Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I would like to speak to a human regarding transferring my accounting information from my Quickbooks Desktop to my Quickbooks Online service. Pls call me (xxx) xxx-xxxx.

 
2 Comments
QuickBooks Team

I would like to speak to a human regarding transferring my accounting information from my Quickbooks Desktop to my Quickbooks Online service. Pls call me (xxx) xxx-xxxx.

I can assure you that I'm as human as they come, and I'm here to help you resolve your issue, @bkh1958.

When moving your data from QBDT to QBO, you'll have to make sure that you're using a supported version. You can install the trial license of QuickBooks 2020. This way, you'll be able to export your data to QBO from the trial version.

 

Once done, follow these steps:

  1. Open your company file using the trial version.
  2. Go to Company and select Export Company File to QuickBooks Online.
  3. Select Start your export.
  4. Sign in as an admin to your QBO company.  
  5. Follow the remaining on-screen instructions.

 

For more detailed steps, refer to this article: Move your QuickBooks Desktop file to QuickBooks Online.

 

Know that there are limitations when you convert your file. That includes the attachments, audit trail, and recurring transactions. 

 

Once done, I'd recommend running the Profit and Loss and Balance Sheet reports to ensure that you transferred your data correctly. To verify your reports in both products, filter the date period to All Dates and the accounting method to Accrual. For more information, check out this article: What to do after converting from QBDT for Windows to QBO.

 

Also, the Community is a public forum, which is why we're unable to open accounts or review cases. We encrypted your phone number to secure sensitive information. 

 

If you want to continue with the troubleshooting through our phone support, please give them a call through the Help menu. They can help guide you with the steps. You can review our support hours to ensure they can assist you on time.

 

Here's how:

  1. Go to Help.
  2. Click on Contact Us.
  3. Enter your questions or concerns and click on Let's talk.
  4. Choose either Start a chat or Get a callback.

 

I’m always here if you need further assistance. Take care.

Level 15

I would like to speak to a human regarding transferring my accounting information from my Quickbooks Desktop to my Quickbooks Online service. Pls call me (xxx) xxx-xxxx.

@bkh1958 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 3 months. If you purchase from the trial account, you have to pay the regular rate.

https:// quickbooks.grsm.io/US

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

 

 

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us