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info-alltel-co-z
Level 1

HI i have just created an online account and need to import my company details. My accountant sent me a QuickBooks Portable Company File (.QBM) file wich i cant import ?

 
2 Comments 2
RaymondJayO
Moderator

HI i have just created an online account and need to import my company details. My accountant sent me a QuickBooks Portable Company File (.QBM) file wich i cant import ?

Thanks for choosing QuickBooks Online (QBO) as your accounting partner, @info-alltel-co-z

 

Based on the ".QBM" type, it seems like your accountant sent you a portable company file using QuickBooks Desktop (QBDT). We're unable to import it to QBO directly, but I'm here to provide the two options to complete your task. 

 

If you're using QBDT before, let's ensure your Total Targets is less than 350,000. Just open the program and press Ctrl 1 on your keyboard. You'll have to determine the import limitations before performing the conversion process below.

  1. Log in as an admin to your QBDT company file. 
  2. Go to the Company menu and select Export Company File to QuickBooks Online.
  3. Click Start your export.
  4. Sign in as an admin to your QBO account.
  5. Follow the on-screen instructions. 
  6. From the Choose online company drop-down list, choose the QBO company you want to be replaced by your company file.
  7. Select Continue.
  8. Enter Agree in the text field and select Replace.
  9. Choose Yes, go ahead and replace the data and click Replace.

 

For the detailed instructions, check out this article: Move Your QBDT File To QBO

 

If your Total Targets is more than 350,000, I'd suggest filling out the form and submit it to our Data Migration Team. They can help you convert the file. The turnaround time to complete it is within three to five working days after they receive it.

 

Once your file is ready, we'll send you an email notification. Then, use the post-conversion checklist to review your data. For more information, read through this article: QBO Migration From QBDT

 

When everything looks good, you can start using your new QBO account. Thus, I recommend visiting this link to effectively manage your income, expenses, and other related tasks: Help Articles

 

Leave a comment below if you have follow-up concerns about the conversion process or other inquires. I'll be around to help. Take care. 

Fiat Lux - ASIA
Level 15

HI i have just created an online account and need to import my company details. My accountant sent me a QuickBooks Portable Company File (.QBM) file wich i cant import ?

@info-alltel-co-z 

Ask your accountant, which QB Desktop country version she/he has. If she/he is using QBD UK version, you can only migrate it to QB Online UK version. You may restore the QBM file on the trial license of QBD UK version and migrate it to QBO UK version. 

https://quickbooks.grsm.io/UK

 

But if you are using QBO South Africa version, you may have 2 options:

1. Install the trial license of QBD UK and restore the QBM file to open it. Utilize a 3rd party tool to migrate the data. i.e TPExporter for Desktop, TPImporter for Online

https://transactionpro.grsm.io/qbd

 

2. Purchase a 3rd party conversion service. Check our profile name and send your business email address in a private message to us.