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pitts2-mail-brow
Level 1

QBD Pro 2020 to QBO Plus Online - can I pick a specific day to import from?

Hello Everyone,

 

I have a client with (3) separate QuickBooks Pro Desktop 2020 companies, and all of them have over 5 years of data. The client wants to switch over to QuickBooks Online, but they want to start fresh by only bringing in transactions from 2022, when the new year is fresh.

 

Is there a way to import desktop data from a certain time frame on? Can I select, say import data from January 1, 2022 only? And then manually enter in any balances that I need to?

 

Thank you

2 Comments 2
Archie_B
QuickBooks Team

QBD Pro 2020 to QBO Plus Online - can I pick a specific day to import from?

Thank you for letting us know, pitts2-mail-brow.

 

I'd like to share some information about moving your company file from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

 

Once you're ready to import your file from QBDT to QBO, you'll need to take note of the following:

 

  • You can only move a company file within 60 days after signing up to QuickBooks Online.
  • Some of your list and reports can only be converted because of feature differences.
  • If you already set up payroll in QuickBooks Online, you may only move your list instead of your company file.

 

Also, you need to make sure your QuickBooks Desktop is up-to date. I'll show you how you can manually update QuickBooks to its latest release.

 

Here's how:

 

  1. Go to Help menu at the top.
  2. Choose Update QuickBooks Desktop.
  3. Select the Update Now tab.
  4. Click on Get Updates button.

 

Once done downloading the updates, make sure you restart QuickBooks to install all updates.

 

I've also added this article for more information about moving your company file from QBDT to QBO: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Get back to us if you need further assistance or you'd like to ask other questions about it. We'll be here to help. Have a great weekend.

Fiat Lux - ASIA
Level 15

QBD Pro 2020 to QBO Plus Online - can I pick a specific day to import from?

@pitts2-mail-brow 

Ensure your client, if they need to migrate 3 company files from QB Desktop, they should purchase 3 QB Online accounts.

https:// quickbooks.grsm.io/US

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

 

In term of cost, I would recommend to purchase a one time license of QB Desktop 2020 (at a lower price) or QB Desktop 2021 to manage multi company files. Setup a private cloud environment with a simple solution to let remote users access the file by internet in multiuser mode.

 

If they still decide to migrate data to QB Online, run the Condense Data utility to remove older transactions on QB Desktop. You will be able to migrate the condensed data from a certain timeframe.

 

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