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odenconstruction
Level 1

Desktop export

When exporting from Desktop to Online QB I may have jumped the gun....."Everything" was exported!!  And now I can't clean up or delete or make inactive Customers, Vendors, Accounts, etc., etc. Just Can't-doesn't allow.

I want to subscribe to the online version but not if it's going to be more trouble than it's worth.

Or.....since this is still a trial version, should I cancel current company

2 Comments
Nick_M
QuickBooks Team

Desktop export

Hello, odenconstruction. 

 

It can feel like a lot of work, transferring over all your information from one product (Desktop) to another (Online) but i'll give you a few tricks and tips you can try, that will get your Online account all set up, just how you want it. 

 

First, I'm providing you with a link that breaks down the transfer process. It includes a step-by-step, as well as an instructional video. 

 

- Move your QuickBooks Desktop file to QuickBooks Online

 

Once you've completed those steps or if you need assistance with them, I suggest reaching out to our support team. To do that, sign into your QuickBooks Online account and follow these steps:

 

  1. Click the help (?) icon at the top right
  2. Choose Contact us
  3. type your issue in the new text box
  4. Click Chat with an agent now or get a call back

Depending on which method you decided (Chat or Call back) you'll either be automatically connected to a live agent via chat or you'll receive a call from the next available agent to further assist you. 

 

If you have any other questions. I'm just a few clicks away. 

 

Thank you and have a nice evening. 

Fiat Lux - ASIA
Level 15

Desktop export

@odenconstruction 

Utilize the trial period of a 3rd party tool to delete any inactive List (e.g Customers, Vendors) in your QB Desktop data file prior migrating to QBO. QBO isn't allowed to delete any List data.

https://transactionpro.grsm.io/qbd

 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you have to pay the regular price.

https://quickbooks.grsm.io/US

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

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