Migrating from QuickBooks Online to QuickBooks Enterprise

RE: I recently switched from QuickBooks Enterprise to QB Online. It was not working out for us at all.

That's not surprising as you went from the most full-featured version of QuickBooks to the least.

I don't think you'll be able to fully get back to what you had in Enterprise. Much is lost when you "round trip" like this. It might be better to go back to your original Enterprise file and then reenter data.

Hello there, @tcberry22.

Let me share information about migrating from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT).

There are instances that reports don't match when migrating from QBO to QBDT due to export limitations and the use of unsupported versions of Internet Explorer.

Here's what you can do to fix this:

1. On QuickBooks Desktop, go to File, and select Close company.
2. Go back and try to convert your file again. Sometimes converting a second time can fix this problem.
3. After it finishes, check the Profit and Loss reports again. If they still don’t match, enter manual adjustments to fix the issue.

You can read more information in this article: Move your QuickBooks Online data to QuickBooks Desktop.

For additional reference, you can use the following articles to learn what steps to perform if reports mismatch, as well as how to save a copy of my QuickBooks Online data:

• Export and convert your QuickBooks Online data to QuickBooks Desktop.
• Limitations when you convert from QuickBooks Online to QuickBooks Desktop.

Let me know if you have questions about migrating QuickBooks Online to QuickBooks Desktop. I'm always here to help. Have a great day.

When you say to try converting the file again, do you mean using the migrate tool? The profit and loss reports are correct. It's the balance sheet that is incorrect. The checking account balance is the main one that I'm concerned about.

Thank you for coming back to the Community, tcberry22.

It's concerning that the Balance Sheet report from the desktop program doesn't match with the one in QuickBooks Online (QBO). I'm here to assist you in ensuring the data on the financial statement is correct.

If you switch from QBO to QuickBooks Desktop (QBDT), you might see changes in the appearance of your books. This happens because of export limitations and unsupported versions of Internet Explorer.

After exporting your company, compare the Balance Sheet reports from QBDT and QBO. Make sure to set the accounting method to the accrual basis. 

If there's a discrepancy in the report, convert your file again using the migration tool. Keep in mind that the process may take some time to complete.

You can find more information about how the migration tool works in this article: QuickBooks Desktop Migration Tool FAQ. It provides answers to commonly asked questions about the utility.

Once completed review the Balance Sheet reports again. If you continue to get the same result, enter a manual adjustment to rectify the issue. 

Moreover, these resources provide a comprehensive list of tasks that you'll have to complete after converting from both programs. Make sure to check out each link below for detailed instructions:

• Move your QuickBooks Desktop file to QuickBooks Online
• Learn what to do after you move from QuickBooks Desktop to QuickBooks Online
• Get started with QuickBooks Online

If you require more information about the migration process or have any additional queries regarding how to rectify the data in your financial reports, feel free to let me know in the comments below. I'm here to help and offer the necessary guidance. Have a good one, @tcberry22 

@tcberry22 

When did you convert data to QB Online? Last year?

December of 2023

I did a second migrate with the same results. I don't know what manual adjustments to make. Most of the line items match. The ones that don't seem to be an inactive checking account, accounts payable and accounts receivable. Just the main ones that matter!

@tcberry22 

Why not use the latest backup file for December 2023? You just need to convert data from 1/1/2024 from QBO and then use the converted file in QB Desktop going forward. If you don't need the Enterprise edition, you can purchase a 3rd party service to downgrade data to QB Desktop Pro/Premier/Mac.

So, is there a way to just add the data from QBO from Dec. 2023 to current to the QB Enterprise backup from 12/8/23? There are over 1,000 transactions or I would do it manually.

You can use a migration tool. TP Exporter for Online and TP Importer for Desktop

https://get.transactionpro.com/qbo

I can help you with adding data to your backup, tcberry22. 

As per 4Gal, you can use a third-party app or a migration tool to do this. You can find such apps in the QuickBooks app store. You can either search for a specific app in the search bar or explore different apps by selecting any dropdown on the left side of the page.

To learn how your books will move from QuickBooks Online to QuickBooks Desktop, you can check out this article: Learn how features and data transfer from QuickBooks Online to QuickBooks Desktop.

If you have any other questions regarding your backup, feel free to leave a reply. The Community is always glad to help. Stay safe!

In February this year, we went from QB desktop 2015-Pro to QB Online, Is there an easy way to migrate our company files back to QB Enterprise, Like a simple PDF that shows step by step how to do this without loosing data?

You can migrate your company files from QuickBooks Online (QBO) to QuickBooks Enterprise using our migrator tool, @GP Uniform. I'll handle you with this.

To simplify the migration process, you can download a migration tool within QBO. Here are the detailed steps:
 

1. In your QuickBooks Online, go to the Export Overview page.
2. Click Get Started and hit Download tool.
3. Install the migration tool and choose Next.
4. Once you read and accept its terms, tap Next.
5. After that, tick Finish.

To proceed with the following steps, we have a comprehensive article that outlines the process of transferring your QBO company files to QBDT, complete with a helpful video demonstrating a step-by-step guide. You can check out this article as a further guide: Move data from QuickBooks Online to QuickBooks Desktop.

Moreover, if you wish to have a PDF copy of the article, you can use the shortcut Ctrl + Shift + P on your keyboard. Then select Microsoft Print to PDF, click Print, and save the document.

Additionally, if you are concerned about how your books are being moved when transferring your company file to QBDT, you can find further information in this link: Learn how features and data move from QuickBooks Online to QuickBooks Desktop.

If migrating company files is still your concern in the future, you can make this thread active. We will be glad to assist you at any time.

@GP Uniform 

Which QB Desktop year version do you have? You can't use your old QB Desktop 2015 to convert data from QBO.

This is what we tried but it didn't work completely so we had to start over and use a 3rd party migrating tool.