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Level 1

New Client - Migrating From Desktop to Online

I just signed a new client who recently fired her previous bookkeeper. They were running QB Desktop and I want to integrate them to QB Online.

I've seen some helpful articles and videos for transferring the files when one person or company holds both the desktop and online version. In my case, I will be receiving the desktop files from her old company, opening a new client in QB Online and uploading the files...ideally.

 

Any advice on how to do this smoothly would be greatly appreciated. Thank you!

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Best answer April 29, 2020

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QuickBooks Team

New Client - Migrating From Desktop to Online

Thanks for joining QuickBooks Community, jerry-BTSAffairs.

 

Before you migrate the company file from QuickBooks Desktop file to QuickBooks Online, please note that there's a limitation. Because of the feature differences, not all data will be converted. Please check this article for the details: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

The easiest way is to convert the file directly from QuickBooks Desktop. If you don't have QuickBooks Desktop on your computer, you can install our trial version. Then, ask a copy of a backup file from your client so we can convert it. We just need to follow all the steps in this article to avoid errors: Move your QuickBooks Desktop file to QuickBooks Online

 

You can also do this process with your client's QuickBooks Desktop if you don't want to install it.

 

Once done, please pull up a Profit and Loss report from both versions of QuickBooks and compare them. That way, we can check if the data match.

 

Post again here if you need more help with this. Have a great day!

View solution in original post

3 Comments 3
Highlighted
QuickBooks Team

New Client - Migrating From Desktop to Online

Thanks for joining QuickBooks Community, jerry-BTSAffairs.

 

Before you migrate the company file from QuickBooks Desktop file to QuickBooks Online, please note that there's a limitation. Because of the feature differences, not all data will be converted. Please check this article for the details: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

The easiest way is to convert the file directly from QuickBooks Desktop. If you don't have QuickBooks Desktop on your computer, you can install our trial version. Then, ask a copy of a backup file from your client so we can convert it. We just need to follow all the steps in this article to avoid errors: Move your QuickBooks Desktop file to QuickBooks Online

 

You can also do this process with your client's QuickBooks Desktop if you don't want to install it.

 

Once done, please pull up a Profit and Loss report from both versions of QuickBooks and compare them. That way, we can check if the data match.

 

Post again here if you need more help with this. Have a great day!

View solution in original post

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Level 1

New Client - Migrating From Desktop to Online

Perfect....thank you!

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Content Leader

New Client - Migrating From Desktop to Online

It's great to see you got the answers you were searching for here in the Community, jerry-BTSAffairs. You know where to come if you ever need assistance again in the future!

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