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Piano Spheres
Level 1

Uploading desktop data to existing account

Hi,

Our nonprof had a QBO account for several years, but it was inactive as our books were kept on a desktop system. Now we'd like to add the newer desktop data to the existing QBO account, but QBO will not allow us to do so because we're past the 60 day limit. Is there a way around this (preferably one that doesn't mean paying extra)?

 

Thanks Jeff

4 Comments 4
Adrian_A
Moderator

Uploading desktop data to existing account

Hello there, Jeff.

 

Since we can only convert data within 60 days after signing up, we can either purchase another QuickBooks account or manually import the data. Before doing so, let's review the file format and size.

 

Afterward, you're good to bring in your data.

 

Once done, you can categorize the transactions. I've added this article as your guide: Categorize and match online bank transactions in QuickBooks Online.

 

I'll be around if ever you need my assistance. Take care!

Piano Spheres
Level 1

Uploading desktop data to existing account

Hi Adrian,

Thanks for your response, but I can't believe this is your policy.  Can we not pay a little extra to upload into the existing account rather than start a new one?  What about the data in the existing account?  Will that be lost?  I know there are scalpers who will offer to upload and merge the accounts for $400-$600 because one of them saw my post and contacted me.  Are they just crooks or do they have a special solution?

 

Thanks, Jeff

LeizylM
QuickBooks Team

Uploading desktop data to existing account

You came to the right place, Piano Spheres. 

 

Since the data is beyond 60 days after signing up, we can no longer convert it in Quickbooks Online. Also, the file remains intact as long as the old account is active. I suggest performing a manual entry to have one account in QuickBooks. 

 

Here's how to manually import into QuickBooks Online: 
 

  1. In QuickBooks Online, go to the Banking menu or Transactions menu.
  2. Select Upload transactions.
  3. Select Browse and then select the file you downloaded from your bank. Then select Next.
  4. In the QuickBooks account ▼  dropdown, select the account you want to upload the transactions into. Then select Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  6. Select the transactions you would like to import. Then select Next.
  7. Select Yes.
  8. When you're ready, select Let's go.

 

Please refer to this article for more details: Manually upload transactions into QuickBooks Online.

 

Also, the safest way to look for an app that can help you merge your accounts is to go to the Apps menu. This way, you can find and manage apps that connect with Quickbooks.

 

I've added a related article to guide you in categorizing and match online bank transactions in QuickBooks Online.

 

That should do it! If you meant something else, please reach out to us. We're always here to help. Have a good one!

 

 

Fiat Lux - ASIA
Level 15

Uploading desktop data to existing account

@Piano Spheres 

I would recommend opening a new blank QBO account and migrate data from your latest updated QBD file.

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

 

Otherwise, you may utilize a migration tool.

https:// transactionpro.grsm.io/qbo

 

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