged.

Level 3

converting desktop 2018 to QBO error

Thank you. I did transfer the file to mac 2021 accountant and It still would not upload to online....Quickbooks said they could take the file and "fix it manually" but that could take a week and we cannot be without the file for a week...

Level 15

converting desktop 2018 to QBO error

@jeannettepizarr 

You may have 2 options:

1. Purchasing a 3rd party file repair service, or

2. Purchasing a 3rd party conversion service to QBO

 

You may need less than a week to get it done, if your data is not big (i.e Total Targets < 350K)

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