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The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online

 compare_QBO_to_desktop.png

 

 

This guide is for anyone converting from QuickBooks Desktop (Pro or Premier) to QuickBooks Online. Each section offers step-by-step guidance and includes visuals, tips and hyperlinks to important resources. Start your conversion from the "Before you Start" section or use the links below to jump to specific points in the conversion process if you've already started. 

 

You can also download the complete QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online from the right-hand column. 

 

If you want the Quick Conversion Reference instead, follow the link. 


 

monitor_1.png Before You Start

 

 

import_data.png

 

The Conversion Process

 

CRM_1.png What's next after converting from QuickBooks Desktop 

 

 

Are you a QuickBooks Desktop Enterprise user? Do you have a complex inventory? We generally encourage Enterprise users to stay with their Enterprise software if you need its advanced features. If you need the online functionality of QBO, qualified Intuit Hosting Services can link multiple devices to your Enterprise software.

 

 

 

   For those switching from QuickBooks Mac or Desktop editions older than 2011, head to the appendix.   

 

 

 

Version history
Revision #:
32 of 32
Last update:
‎December 08, 2019 07:45 PM
Updated by:
 
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Comments

Hello,

I want to know how to take a back up of Quickbooks online and how to restore that file in Quickbooks online.

Hello,

 

I have few confusions regarding the closing of books and will explain with example.

 

Scenario 1

Suppose today is 1 January 2019

My first fiscal month is January

If I go in the settings and close the books at 31 Dec 2018. so all the expenses and revenue will be Zero and go to their respective accounts?

 

Scenario 2,

Suppose today is 25 Nov 2018

My first fiscal month is January

If I go in the settings and close the books by giving date 24 Nov 2018, so all the expenses and revenue will be Zero and go to their respective accounts?

or

will the balances be transferred automatically on 1st January 2019

I could not follow any of these links.  When I tried, access was denied.  Why is that?

i keep trying to get info and it keeps saying i don't have access.  not very helpful

I'm also getting the access denied message with those links. Is there anyone out there who can explain and/or fix it?

LINKS NOT WORKING...HELP!!!

All links say "Access Denied".

 

Note: I am in Canada and I arrived here by clicking a link on my Quickbooks online Dashboard.

I just moved from Quickbooks Mac 2019 to Quickbooks Online for our C corporation. The operation was seamless for the most part but there is a lot of little "nooks & crannies"  you need to find and adjust like start of the corporate year, etc... It will take a few hours/days to learn all the menus and adjustments but once it's done I'm liking it more as time goes on..

 

I to have the "access denied" here on some of the instructional videos and files and I have full administrative privileges to our account .. Quickbooks admin needs to fix this... 

Access Denied.  No reference to quickly contact support... 

The majority of the links in this article (I didn't check all of them) lead to a screen saying "Access Denied". I'm a Certified ProAdvisor. Is there something that needs to be done to gain access?

The link to Mac instructions takes me to some protected page. I didn't buy the product yet so I don't have an account. I don't want to buy the product, or sign up for a free trial, until I can read the instructions to make sure it will do what I need.

As per the note above. Instructions to compare the differences between my desktop QB for Mac 2019 and the online version take me to an access denied page.  Without the ability to see the differences and understand what is involved in the “upgrade” I have lost confidence in your product and its integrity.

The links in this article is the very information I need to make a decision to switch to online version or not.

It is a same that Access is Denied the very information I need.

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My exports from desktop to online keep failing. So I came to this page to click the prepare data link and get access denied. Help.

@pamiacc 

Is there any error message? How big is your file size?

Access Denied for almost every link.  The link to Quickbooks Hosting gives "Invalid Parameters Specified".  But, you know, people have only been complaining about this since 4/2019.  I wouldn't expect Intuit to actually fix this problem, after an entire year, or even bother to respond in the comments. 

I share craig7 opinion I am getting the same frustrating experience

"Access Denied for almost every link.  The link to Quickbooks Hosting gives "Invalid Parameters Specified".  But, you know, people have only been complaining about this since 4/2019.  I wouldn't expect Intuit to actually fix this problem, after an entire year, or even bother to respond in the comments. "

The CPA firm I work for has QBO and QB Desktop. We do bookkeeping for an individual (listed as a company) in QB Desktop and want to transfer that information in to QBO within the firm's QBO account. During the export process and selecting a destination, the client's "company" isn't a destination option to transfer the data. Please advise.

Links lead me to an "Access Denied" page

Access denied for every link? This is how Intuit treats Elite status ProAdvisors? 

How to set up online qb tax set up for connect qb with online hike pos

 

I converted to QB online from Desktop premier August 5th.  I have not been able to have a sort of easy transition.

I have called the help experts, most of them don't really know the in/outs of the quickbooks online set up and trouble shoot.

After 20/30 minutes on the phone with the "expert help" the phone call drops and I do not get a return call.  So my issues still not fixed. Very disappointed with Quickbooks online expert help.

@Kyalena 

Check our profile name and send your business email address in a private message to us. We may help to migrate your data.

New to QB online, and "access denied to guide/learn/support pages.  Why is that.

QB online is not the easiest software program to use; neither the best customer support.

I had used QB desktop with very little problems and experienced excellent support service from the Filipinos customer support.  

Thanks for joining in on the thread, Kyalena.

 

The access denied error when viewing articles in the Community usually occurs if:

  • There is an interruption within the browser's background processes. This might be due to an intermittent internet connection or piled-up cache.
  • You're logged in as a test-drive user. This profile is used when you go to other Intuit pages. Make sure you sign out before going to other pages such as the Community or Intuit support pages.

We can do a view troubleshooting steps to get rid of any possible cache-related concerns. Though, it is used to boosts browser's background processes. Here's how to do it:

  1. Open a private browser. It uses but doesn't store cache.
  2. If you can access the page without being denied, we can go back to your regular browser and clear the cache.
  3. Other supported browsers are good alternatives, too. Each of them uses a different cache.

Meanwhile, I'd like to add a tip before starting the data conversion process from QuickBooks Desktop to Online. I'd recommend logging out all Intuit accounts from your browsers or pages that you've visited.

This will help the system to recognize the Intuit account you're going to use as you go along with the process. Then, you can use this link as your guide: Move your QuickBooks Desktop file to QuickBooks Online.

 

Please let us know if you need anything else so we can further assist you. Have a great day!

Just FYI, I am getting the same access denied message when I click on the links in the above test.  Also:  the  text reads "You can also download the complete QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online from the right-hand column.", but I do not see any link to this on the right side of the page.  And also, the "Attachments" link at the bottom of the text does not work.

 

All in all, not very helpful, and particularly so for a topic that has the potential for creating severe problems if not carried out correctly.

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