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Join nowI am taking over the accounting/bookkeeping for our homeowner's association. The accountant who had previously been doing the books on QB Desktop Pro 2020 sent me the backup file. I am on a Mac and have QB Online. I need help getting the file transferred to Online. Do I need to download a desktop trial first? If so, does it matter what version? And where can I get the trial?
Thank you for any assistance you can provide!
I'm here to ensure you can move the backup file from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), @debbiek405.
To successfully move the backup file from QBDT Pro 2020 to QBO, it will be necessary to download a trial version.
Since the backup file is downloaded from Windows, not on Mac, you'll need to have a Windows machine so you can download and install the trial. You don't need any codes to open the trial version, and please don't try to register it, as this could lock you out of QuickBooks. Once installed, you can restore the file and move it to QBO.
For the trial version to run smoothly on your computer, please ensure your system meets the minimum requirements.
Additionally, it is essential to know what features and data will be transferred during the migration process.
For future reference, I'll add these articles to help you get started and manage your transactions in QBO.
Please remember that you can always return whenever you require assistance moving your backup file or downloading the QBDT trial version. I'm always here to help you out.
I have downloaded the QB Enterprise trial and restored the backup file. I then signed in as the Administrator, and pressed Ctrl + 1 to pend the Product Information window. However, when I press Ctrl +B +Q, the export window does not open.
Thanks for reaching out to us, @debbiek405. Let's perform some troubleshooting steps to open the export window in QuickBooks Desktop (QBDT) so you can proceed with the migration.
To resolve common issues when using QBDT, I recommend downloading and installing the QuickBooks Tool Hub. Before doing so, ensure to update the program to its latest release. To do that:
Once done, use the tools available in the Tool Hub. For more information, please refer to this article: Fix common problems and errors with the QuickBooks Desktop Tool Hub.
If the issue persists, I suggest contacting our customer service team so they can determine the root cause of the issue. They also have the available tools to raise an investigation when necessary.
Furthermore, you can run reports in QBO to view important financial information about your business.
Keep in touch if you need further guidance about moving your QBDT data to QBO. We're always available in the Community to assist you. Stay safe, and have a good one.
I used the Quickbooks Tool Hub, and still can't open the export window
when I press Ctrl +B +Q, the export window does not open.
Open the sample file on the trial version of Enterprise, then press CTRL B Q. Did you encounter the same problem?
Hmm....I didn't see a sample file. Where would I find that?
You will find an option to open the sample file in the opening screen.
Thank you all for your suggestions…..I was able to get the accountant to send me the file in another format and have successfully transferred it to QB Online
Thank you all for your assistance. I was able to get the accountant to send me the file in a different format and I have now migrated it to QB Online
Hi there!
I'm glad to hear that 4Gal and my colleagues above, was able to assist in moving your backup file from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).
Don't hesitate to contact us if you need help managing your back up file or any QBO and QBDT-related inquiries. The Community is always here to lend a hand.
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