Migrating from Desktop to Online - downgrading

I can share some information about migrating from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), @info1449.

Yes, you're right! You can migrate from QBDT Enterprise to QBO. However, please take note of the following information before moving to QBO:

• After signing up for QBO, you have 60 days to move a company file.
• If you've previously set up payroll in QBO, move your lists instead of your company file.
• Because of feature limitations, some of your lists and reports will not be converted.

After creating a QBO account, follow the steps outlined in the following article to import or migrate your company file: Move your QuickBooks Desktop file to QuickBooks Online. It contains tutorials that will walk you through the steps visually.

Once done, see the following article to check what information doesn't convert when you migrate: What to expect when you switch from QuickBooks Desktop to QuickBooks Online. 

Once you're all set, you might want to utilize this article in knowing your ways around QBO: Learn about QuickBooks Online with how-to videos.

Keep in touch if you have clarifications about the migration process. I’m more than happy to answer them for you. Keep safe and have a good one!

@info1449  

Just to clarify. Why do you consider migrating to QB Online? You can still use your QBD 2018 Enterprise and setup a private cloud solution if required. Any other concerns?

As a nonprofit we can get a significant discount on QBO. A cloud solution for QB Enterprise costs significantly more than we are able to spend at this time. And we don't really use all the features that Enterprise has - we've only been using it because it was donated to us.

Yes, you are correct. You can get a special price to use QBO Plus or Advanced for Non Profit. Install the trial version for QBD 2022 to upgrade your file and migrate to QBO. Open the your file on QBD, hit f2 key, and make sure your Total Targets < 350K prior to migrating it. Otherwise, run the Condense Data utility to lower your file size or purchase a 3rd party service to migrate your historical data.

The link to the tutorials to migrate Desktop to Online is not working. Can someone help me please. I need to migrate bok my QB Accountant Desktop 2022 to QB Online as well as our payroll.

Let me help migrate your date from  QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), mdightman.

You'll want to review the whole process of converting files from QBDT to QBO. You can have this article handy for your reference: Move your QuickBooks Desktop file to QuickBooks Online.

For your payroll data, most of it will not transfer to QBO.O. Paychecks created from QBDT will be converted as regular checks. There will be a lump sum import of the current year's paycheck information and may need to enter a prior payroll for the past year-to-date payroll info for each employee.

Learn more about what can and cannot be imported when switching from QuickBooks Desktop to QuickBooks Online: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

I've got you the steps on how to enter previous payroll. If there are no paychecks created yet, here's how to edit prior payrolls:

1. Go back to Payroll and select Finish adding your team.
2. Select the employee.
3. Scroll down and select Enter [current year] prior pay details.

You can also refer to this guide for more details: Set up a prior payroll for QuickBooks Online Payroll.

If you're still unable to migrate the data from QB Accountant Desktop 2022 to QBO, you'll need help from our QuickBooks Care Team. They can open your account and help add the historical paychecks for you.

Here's how:

1. Go to Help.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Hit Search for something else.
5. Enter Watermark on 941 Form in the Tell us more about your question: field.
6. Click Start a Message.

Also, here's an article you can read to learn more about our available support: Support hours and types.

We have easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBO. Below are the following:

• All QuickBooks Tutorials.​
• QuickBooks Webinars.
• Help Articles.

You can always get back to me if you need further help managing QuickBooks Online. Have a nice day.

@mdightman 

Do you need to migrate data from QBD 2022 US Accountant to QBO US version?

https:// quickbooks.grsm.io/US

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

Make sure of the limitations when you migrate them. You have to migrate some data manually (e.g Payroll). Another option, you can purchase a 3rd party conversion service.