Newly Migrated from QBDT Pro to QBO, did I do everything?

Corki · ‎July 14, 2022

Hi folks,

All the recommended steps to prep the file prior to the migration were done and except for a misunderstanding of lingo it went pretty smoothly.

I just ran P&L, Balance Sheet, Customer Balance Summary Report on both the DT and Online versions and everything matches. Actually everything seems to match everywhere except for what I updated in QBOL and not in the desktop.

Auto backups and the company file are backed up onto an external drive and the cloud.

Can I wipe the computer that had QBDT on it? Is there any reason I shouldn't get rid of it? I wasn't using it for anything but QB.

Thanks in advance!

JamaicaA · ‎July 14, 2022

Yes, you can, @Corki. I’d also like to congratulate you on successfully migrating your data from QuickBooks Desktop to QuickBooks Online.

I appreciate you doing the backup and keeping them safe. Although you can wipe your computer, I'll go over some specifics to help you wipe your computer securely.

Your computer holds personal and business information. You’ll want to uninstall your QuickBooks Desktop first. This won’t delete your company files from your PC but remove the application.

Here’s how:

Open the Windows Start menu. Search for “Control Panel”, then open Control Panel.
Select Programs and Features or Uninstall a Program.
From the list of programs, select your version of QuickBooks Desktop you want to uninstall.
Select Uninstall/Change and then Remove. Select Next. If you don’t see this option, sign out and sign back in to Windows as an admin (or a user with admin rights).

If you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.

I'm all ears if you have any other concerns about QuickBooks. Just add the details in your reply and I'll answer them for you. Keep safe.

View solution in original post

JamaicaA · ‎July 14, 2022

Yes, you can, @Corki. I’d also like to congratulate you on successfully migrating your data from QuickBooks Desktop to QuickBooks Online.

I appreciate you doing the backup and keeping them safe. Although you can wipe your computer, I'll go over some specifics to help you wipe your computer securely.

Your computer holds personal and business information. You’ll want to uninstall your QuickBooks Desktop first. This won’t delete your company files from your PC but remove the application.

Here’s how:

Open the Windows Start menu. Search for “Control Panel”, then open Control Panel.
Select Programs and Features or Uninstall a Program.
From the list of programs, select your version of QuickBooks Desktop you want to uninstall.
Select Uninstall/Change and then Remove. Select Next. If you don’t see this option, sign out and sign back in to Windows as an admin (or a user with admin rights).

If you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.

I'm all ears if you have any other concerns about QuickBooks. Just add the details in your reply and I'll answer them for you. Keep safe.

Corki · ‎July 14, 2022

Thanks!!!

MariaSoledadG · ‎July 14, 2022

Hello there, Corki,

Thanks for dropping by and we're glad the process just went on smoothly. Anyway, if ever you have any other concerns about QuickBooks Online (QBO), we're always right here for you to make sure that everything gets back on track.

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Newly Migrated from QBDT Pro to QBO, did I do everything?