Limited time only. 90% off QuickBooks for 6 months.
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements

Reply to message

View discussion in a popup

Replying to:
Finances2015
Level 2

Entering historical QB Desktop data in QBO

We made the decision to move from QuickBooks Desktop (Premier Nonprofit Edition) (being abbreviated to QBD) to QuickBooks online (QBO) to gain some efficiencies with app integration and so on. 

 

The problem is, we had been using desktop since the inception of our organization and the data migration available to QBO is miniscule, so none of my historical data is available in QBO.  This causes issues with a myriad of things, including reporting.  I'm wondering if anyone has found a way to enter historical balances into QBO, such as month-end account balances by class.

 

Once I made the conversion, I wanted to cancel our desktop subscription, thinking I could still access all my historical data I just wouldn't get any updates and wouldn't use the payroll function in QBD any longer.  HOWEVER, when I contacted Intuit, I was told that if I cancelled our QBD subscription I would no longer have access to my historical data!  To me, that is completely unacceptable!  For a multitude of reasons we need to have access to historical data, including the fact that QBO doesn't support the full conversion from QBD to QBO.  Has anyone found a work around for this.  I still reference my QBD data daily!  And will need to for reporting purposes and if we ever need to find historical information for multiple reasons (tax audit for one!).

 

Thanks!

 

Natacha

Need to get in touch?

Contact us