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ccwt
Level 1

Converting from Desktop to Online

Hi,

We are just starting a conversion from QuickBooks Desktop Pro to QuickBooks Online.  Our version of QB Online only supports 250 entries in the Chart of Accounts.  We have 257.  Does the import process bring in only Active accounts or will it bring in all accounts?  Thank you. 

3 Comments 3
Anna S
QuickBooks Team

Converting from Desktop to Online

Hi there, @ccwt.

 

I hope all is well. Allow me to provide some more information about importing your Chart of Accounts to QuickBooks Online.

 

When exporting your Chart of Accounts, all of your existing accounts that have been created in Desktop will import into QuickBooks Online. This includes the ones that you've made inactive as well. 

 

Once they've been imported to your new Online account, you can make them inactive again and create new accounts if you need them. This article will be useful in the exporting process: Move your Chart of Accounts to QuickBooks Online.

 

Feel free to post below if you have any other questions. Take care!

ccwt
Level 1

Converting from Desktop to Online

Thank you, Anna. 

I understood that the process for moving from Desktop to Online was simply a matter of creating the import file from the desktop version and importing that into the Online version.  The import file created would include the chart of accounts as well as the transactions and all would be imported together.  The referenced document seems to imply that a separate spreadsheet should be used.  I'm hoping that is not the case.  Thank you for your input. 

ccwt

Mark_R
QuickBooks Team

Converting from Desktop to Online

I appreciate you getting back to us, @ccwt.

 

Allow me to provide additional information about converting QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

 

You're correct. When moving your QBDT file to QBO, all the transactions and the chart of accounts will be imported together. However, since your QBO version only allows 250 accounts, it won't import your 257 entries. As stated by my colleague above, you can make the accounts inactive again and create a new one.

 

Also, the article shared above is to move your chart of accounts from another company file. And you're right, it'll let you create a separate spreadsheet to import your chart of accounts. But we don't recommend doing it since you already converted your company file to QBO. Thus it might cause duplicate accounts.

 

You can also read these articles to know what data doesn't convert and what to do after converting from QBDT to QBO:

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day and keep safe.

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