cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

Migrating attachments from Quickbooks Desktop to Quickbooks Online

We are thinking of migrating from Desktop to Online but I read somewhere that attachments do not migrate. How do we get them into QB Online. They are very important to us.

Solved
Best answer June 07, 2020

Best Answers
Highlighted
QuickBooks Team

Migrating attachments from Quickbooks Desktop to Quickbooks Online

The Desktop and Online version have differences when it comes to handling information, Scott.


Attachments in QuickBooks Desktop are stored in the same folder with your company file as my colleague shared. You can create a copy of those attachments since it doesn't convert to QuickBooks Online. Yes, you're correct you'll have to manually attach them again to the transactions or client information once migration is complete. Here's how to add attachments: 

 

Customer Profile

  1. Log in to QuickBooks Online
  2. From the Sales menu, click Customer
  3. Locate and select the customer the file is to be attached. 
  4. Click Edit at the upper-right.
  5. From the Customer information window, click the Attachments tab. 
  6. Click the Attachments icon and open the file to add. 
  7. Hit Save

Add attachments to transactions

  1. Click the +New button from the left menu. 
  2. Select Invoice as an example. 
  3. At the bottom of the Invoice page, select the Attachments icon. 

You can also look into this article for more details on how we handle attachments in QuickBooks Online.

 

I'll be here if you need anything else. You take care always!

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Migrating attachments from Quickbooks Desktop to Quickbooks Online

Hi there, @scottrussell

 

Thank you for choosing QuickBooks as your accounting tools. I'm here to share additional information about QuickBooks Attached Documents. 

 

Transferring back up attachments in QuickBooks Desktop is unavailable. You'll need to manually backup of the “Attach” folder which can be found in the same location as your QuickBooks company file. For more information about this process, please refer to this article: QuickBooks Attached Documents: FAQs and common issues.  

 

I know how important it is to have this option to eliminate time-consuming. Rest assured, our developer's team is working hard to develop the best features to fit the needs of our customers. 

 

I've also attached this article to check the limitation on the export from QuickBooks Desktop to QuickBooks Online: What to expect when you switch from QuickBooks Desktop to QuickBooks Online

 

Please don't hesitate to reach back out to us if there's anything else you need. We're always here to help. Have a good one!

Highlighted
Level 2

Migrating attachments from Quickbooks Desktop to Quickbooks Online

I still dont understand. How do I get my already existing attachments into QB Online after migrating my company file?  Aren't attachments stored online with the company data? Do they all need to be "reattached" to their online record individually?

Scott Russell
IT Coordinator
Man in the Mirror
Highlighted
QuickBooks Team

Migrating attachments from Quickbooks Desktop to Quickbooks Online

The Desktop and Online version have differences when it comes to handling information, Scott.


Attachments in QuickBooks Desktop are stored in the same folder with your company file as my colleague shared. You can create a copy of those attachments since it doesn't convert to QuickBooks Online. Yes, you're correct you'll have to manually attach them again to the transactions or client information once migration is complete. Here's how to add attachments: 

 

Customer Profile

  1. Log in to QuickBooks Online
  2. From the Sales menu, click Customer
  3. Locate and select the customer the file is to be attached. 
  4. Click Edit at the upper-right.
  5. From the Customer information window, click the Attachments tab. 
  6. Click the Attachments icon and open the file to add. 
  7. Hit Save

Add attachments to transactions

  1. Click the +New button from the left menu. 
  2. Select Invoice as an example. 
  3. At the bottom of the Invoice page, select the Attachments icon. 

You can also look into this article for more details on how we handle attachments in QuickBooks Online.

 

I'll be here if you need anything else. You take care always!

View solution in original post

Need to get in touch?

Contact us