Quickbooks Online Target limit?

You should consider to condense your file to lower your Total Target below 750K (if you want to convert data to QBO Advanced) or 350K (if you prefer to use QBO Plus). Then you can keep the original data in QB Desktop and use the trial version to access your historical data for good. Otherwise, you have to purchase a 3rd party service to convert data with Total Target > 750K to QB Online.

Yes, the plan is to get under the limit by using the Condense Data tool, but I'm interested in a third party tool. Are you able to share any recommendations?

@Kevin_C , thank you for this excellent response. If only the sales team was as knowledgeable as you are. It seems as if they may scare away potential customers with bad information. 

I will review all your links and formulate a strategy for moving forward. Of course I was being hyperbolic to make a point when I talked about taking targets down to just 749,999; I've been having trouble phrasing my questions so that it was understood. 

Thanks again, I really appreciate the time you took to answer. 

@I-Already-Had-A-Username 

There is no 3rd party condense tool. You can purchase a 3rd party condense service and/or a 3rd party conversion service. Contact me in private for details.

You're welcome, @I-Already-Had-A-Username. 

It's our pleasure to assist you. I'm glad to hear that Kevin_C was able to address all of your concerns. I'll make sure to pass your feedback along to him.

While we can't recommend a specific app, we can help you find the best one for your needs. You can browse through the Apps for QuickBooks Desktop link to find a third-party app that is compatible with QuickBooks Desktop (QBDT). 

To find the app you need, simply enter the type of app you're looking for in the Find Applications search box. Once you have located the app, you can contact their customer support for assistance on how to sync or integrate it with QuickBooks Desktop. 

In addition, here's some information on allowing third-party access to your company file. It'll guide you on what to do before you allow access: Allowing third-party access to your company file. 

Please know that we are always here to answer any further queries you may have regarding finding third-party apps or anything else related to your account. Stay safe, and have a great rest of the week!

Hello,

   I am working with a client that has over 900,000 targets and wants to move to QBO.  I'm having trouble determing exactly what a target is and how we can reduce them.  The QuickBooks file is very old and has approxiamtely 200 customers / vendors that could be deleted or set to inactive.  If the client was to delete these or set them to inactive, woudl that reduce the targets?

Thanks. 

@No_UserName_Needed 

Which QB Desktop year version do they have? You can run the Condense Data utility remove old data. You may have 2 options

1. Get a condensed file with Total Targets up to 750K and you can convert your data to QBO Advanced.

2. Get a condensed file with Total Targets up to 350K and you can convert your data to QBO Essentials or Plus.

Hello, @No_UserName_Needed.

I'm here to help you by sharing some information about migrating your QuickBooks Desktop (QBDT) company file to QuickBooks Online (QBO).

In QuickBooks Desktop (QBDT), targets refer to the specific items or accounts that are associated with each transaction or entry in the file. Moreover, the total targets need to be less than 750,000 for it to be converted to QuickBooks Online. Press Ctrl+1 on your keyboard to check. If it’s more than the said number, you have the option to either import lists and balances into QBO or start fresh.

If you are using QuickBooks Pro/Premier 2012 or Enterprise 12.0, you can follow these steps:

1. From the QuickBooks File menu, select Utilities and then Condense Data.
2. Select Yes to the message Budget data may be moved during cleanup. Do you want to continue anyway?
3. In the Condense Data window, select Transactions before a specific date.
4. Use the Date field to select a date. QuickBooks will remove closed transactions on or before the date you choose.
5. Note: If you track inventory, it’s best to make the date the last day of the month. That way, your average cost for items will remain correct.
6. Select Next.
7. Select a method to summarize the transactions you're removing then Next. If you're not sure, select Help me choose.
8. (Optional) Select any of the checkboxes for the dialog boxes that follow then select Next.
9. Select Begin Condense.

Additionally, you can explore further details on reducing your target counts by condensing your QBDT file before importing it to QBO.

To learn more about the steps you should take after moving files to QBO, please see What To Do After You Move From QuickBooks Desktop to QuickBooks Online.

If you have further questions about migrating from QBDT to QBO, you can comment below, and we'll respond to you as soon as possible.

Thank you for your answer.  I'm still new to QuickBooks, so please forgive my naivety.  I am being told they are using QuickBooks Enterprise Solutions:  Professional Service 23.0.  I think we are confused as to what constitutes a target and I really cannot find information on the types of things that will be resolved if we run the condense file.  The client is open to starting a clean file in QBO, but of course we'd like to prevent as much re-entry of data as possible.  

Thank you again.

Thank you for your answer.  I'm still new to QuickBooks, so please forgive my naivety.  I am being told they are using QuickBooks Enterprise Solutions:  Professional Service 23.0.  I think we are confused as to what constitutes a target and I really cannot find information on the types of things that will be resolved if we run the condense file.  The client is open to starting a clean file in QBO, but of course we'd like to prevent as much re-entry of data as possible.  

Thank you again.

@No_UserName_Needed 

Ask your client to open their company file and hit CTRL 1 keys.

How big is Total Target?

Total targets are just over 906,000, but what is a target?  Is it a vendor, a check, an invoice?  If we condense the file, what happens?  Do items get removed from the file?  How does that affect the history reporting?  

Thanks you very much.  

Thank you, @No_UserName_Needed, for reaching out. I'm here to address all the questions you have. Let's dive into each query and ensure you have all the information you need.

In QuickBooks, total targets represent individual lines within transactions, like those in invoices or bills. 

When condensing a large file in QuickBooks, the aim is to reduce its size by removing outdated transaction details while preserving all essential data intact. It's important to note that condensing your data can impact various reports differently. 

While account-based reports remain accurate, item-based reports may lose data, and cash-based reports could become inaccurate for the condensed period. Additionally, class and sales tax reports may display unclassified amounts and inaccuracies in sales tax calculations post-condensation.

It is important to reconcile all accounts, print all reconciliation and discrepancy reports, or save these reports in PDF format before proceeding with data condensation. It should be noted that the condensing process is irreversible, and hence, it is essential to back up your data to ensure that you can restore it if necessary. 

This step is necessary to safeguard your information in case of any issues during or after the condensation process.

You can also read this article for the complete details: Use the Condense Data utility.

After setting everything up, you can efficiently manage QuickBooks Online to keep your books running smoothly. To assist you throughout the process, I have added some helpful articles: 

• Get Started with QuickBooks
• Tutorials to Learn your Way around QuickBooks

 If you have any further questions or need assistance, feel free to reach out. Your diligence in preparing for this transition is commendable, and I'm here to support you every step of the way.

@No_UserName_Needed 

Your client is using QB Desktop Enterprise, correct?

Which year version?