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parkwaypal
Level 2

Just switched from desktop to online qb...how do I transfer my history?

 
Solved
Best answer February 27, 2020

Best Answers
parkwaypal
Level 2

Just switched from desktop to online qb...how do I transfer my history?

8 Comments
Fiat Lux - ASIA
Level 15

Just switched from desktop to online qb...how do I transfer my history?

Did you migrate to QB Online or QB Self-Employed?

parkwaypal
Level 2

Just switched from desktop to online qb...how do I transfer my history?

self employed.  it appeared ALL the packages were online

 

Catherine_B
QuickBooks Team

Just switched from desktop to online qb...how do I transfer my history?

I'm here to help you bring up your historical data into QuickBooks, parkwaypal. 

 

Just a heads up, there can be limitations when moving historical data since desktop and online have different features. For QuickBooks Self-Employed (QBSE), we can manually import the transaction for the dates that we want. I suggest saving the data through our supported file format (CSV). 

 

Once converted, here's how to import them:

  1. Let's log in to your QBSE account
  2. Click the Gear icon at the upper-right. 
  3. Select Imports
  4. At the bottom, select the import transactions link. 
  5. Click Browser to locate and open the saved file. 
  6. Let's make sure that the column name matches the imported file. 
  7. Click Continue and then OK

If we're using another QuickBooks Online plan instead of QBSE, we can look into these references on how to move our data and those that won't be converted.

 

I'm here if you need more help. Just mention my name. Thanks!

parkwaypal
Level 2

Just switched from desktop to online qb...how do I transfer my history?

Thank you so much!!  Now, how do I back up my data as csv?  the only option I get for backup is qbb.

Fiat Lux - ASIA
Level 15

Just switched from desktop to online qb...how do I transfer my history?

@parkwaypal 

Utilize the 3rd party tool to export your transaction data and list to CSV files.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

parkwaypal
Level 2

Just switched from desktop to online qb...how do I transfer my history?

SMcAlister
Level 1

Just switched from desktop to online qb...how do I transfer my history?

Catherine, a similar question. We just purchased Desktop Pro 2020 with the intent to use it for our small business. Since we can only use it on one computer we are considering using the online essential option instead. Can the history in our program be migrated to the online version, and can we return the recently purchased item? *we opened the business in January 2020 so recreating the content would not be impossible. Thanks - Salena

Fiat Lux - ASIA
Level 15

Just switched from desktop to online qb...how do I transfer my history?

@SMcAlister 

First, open your QBO account

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

Then migrate your data file from QB Desktop to QB Online

go to menu File > Utilities > Copy Company File for QuickBooks Online

Keep in mind about the limitation of migration.

 

Once it is migrated, ask for the fund if you are still eligible

https://quickbooks.intuit.com/learn-support/en-us/return-intuit-product-or-license/return-a-quickboo...

 

Good luck!

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