QBO Conversion from desktop Open Invoice beginning balance

1. Select Sales, then select Customers.
2. Select the customer.
3. Select the Opening Balance Invoice.
4. In the Product/Service column, select the ▼ dropdown and choose another item.
5. Select Save Great Lakes Login

Does this mean you can only convert the past 5 years??? We do 10-15 year comparisons and use more than 10-15 years for some reporting. I hope you can convert as many years as you want.  Please respond.

it wasn't about time, it was about the file size.  It was a huge issue and created a domino of challenges for the next year. It only imported the invoices or the payments for the time frame - nothing that was prior to the five years (meaning if an invoice was in year six prior and the payment was year 5 prior, the transaction was broken. All of our beginning balances were wrong. We now have rogue JE to correct the beginning balances that Intuit would not/could not assist with. it was the messiest conversion we ever had in any software migration.

Sorry you went through that.  We're thinking about moving from Desktop to Online as well.

Hi, @trocky. Helping you convert over 15 years of your QuickBooks Desktop (QBDT) data to QuickBooks Online (QBO) is my goal today. Let me give you insights so you can start transferring your files as quickly as possible. 

We don't have a date range limit when converting files from QBDT to QBO. It means that you can successfully move your past 15 years of data or more. Also, the file size (MB) doesn't matter, Targets do. Your QBDT file must be less than the following limits for targes to complete the process:

• QuickBooks Desktop Enterprise 2021 (with latest releases) and newer 750,000 targets.
• QuickBooks Desktop Pro and Premier 2018 (with latest releases) and newer 750,000 targets.
• QuickBooks Desktop Enterprise 2020 and older 350,000 targets.
• QuickBooks Desktop for Mac 350,000 targets.
• QuickBooks Desktop Pro and Premier 2018 and older 350,000 targets.

Before you start, check the targets in your company file by following these steps:

1. Open your QBDT file.
2. Go to the Product Information window by clicking on F2 on your keyboard.
3. Check the Total Targets number.

If you have larger targets than expected, you can condense your file to remove unused list entries.

1. Go to the File.
2. Select Utilities, then Condense Data.
3. Follow the onscreen pop-ups to complete the process.

This article will provide you with detailed instructions: Condense your QuickBooks Desktop file for import to QuickBooks Online.

On the other hand, you may skim through the resources from these links for more hints while bringing your data to QBO:

• Common questions about importing data to QuickBooks Online
• Move your QuickBooks Desktop file to QuickBooks Online

However, if the file still exceeds the target limit, the system won't allow you to convert your data. Your only option is to import lists and balances into QBO or start fresh.

I appreciate you reaching out in this forum. Please know that I'm always here to help if you have follow-up questions while managing your account. I'm always here to help. Have a good one!

Thanks for this info.  Our Total Targets are 169620 so very large i believe. We haven't decided on moving to QBO yet and i'm working in a sandbox right now to see if it's a fit for us.

Hey there, @trocky . 

You're welcome! 

If you decide to move from QuickBooks Desktop to QuickBooks Online, just let us know and we'll help you further. 

Feel free to come back any time. We're always here to lend a helping hand. Hope to hear from you soon! 

@trocky  

Consider purchasing a 3rd party conversion service.