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Questionable
Level 1

Uploading transactions entered on the Desktop version to QBO after I converted the Desktop file to QuickBooks online.

How do I upload a large number of transactions that were entered on the Desktop version to QBO after I converted the Desktop file to QuickBooks online?

Solved
Best answer August 11, 2022

Best Answers
Fiat Lux - ASIA
Level 15

Uploading transactions entered on the Desktop version to QBO after I converted the Desktop file to QuickBooks online.

If your QBO account is not > 60 days old nor QBO Simple Start, consider to purge your QBO account and reconvert your data from QBD. Otherwise, you should sign up a new blank QBO account to do so.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

Otherwise, you can purchase a 3rd party service to convert the additional data to QBO.

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6 Comments 6
Fiat Lux - ASIA
Level 15

Uploading transactions entered on the Desktop version to QBO after I converted the Desktop file to QuickBooks online.

If your QBO account is not > 60 days old nor QBO Simple Start, consider to purge your QBO account and reconvert your data from QBD. Otherwise, you should sign up a new blank QBO account to do so.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

Otherwise, you can purchase a 3rd party service to convert the additional data to QBO.

Questionable
Level 1

Uploading transactions entered on the Desktop version to QBO after I converted the Desktop file to QuickBooks online.

Thanks. That would work if we had not already entered 7 months of new data. I hoped an Excel spreadsheet could be used in some way. Thanks again.

Questionable
Level 1

Uploading transactions entered on the Desktop version to QBO after I converted the Desktop file to QuickBooks online.

Thanks. That would work if someone hadn't already entered 7 months of data into QBO. I hoped that an Excel spreadsheet could be used in some way. Thanks again.

Fiat Lux - ASIA
Level 15

Uploading transactions entered on the Desktop version to QBO after I converted the Desktop file to QuickBooks online.

Another option, utilize a migration tool. i.e TP Exporter for Desktop and TP Importer for Online

https://transactionpro.grsm.io/qbo

 

 

Rea_M
Moderator

Uploading transactions entered on the Desktop version to QBO after I converted the Desktop file to QuickBooks online.

Hello there, @Questionable.

 

I'll help share further details about uploading transactions after converting from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), so you can manage your data accordingly.

 

You can convert your QBDT file into QBO within 60 days after you sign up to avoid messing up your data. With this, I agree with the options that @Fiat Lux - ASIA provided.

 

When you've already entered seven months of new data in QBO, you'll have to manually upload your transactions (via Excel spreadsheet) that you entered in QBDT after the conversion process. To do this, you'll need to export your list from QBDT and import it to QBO.

 

In case you're uploading bank transactions, please refer to this article for the complete guide: Manually upload transactions into QuickBooks Online

 

Also, you may want to check out these articles as your reference on how your books will move from QBDT to QBO and learn more about the steps you should take after moving your file to make sure your data is ready to go: 

 

 

Keep me posted on how it goes in the comments below. If you have other importing concerns or questions about managing your QBO data, I'm always ready to help. Take care, and I wish you continued success, @Questionable.

FritzF
Moderator

Uploading transactions entered on the Desktop version to QBO after I converted the Desktop file to QuickBooks online.

Hi there, Fiat Lux - ASIA.

 

I appreciate you for always sharing your knowledge about QuickBooks. This will definitely help other users as well in the future.

 

Keep safe and have a great rest of the day.

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