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New Quickbooks Online Subscription

If I buy a subscription to Quickbooks Online (currently have Quickbooks Desktop), will all of my company information transfer over automatically or will I have to back up everything and start from a brand new company?

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Best answer 03-12-2019

Accepted Solutions
QuickBooks Team

Re: New Quickbooks Online Subscription

Nice to have you in the Community again, @mermaidgurl. I can provide clarification on migrating from QuickBooks Desktop to Online. 

 

You can import your Desktop information into QuickBooks Online, however, there is some information, such as import limitations, that's recommended to be reviewed before converting. I'm including an article that provides further insight into this and the steps to import the file: Convert QuickBooks Desktop File to QuickBooks Online.

 

Naturally, it's also often recommended to retain backups in case you should ever need them. The old adage of "it's better to have something and not need it, then to need something and not have it," can certainly ring true with data at times. 

 

Lastly, should you convert to QuickBooks Online, I recommend the following resources, which are designed to help a user become acclimated with the software: QuickBooks Tutorials.

 

These links are a good place to start when looking at converting from Desktop to Online. 

 

I'd be delighted to answer any additional questions should you have any. Take care. 

6 Comments
Experienced Member

Re: New Quickbooks Online Subscription

You can transfer it all. Normally, QB desktop will automatically back up your files. I just made the switch last week.

QuickBooks Team

Re: New Quickbooks Online Subscription

Nice to have you in the Community again, @mermaidgurl. I can provide clarification on migrating from QuickBooks Desktop to Online. 

 

You can import your Desktop information into QuickBooks Online, however, there is some information, such as import limitations, that's recommended to be reviewed before converting. I'm including an article that provides further insight into this and the steps to import the file: Convert QuickBooks Desktop File to QuickBooks Online.

 

Naturally, it's also often recommended to retain backups in case you should ever need them. The old adage of "it's better to have something and not need it, then to need something and not have it," can certainly ring true with data at times. 

 

Lastly, should you convert to QuickBooks Online, I recommend the following resources, which are designed to help a user become acclimated with the software: QuickBooks Tutorials.

 

These links are a good place to start when looking at converting from Desktop to Online. 

 

I'd be delighted to answer any additional questions should you have any. Take care. 

Established Community Backer ***

Re: New Quickbooks Online Subscription

Make sure you understand the usage limits that were recently instituted for the original 3 versions of QBO.

https://quickbooks.intuit.com/community/Help-Articles/What-are-usage-limits-in-QuickBooks-Online/m-p...

Established Community Backer ***

Re: New Quickbooks Online Subscription

@ all

and before you make the change, check this to see if the functions you rely on in desktop even exist in QBO.  a non partisan comparison of QBO vs QB desktop
http://onsale-apparel.com/Rustler/qbo-or-qbdt
(cost comparisons are at the end of the article)

 

Established Community Backer ***

Re: New Quickbooks Online Subscription

Some features not in desktop, that are in QBO:
- easy access for remote accountant
- remote accountant sees key info in client portal
- large assortment of add-on apps allows you do anything that desktop can, and more
- bank feed included - no extra cost
- bank feed comes in automatically every night (or with one click)

- can import CSV file to bank feed
- bank feed automatically guesses payee, class and account allocation based on history, without rules
- batch reclassify account, payee or class in bank feed
- batch reclassify account or class (in QBOA)

- batch reclassify account for expenses

- deleting bank transaction in register puts it back in bank feed
- batch delete of posted downloaded bank transactions
- excluded item in bank feed can be recovered
- classes in bank rules
- bank register and transaction shows if it was downloaded or not, and bank details
- shows class in register
- hover in register to see split
- recent transactions with one click
- access audit log from transaction
- audit log always shows user who who did the action - not "admin"
- accept ACH payments, for free, including recurring
- QB Payments settlement posted to books automatically
- "Location" feature offers another layer of categorization
- post multi-line AR and AP transactions in a journal entry
- export to Excel, opens the file in Excel. Not so with desktop used remotely
- can copy and paste almost anything
- can import inventory count from Excel, with quantities, and adjustment is created if quantity is different
- all prior year W2s archived, not just last year's

Super Explorer *

Re: New Quickbooks Online Subscription

thank you for your help