We recognize all the effort you've made to convert your QuickBooks Desktop (QBDT) file to QuickBooks Online (QBO), LKG_85. Let me share an alternative method to help ensure a smooth transition, allowing you to effectively manage your business.
To begin with, can you provide the detailed steps you took to transfer your desktop company file to QBO? Did you encounter any errors or issues during this process? This information will help us identify the troubleshooting steps required to resolve your concern.
I’ve attached a link that goes into detail about what's preventing you from moving your desktop data to the online version: Why can’t I move my data from QuickBooks Desktop to QuickBooks Online?
When you're ready, let's proceed and move your QBDT data to the online platform via a CSV file. Take note of the following information before you carry out the process.
- Your customers, suppliers, chart of accounts, and products and services can be imported via QBO.
- Data Import is limited to 1000 lines or 2 MB. If you have large files, split them into smaller files.
- Historical data is not imported through this method.
- Enter opening balances separately.
Also, turn on the Multicurrency and VAT features prior to importing data. Keep in mind that these settings will impact certain imported lists. Bring your lists and items into QBO in the specified order:
- Customers & Suppliers
- Chart of Accounts
- Products & Services
Regarding your historical transactions, enter them manually in your company. Refer to this article for detailed instructions: Enter historical information in QuickBooks Online. Please know it's from the US region, but the process still applies in your region.
Furthermore, enter the balance of your real-life bank account for the selected day to ensure everything aligns from the beginning. In case you connect your bank and credit card accounts, QBO automatically downloads your historical entries up to a certain date.
Otherwise, manually enter the opening balance. Here's how:
- Navigate to the Gear icon ⚙ and select Chart of accounts.
- Click the New menu to open the New account window.
- From there, type the bank or credit card account name in the Account name field, as well as the number in the Account number box.
- Choose the Account type and Detail type from the drop-down.
- In the Opening balance field, key in the balance reflecting your bank or credit card account.
- Select the date you want to start tracking your finances in the As of field.
- Type a description in the Description field to add information about this account.
- Press the Save button.
You can go over this guide for more insights: Enter and manage opening balances in QuickBooks Online.
I've compiled some resources that contain topics to help get acclimated to the features and tasks you can perform in QBO:
Reach out to me again if you need further assistance navigating around the product or have additional questions about migrating your QBDT to QBO. We'll get back to you and make sure everything is taken care of.
