Data Transfer; Payroll

I got your back, Tackett0898.

Let's work together to move your data to QBO the second time around.

An incomplete export or being stuck at a certain percentage can be due to a lost network connection or data issues. Please be sure you have a stable connection. Then, run the Verify and Rebuild data utilities to check and fix any data issues your file has. You can follow the steps in this article: How to resolve issues when importing from QuickBooks Desktop for Windows to QuickBooks Online.

I would also like to share that a good indication of successful data transfer is when both online and desktop platforms have the same Profit and Loss and Balance Sheet reports. You can run them on both platforms after exporting your data. Just set the date range to All.

In QuickBooks Online:

1. Go to Reports.
2. Select Profit and Loss or Balance Sheet.

In QuickBooks Desktop:

1. Click the Reports menu.
2. Company Financial.
3. Select Profit and Loss Standard or Balance Sheet.

You can also check out the video tutorials for QBO in case you need references in the future.

Let me know if you have questions along the way. I'm just right here to continue helping you.

Thank you for the help.  I did everything twice and the data still won’t complete the transfer.  It gets 90-95% finished and freezes.  The connection is good and QB says there is nothing wrong with the data.  Any suggestions?

is there a way to revert my online data to the day I initially transferred it the first time?  

I have payroll due on Friday and as of now no way to do it.  

@Tackett0898 

How big are your Total Targets? You are unable to purge QBO Simple Start and have to open a new blank one to migrate from scratch.

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The original transfer and everything was about two weeks ago

I can only imagine the hurdle you've done to fix the issue when transferring payroll data to QuickBooks Online, @Tackett0898.

Since you're still experiencing the same problem, I suggest making sure that your QuickBooks Desktop version is up to date. To do that, follow these steps:

1. Open the Help menu and choose Update QuickBooks Desktop.
2. Click on the Update Now tab. Note: You can choose the Reset Update checkbox to delete all previous update downloads.
3. Choose Get Updates to start the download.
4. If the download finishes, restart QuickBooks.
5. If prompted, accept the option to install the new release.

If the issues persist, I recommend contacting our Customer Care Support. They'll be able to look into this matter further and give you the best resolution to your concern.

Feel free to reach us back if you have additional queries regarding data management or QuickBooks in general. I'd be glad to assist always. Keep safe.

@Tackett0898 

Open your company file on QB Desktop and hit CTRL 1 keys. How big are your Total Targets?

Total targets is 28,951

You should be able to migrate data without any issue. Try running the Verify/Rebuild Data utility.

I've got another way you can perform to resolve the issue, Tackett0898.

You can try condensing your company file. This helps reduce the overall size of your file and migrate it to QBO. I'll walk you through the steps on how to do it:

1. From the QuickBooks File menu, select Utilities and then Condense Data.
2. Click on Yes to the message Budget data may be moved during cleanup. Do you want to continue anyway?
3. In the Condense Data window, select Transactions before a specific date.
4. Use the Date field to select a date. QuickBooks will remove closed transactions on or before the date you choose.
5. Hit Next.
6. Select a method to summarize the transactions you're removing, then Next. If you're not sure, tap on Help me choose.
7. (Optional) Click on any of the checkboxes for the dialog boxes that follow, then hit Next.
8. Select Begin Condense.

If you can successfully migrate them, ensure to run the financial report suggested by my peer Jess to ensure the accuracy of your data.

You can ask for help anytime. The Community is 24/7 ready to assist your need.