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kcm3
Level 1

Mac Desktop Migration

I've had an existing Online Payroll account for 2 years. I just added a Plus online subscription. I've exported my desktop Mac to .qbb for migration. The migration works until I get to the very end. At that point it says it cannot add my data because my online account is over 60 days old. Sure the Online payroll subscription is, but not the new Plus subscription. How do I get my data moved over?

3 Comments 3
SarahannC
Moderator

Mac Desktop Migration

Thanks for considering QuickBooks Community to answer your QuickBooks Desktop Mac migration question, kcm3. I can assist you in transferring your data to QuickBooks Online. 

 

I see that your payroll account has been active for over 60 days, whereas you recently subscribed to the QBO Plus subscription. Your Plus subscription is associated with the same QuickBooks Online company where your payroll service is. It is not based on the subscription but rather on the QuickBooks Online company itself. Because of that, the data transfer is not taking place because the account has exceeded the 60-day limit.

 

Before proceeding with any migration method, it's important to back up your data in QuickBooks Desktop for Mac to ensure you have a copy of your information in case anything goes wrong during the migration process.

 

To get your data moved over with the regular data transfer process, you can cancel the Plus subscription that you activated within your QuickBooks Online Payroll account. Here's how:

 

  1. Log in to your Payroll account. 
  2. Go to the Gear icon and pick Subscription and Billing under Profile to cancel your Plus subscription.
    ss.PNG
  3.  After you cancel the Subscription, you can create a new one, and this will assign a different Company ID. 
  4. Go to this link and choose Plus. Make sure to create an account with the same login credentials.
    plus.PNG 

You can check this article for more details about converting data from Mac to Online:

 

 

Another option is using a conversion service. There are third-party conversion services available that specialize in migrating data from QuickBooks Desktop to QuickBooks Online. These services can help you transfer your data accurately and efficiently. 

 

Please tap me on my shoulder whenever you need help. I'll be around to help anytime. Take care always and have a good one.

kcm3
Level 1

Mac Desktop Migration

If I'm understanding correctly, I would then have a new company, with my data migrated, but still have the old account with the Payroll subscription. Is is possible to move all the payroll subscription data over to the new account, or do I have to start over with a new Payroll subscription on the new account?

JamaicaA
QuickBooks Team

Mac Desktop Migration

I appreciate your prompt reply for further clarification, @kcm3. Not to worry, it's my pleasure to answer your questions by confirming what you need to do to move your data from Desktop Mac to QuickBooks Online.

 

You're right. You can cancel your recently activated Plus version and keep the Payroll subscription. To enable data migration conveniently, you'll need to create a new account via this link: https://quickbooks.intuit.com/.

 

I'm adding some screenshots for reference:

 

After setting up your new QuickBooks Online account, you can start transferring your payroll data. Let's begin by entering prior payroll to enter your employee’s year-to-date paycheck info and company totals.

 

Furthermore, consider utilizing any third-party migration tool, as mentioned by my colleague above. Just go to the QuickBooks Online Apps to search for any software integrated with us. From there, you can read reviews that might help you choose one that best suits your needs.

 

I'm adding these resources as your guides in moving your Mac file to QuickBooks Online:

 

 

This confirmation of what to do to cancel the recently subscribed Plus account and create a new one should help you carry data from one to another. If you need more help navigating within the product or running paychecks, add them here. It's my pleasure to assist you. 

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