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Moving from QuickBooks Desktop to QuickBooks Online

SOLVEDby QuickBooks6Updated over 1 year ago

We've partnered with MMC Convert to help you move your data from QuickBooks Desktop to QuickBooks Online using their accounting software conversion services.

You’ll need to work with MMC Convert directly to convert and move your Desktop data to Online. 

Note: MMC Convert is only available for Customers using QuickBooks Online Essentials or QuickBooks Online Plus.

Moving your data out of QuickBooks Desktop

If you wish to download your data to move out of QuickBooks Desktop completely, follow these steps:

  1. Back up and save a copy of your desktop data file.
  2. Export your lists and create a detailed chart of accounts report, plus open transaction reports to help you set up.
  3. Download all your sales and purchase invoices, then complete the following:
    1. Go to Preferences and remove the period end date.
    2. Check any spelling and notification of changes made before you start – this will let you to print without having to confirm multiple times.
    3. Select the invoices for the year you want to download.
      Note: You can download the entire year. We recommend downloading invoices by month if you have more than 25 invoices per month. You can print or download the invoices as a PDF and save them in a folder.
  4. Download and save copies of all your bank statements.
  5. In your new accounting system, enter the opening balances into your chart of accounts and import your customer and supplier lists.
  6. Finally, re-create or import your open transactions and adjust your open balances accordingly.

Frequently asked questions

What data can be converted using MMC?

MMC are able to convert the following data into QuickBooks Online:

  • Chart of Accounts
  • Customer Details
  • Supplier Details
  • Opening Account Balances
  • Aged Receivables
  • Aged Payables
  • Bank Transactions (Includes Invoice payments, Bill payments, and other Bank Transactions) 
  • Credit Card (converted as QuickBooks Online Bank Accounts)
  • Invoices and Credit Notes
  • Bills 
  • Manual Journals

Refer to MMC Convert South Africa for more details.

How do I set up users in QuickBooks Online?

QuickBooks Online lets you invite people to your books so you can work together and save time. When you add a user, you can manage their roles and limit their access to specific tasks.

Can I use the QuickBooks Desktop version for the US or Canada?

Unfortunately this isn't possible as UK company data files are not compatible with the QuickBooks version for US or Canada.

We will aim to complete your conversion within two to four working days of receiving your data file, although it is often much faster than that.

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