I have a license for QB desktop for my organization. A few months ago, I purchased QB Online, and attempted to migrate my QB data (the qbw file) from my on-prem installation, into QB Online - *with the help of a QB migration engineer*.
That did not work. Over the course of a week and several hours of calls, the engineer tried to move my data into the QB cloud, and failed. During that week, I could not (was asked not to) work on my QB data on-prem because it would change the .qbw file and it would need to be re-migrated.
After the week of unsuccessful attempts, I reverted to my QB desktop version because I could no longer afford to not work on QB.
Question for the community: Has this been a consistent or regular experience for some/most companies that have attempted the same thing? What is the solution? I could not migrate the file myself, the QB engineer could not either. Am I doomed to remain with the desktop version forever?
I'd love to assist you with migrating all your info from Desktop to Online. The process can be broken down into a few steps:
1. Get your desktop file ready
- Make sure QuickBooks is up-to-date.
- Check if your company file isn’t too big to export.
2. Import your desktop file to QuickBooks Online
- Log in as an admin to the company file you need to import.
- Go to the Company menu, then select Export Company File to QuickBooks Online.
- Select Start your export.
- Sign in as an admin to your QuickBooks Online company.
- If you track inventory in QuickBooks Desktop:
-Select Yes to bring them over, then specify the as of date.
-Select No if you want to set up new items later in QuickBooks Online.
Note: Only QuickBooks Online Plus and Advanced can track inventory. Both plans use the FIFO method.
- Select the Choose online company▼ drop-down, and choose the QuickBooks Online company you want to be replaced by your company file.
- Select Continue.
- Enter “Agree” in the text field, then select Replace.
- Select Yes, go ahead and replace the data, then select Replace.
These steps should get you going. I found an article that breaks down the process for you here. Also, I highly recommend checking out this Youtube video, as it demonstrates this process step-by-step. Let me know if you need anything else!
Thank you for the response. Both I and the QB engineer tried these (and many more steps) for the whole week, and none of them successfully imported/migrated the data into QB Online.
Thanks for touching base with us again, @kunalashar.
We don't want you to be left feeling like our products are wasting your time. We strive to be the best and if something's not working as expected, we'll make sure it gets resolved as soon as possible. That being said, I have noticed quite a few reports of this issue within the week, so I recommend touching base with our Support Team again so that this can be properly addressed and, if necessary, report it to our Product Development Team. You can follow these steps below to get in touch:
Keep us updated here in the thread. We're here to ensure this gets resolved for you. Hope you have a wonderful Tuesday!
If you are not using QBD 2020, try open your data file on the trial license of Pro 2020.
Make sure to open a QBO account prior to migrate.