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LollyNino_C
QuickBooks Team

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Moving data efficiently between different QuickBooks products is crucial. Allow me to provide some details on handling this matter about migrating data to QuickBooks Online (QBO), Gregg.

 

Some features and transactions don't transfer over when you move your QuickBooks Desktop (QBDT) to QuickBooks Online (QBO). It's because some transaction types are presented differently in QBO. 

 

Please take note of the following information before moving to QBO:

 

  • After signing up for QBO, you have 60 days to move a company file.
  • If you've previously set up payroll in QBO, move your lists instead of your company file.
  • Because of feature limitations, some of your lists and reports will not be converted.

 

After inputting seven months of fresh data into QBO, you'll need to manually transfer the transactions you entered in QBDT post-conversion by uploading them through an Excel spreadsheet. It involves exporting your list from QBDT and importing it into QBO.

 

I'm listing them down to make sure I got you covered:

 

  • You'll have greater migration success if you have a QuickBooks Desktop (QBDT) version release or higher: 2022 R5. Ensure that your version release is up to date before migrating your data.
  • If the file exceeds the target limit (750,000), it can't be converted to QuickBooks Online. But you can condense your data to minimize your targets before migrating it. If it doesn't work, your only option is, you import lists and balances into QuickBooks Online or utilize an online migration tool.

 

On the other hand, you mentioned earlier that you don't see the built-in conversion tool. For QBDT Enterprise, our developers keyed the steps to migrate your data. Please follow my directions below:

 

  1. Sign in as an admin to the desktop company file you want to move.
  2. On your keyboard, press Ctrl 1 to open the Product Information window.
  3. Press Ctrl Q, then select OK to display the export window, then select Get Started.
  4. Sign in as an admin to your QuickBooks Online company.
  5. Choose an online company, select the company you want to replace with your company file, then select Continue.
  6. If you track inventory in QuickBooks Desktop:
  7. Select Yes to bring them over, then enter the as-of date.
  8. Note: Use the first day after your last tax filing period as your inventory start date.
  9. Select No if you want to set up new items later in QuickBooks Online.
  10. Enter Agree in the text field, then select Replace.
  11. Select Yes, go ahead and replace the data, then select Replace.

 

You can refer to the article about how features and data move from QuickBooks Desktop to QuickBooks Online. You'll want to expand the transaction section.

 

Also, you can check about moving data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO): 

 

 

Keep me posted on how it goes in the comments below. If you have other migrating concerns or questions about managing your QBO data, I'm always ready to help. Take care, and I wish you continued success, Gregg.

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