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TracyAFY
Level 1

Converting from desktop to online

A client decided to go to QBO and I am attempting to export her desktop data to her QBO account. I have been added as an accountant user and her account shows up on my list, I'm able to access and open. However when I go to export the data from the desktop file, at the page where it asks what account do I want to export to, her company is not listed. I don't get it. Any ideas, something I need to turn on in her QBO file?

Thank you!

10 Comments
RenjolynC
QuickBooks Team

Converting from desktop to online

I'll share a couple of steps to help you export the data, TracyAFY.

 

When names are missing from the Destination lists, a data issue within a company file might be causing this. We can do the Verify and Rebuild to resolve any data file issues and restarting the export process.

 

Before doing so, please make sure to update your QuickBooks Desktop to the latest release. Then, follow the step by step instructions in this article: How to resolve issues when importing from QuickBooks Desktop for Windows to QuickBooks Online.

 

Once done, go back to Company > Export Company File to QuickBooks Online. Then, check to see if the company name is showing up from the Destination drop-down list.

 

You can also read this article for more information: Move your QuickBooks Desktop file to QuickBooks Online.

 

Otherwise, reach out to our Customer Care Team to investigate what's causing this behavior. Please make sure to check out our support hours here. Then, follow these steps:

 

  1. In your QuickBooks Desktop program, go to Help QuickBooks Desktop Help.
  2. In the Have a Question window, click the Contact Us link at the bottom.
  3. From the Contact Us page, select any topics.
  4. Under Here's how to connect with a QuickBooks expert section, click the Start a Message or Get Phone Number button.

If there's anything else you need, please leave a reply in this thread and I'll get back to you as soon as I can. Thanks.

Fiat Lux - ASIA
Level 15

Converting from desktop to online

@TracyAFY 

Make sure you are migrating from any supporting QBD version (i.e 2018-2021).

TracyAFY
Level 1

Converting from desktop to online

Thank you for this, I ended upgrading from 2018 to 2019 on my desktop and then my destination list populated with all the accounts. However, then I ran into another snag, it won't transfer the data over there, it's telling me to delete the employees in QBO (my client started entering stuff). I can't figure out how to delete an employee. 

 

Thank you!

TracyAFY
Level 1

Converting from desktop to online

Thank you for this, I ended upgrading from 2018 to 2019 desktop and then my destination list populated with all my accounts. However, I ran into another snag, it won't accept the data until I delete the employee info in QBO. I can't figure out how to delete that. It's just info at this point, no payroll has been run on the QBO.

 

Thank you!

JamesDuanT
Moderator

Converting from desktop to online

Hello there, TracyAFY.

 

The system detects that the employee names you're trying to import are already in QuickBooks Online. Hence, you are prompt with the said error. Here's how you can delete an employee profile:

  1. Log in to the affected QBO account.
  2. Select Workers on the left menu and go to the Employees tab.
  3. Select the employee profile and click the Edit employee button.
  4. Click Delete employee at the bottom and select Yes to confirm the action.

You can also use these links about employee profiles:

From there, you can attempt to move your list again. Useful links were already provided by RenjolynC.

 

Let us now if you need additional help with this. Have a great day!

TracyAFY
Level 1

Converting from desktop to online

I have deleted all of the employee info in QBO, no payroll was ever run, there is nothing in the payroll or employee files and yet it still won't do the export and gives me the error that I must Delete All Employees in QBO. 

It looks like I'll need a tech support to figure this out, it's so frustrating. I even did another upgrade on the desktop file to 2020, still getting the same message.

Joesem M
QuickBooks Team

Converting from desktop to online

Hello there, @TracyAFY.

 

I see you've been through a lot in exporting your client's data and I appreciate you for performing the steps provided by my colleagues.

 

I've checked our records here and found out an open investigation where customers are facing an issue about migrating from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) and getting the error message to delete all employees. 

 

Our engineers are aware of this and are working on a fix to resolve this as soon as possible. For now, I highly suggest reaching out to our Customer Support Team so they can get your account information and add you to the list of affected users just provide the investigation number INV-41539. This way, you’ll be notified of any updates on the progress of the investigation via email.

 

To contact us:

 

  1. Sign in to your QBO account.
  2. Go to Help and click on Contact Us.
  3. Enter your concern and select Let's talk.
  4. On the next screen, scroll down to the Choose a way to connect with us section.
  5. Choose Start messaging to initiate a discussion with a live agent or Get a call for callbacks.

In the meantime, we can follow the workaround shared by our engineers to export again the company data to QuickBooks Online.

 

Here's how:

 

1. Go to Company on the menu bar and select Export Company Data to QBO.

2. Follow the prompts to sign in to QBO and select the account you wish to migrate to.

3. Begin the migration.

4. After the progress bar goes to 100%, an error will appear saying the migration failed and the customer must delete employees from QBO.

5. In a few minutes, the data will be available within the QuickBooks Online account.

 

Once done, the data will be available in QBO after a few minutes.

 

Additionally, the following articles are good references to learn more ways of handling your QuickBooks data:

 

 

Thank you for your patience while we work for a fix. Please know that you can always get back to this post if you have any other questions. 

TracyAFY
Level 1

Converting from desktop to online

Thank you Joesem, I appreciate your detailed response. I have gone through all the steps and just got off the phone with the help desk, which told me exactly what you have outlined here. As I understand it, I should just keep trying to export it may do so or it may not, even with the error code. In the meantime your engineers are working on the known problem. So far, after multiple attempts my data has not migrated, but I will keep trying. Is there any estimate on when the fix might be complete? I am now on the update list, so I guess I'll hear from that source.


Thank you so much,

Tracy

ReymondO
QuickBooks Team

Converting from desktop to online

Thanks for getting back to this thread and following the steps provided by my colleague above, @TracyAFY.

 

As of the moment, we don't have a specific timeline on when will the current investigation will be resolve. 

 

Since you've already contacted our customer support, they will be adding your name to the list of the affected users. Then, they will send you updates via email once a fix becomes available.

 

For now, you can follow the workaround that was shared by our engineers. Just follow the instructions in the conversation above.

 

In addition, let me help you get started with QuickBooks Online once you finish setting up your company file. Just follow the steps in these articles:

 

 

The Community always has your back, so please let me know if you have other concerns or questions. Have a great weekend. 

Fiat Lux - ASIA
Level 15

Converting from desktop to online

@TracyAFY 

Have you tried purging your client's account and migrate the data? You may open a trial account prior to do so.

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

 

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