Susan607
Level 5
‎February 14, 2024 09:43 AM

Appending uploaded file

I have a client who has an online account where he generates invoices.  His previous bookkeeper did not give me that file.  I constructed a new company file on my QBDT for Mac for his 2023 year.  The online file had prior year's, mid-2021 and all of 2022 and a few months of 2023 on it.

 

I would like to upload my file to his QB online file for that company.  How will that work?

Will there be duplicates for the 2023 entries?  Will my file, upon upload, erase the prior entries already in the file or will it append to what's there?  If I have a customer list with different information, for instance, addresses where she had none or vice versa, how will that be treated upon upload?

 

Many thanks for addressing this perplexing difficulty.

 

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4Gal
Level 11
‎February 14, 2024 10:13 AM

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You can purchase a third party service just to migrate data from your QB Desktop file to their existing QBO account.

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Susan607
Level 5
‎February 14, 2024 10:52 AM

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That really doesn't answer my question.  Are you saying I need to go to a third party vendor in order to have my questions answered?

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RhoiceW
QuickBooks Team
QuickBooks Team
‎February 14, 2024 11:23 AM

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Hi there, Susan. Thank you for reaching out to the Community. I'd be glad to provide some steps on how to move your files from QBDT Mac to QBO.

 

Here's how:

 

  1. Sign in to your QuickBooks Desktop file as the admin.
  2. Select File, Export, and then To QuickBooks Online.
  3. Click Get started. Tick Export all your company file data or Export specific data.
  4. If you use inventory, you can choose whether you want to move inventory or not.
  5. If you already have a QuickBooks Online account hit Yes, sign me in, and enter the credentials.
  6. If you don't have a QuickBooks Online account, click No, I need to create a new one and create a new account.
  7. Choose the QuickBooks Online company to move your data to, then select Continue.

 

Please know, that when you start migrating, your QBDT data will replace the existing data in QBO.

 

I'll leave this article for you to have detailed steps on how to move your files from QuickBooks Desktop for Mac to QuickBooks Online.

 

In the meantime, you can manually upload your bank transactions to QBO by following these steps if you don't want your transactions to be removed: Manually upload transactions into QuickBooks Online

 

In addition, you can check on this article to learn how to connect your bank and credit card accounts to QuickBooks Online: Connect bank and credit card accounts to QuickBooks Online


Feel free to leave a comment if you have further questions about moving your files to QuickBooks Online. I'm always here to lend a hand.

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4Gal
Level 11
‎February 14, 2024 08:22 PM

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@Susan607 

You're using QB Desktop for Mac, correct? The problem is that none of the migration tools support this edition. If you prefer to go the extra mile to avoid third-party solutions, you may consider the following steps:

1. Find a Windows machine and convert your data from the existing QBO account to QB Desktop

2. Convert and open the QB Desktop file on your Mac.

3. Migrate the 2023 data from your QB Desktop file to another file.

4. Convert the merged QB Desktop file to a new QBO account.

 

Otherwise, you should reconsider purchase a 3rd party migration service as I mentioned.

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Susan607
Level 5
‎February 16, 2024 04:53 AM

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4Gal - Yes, I have desktop for Mac.  I do have the windows version on a PC which I will do the migration.  Thanks for your astute observation.  

I look forward to the data migration and merging of the new files.  Stay tuned!

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Susan607
Level 5
‎February 16, 2024 05:00 AM

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Hello RhoiceW -  The salient feature of what you had to say is the piece about the replacement of the existing data.  This lets me know that an append does not take place.  

 

I'm going to follow 4Gal's advice about migrating and merging data on a PC version of QB.  I hope to be able to gather the previous data kept on QBO prior to 2023 and bring it into my desktop file which only has 2023 data.  After this is done, I can then upload the completed file to QBO which will replace the current online file. Many thanks for your reply and thoughtful response.

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4Gal
Level 11
‎February 16, 2024 05:09 AM

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@Susan607 

Which QB Desktop Mac year version do you have?

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Susan607
Level 5
‎February 16, 2024 05:10 AM

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 Screenshot 2024-02-16 at 8.10.27 AM.png

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4Gal
Level 11
‎February 16, 2024 05:22 AM

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You will face another challenge. You have to find QB Desktop 2023 Pro/Premier to convert data from QBO, then convert the file to your QB Desktop 2023 Mac. You can use the trial version of QB Desktop 2023 Enterprise to convert data from QBO but you need to purchase a third-party service to convert data from Enterprise to Mac. Another option, purchase a third-party service to convert data from QBO to QB Desktop Mac directly.

 

 

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