Looking to transition from QB Desktop Enterprise to QBO. We are also changing from Fishbowl to SOS Inventory around the same time. To setup our new inventory system for user testing we need to have customers and vendors in the system. SOS support said that it is easiest to load vendors and customers from QBO, but we will only have that once we do the migration. In this scenario I would also have to integrate QBO to Fishbowl until SOS is ready to implement. My real question here is if I take a backup file from QB desktop and upload it to QBO and connect to SOS, would I be able to load another QB desktop backup file again in the future in order to get the most up to date information? Or is there a way to just load in customers and vendors into QBO to connect to SOS then disconnect and connect with Fishbowl?
There are a few considerations when converting QuickBooks versions from Desktop to Online due to feature differences. It's possible that the applications we have might not be as well compatible with our QuickBooks Online account. You can directly call from SOS and Fishbowl support for them to walk you through the integration and limitations.
Make sure your Total Target in your current QBW file is less than 350K. Hit f2 key or ctrl+1 to check the size. If it shows > 350K, you have to condense the file prior migrating to QBO Plus or Advanced.
You may have 2 options to update your QBO data later:
1. Do a first data migration to QBO as trial and connect it to SOS. Then do a second data migration to QBO to replace the first one completely.
2. Consider dual bookkeeping for the time being (e.g 30 days). Utilize TP Exporter for QBD to export the data out to XLS and TP Importer for QBO to import the data.