Conversion

I can share some helpful tips and tricks to migrate your QuickBooks Desktop Enterprise Solutions: Non-Profit 2022 Edition to QuickBooks Online, @BethR_Ballentine.

I'm listing them down to make sure I got you covered:

• You'll have greater migration success if you have a QuickBooks Desktop (QBDT) version release or higher: 2022 R5. Ensure to upgrade your version release is up-to-date before migrating your data.
• If the file exceeds the target limit (750,000) it can't be converted to QuickBooks Online. But you can condense your data to minimize your targets before migrating it. If it doesn't work, your only option is, you can import lists and balances into QuickBooks Online, or utilize an online migration tool.

On the other hand, you mentioned earlier that you don't see the built-in conversion tool. For QBDT Enterprise, our developers keyed the steps to migrate your data. Please follow my directions below:

1. Sign in as an admin to the desktop company file you want to move.
2. On your keyboard, press Ctrl + 1 to open the Product Information window.
3. Press Ctrl + B + Q, then select OK to display the export window.
4. On the export window, select Get started.
5. Sign in as an admin to your QuickBooks Online company.
6. Select Choose online company, then select the QuickBooks Online company you want to replace with your company file.
7. Select Continue.
8. If you track inventory in QuickBooks Desktop:
   • Select Yes to bring them over, then specify the as of date.
     Note: Use the first day after your last tax filing period as your inventory start date.
   • Select No if you want to set up new items later in QuickBooks Online.
9. Enter “Agree” in the text field, then select Replace.
10. Select Yes, go ahead and replace the data, then select Replace.

I like you to check this article for more insights about migrating QBDT data to QBO: Move your QuickBooks Desktop file to QuickBooks Online.

Once all is good, please check out What to do after converting from QBDT to QBO article to check and compare financial reports. In addition, you may notice differences and wonder about how books appear. Take a look at this article for more info: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

I'm still here if you need more data migrations assistance with your company file to the online version. Anytime I can help. Take care always, and more power Beth!

Thank you for the response to my question.  If my only option is to stay with my current version of Quickbooks (and not update to the latest version of Quickbooks Desktop), will the stand alone conversion tool work?  I don't have payroll, inventory, taxes, invoices, sales, etc.  It's strictly general ledger transactions (less than 74k total targets).

Hi,
I am trying to migrate from QuickBooks Premier Noprofit Edition 2023 Release R10P (64-Bit), to Quickbooks Online, using the QBO tools , the data gets transferred  but not the attachments (Invoices/Bills), Is there a way to get this done either through QuickBooks or an external provider?

Welcome to the Community, @rthobhani. I appreciate the details you've provided and the steps you've taken in migrating your data.

When migrating data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), it's important to note that attachments are not included in the migration process. This is because the two platforms have different interfaces that do not allow for seamless attachment transfer.

However, you can still manually import the attachments into each invoice and bill within QBO. This process can be time-consuming, but it ensures that all necessary documents are properly attached to their corresponding transactions.

Alternatively, you can use a third-party service to convert your data from QBDT to QBO while retaining all attachments. This may be a more efficient option, particularly if you have plenty of data to migrate.

After sorting this out, you can refer to these articles to get started with your QBO company:

• Learn how features and data move from QuickBooks Desktop to QuickBooks Online.
• Learn about QuickBooks Online with how-to videos.

Return to this thread if you have further concerns with migrating your data. The Community is available 24/7 to help you. Have a good one.

@rthobhani 

You can purchase a 3rd party service to convert data with attachments.