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P93
Level 1

Migration Issue

Hi,

I would like to migrate our data saved in Quickbook Enterprise to Quickbook Online.

Please advise how we can proceed it.

6 Comments 6
RCV
QuickBooks Team
QuickBooks Team

Migration Issue

Thanks for choosing QuickBooks Online (QBO) in managing your business. Let me help you migrate your data from QuickBooks Desktop Enterprise to your Online account, P93.

 

We can use Dataswitcher to migrate your data. It is our available data migration supplier that helps you make your transition to QBO as smooth as possible. To learn more about this one, refer to this article: Import Data Conversion to QuickBooks Online - Frequently Asked Questions.

 

Another way to migrate your data is to import your lists (suppliers, customers, inventory, and chart of accounts) to QBO. Just export your list reports first to Excel in QuickBooks Desktop. Here's how:

 

  1. Access your QuickBooks Desktop Enterprise.
  2. Go to Reports on the top menu. 
  3. Depending on what list you need to export, search for and run Account ListCustomer Contact ListSupplier Contact List, or Product/Service List report.
  4. Customise the list report’s columns. Then, choose each report export them to Excel.

For more details about this one, see Import or export MS Excel files article.

 

Then, import them to your Online account. Just follow the steps and details in this article: Move your lists to QuickBooks Online. Then, go to Step 2: Import your lists to QuickBooks Online section. 

 

To import your bank transactions to QBO, just connect your account to automatically download them. I'm also adding an article here on the things that you need to know about importing your data: Frequently asked questions about importing data to QuickBooks Online.

 

Visit our QBO Help Articles page for more insights about running your business.

 

Keep me posted if you need a hand with categorising your accounts in the register or any QuickBooks related. I'm always here to ensure your success. Have a great day. 

P93
Level 1

Migration Issue

What about the transaction history of purchases, sales, banking and journal entries?

Catherine_B
QuickBooks Team

Migration Issue

Hello there, P93.

 

Due to product differences, there are certain transactions that will be imported and not. This article is for the US region but you can get ideas on how transactions are imported: What to expect when you switch from QuickBooks Desktop to QuickBooks Online. In QuickBooks Online, you can use the Banking option to connect your bank and download the transactions so you can add them to your register.  

 

You can use these articles that will give you further information about the conversion process:

Feel free to mention me in your reply if there's anything else that you need help with. You take care!

Fiat Lux - ASIA
Level 15

Migration Issue

@P93 

Where is your company located?

anonymous 123
Level 1

Migration Issue

Dataswitcher is only for Migration of Sage 50 and Xero currently.  

 

You can check out these articles to help with your QuickBooks Desktop to QuickBooks Online

 

Migrations Links:

Update QuickBooks Desktop to the latest release

https://quickbooks.intuit.com/learn-support/en-ca/getting-started/update-quickbooks-desktop-to-the-l...

 

Download a trial of QuickBooks Desktop

https://quickbooks.intuit.com/learn-support/en-ca/new-subscriptions/download-a-trial-of-quickbooks-d...

 

Move your QuickBooks Desktop file to QuickBooks Online

https://quickbooks.intuit.com/learn-support/en-ca/update-products/move-your-quickbooks-desktop-file-...

 

Migrating from QuickBooks Desktop to QuickBooks Online (Best Summary)

https://quickbooks.intuit.com/learn-support/en-ca/import-or-export-data-files/migrating-from-quickbo...

 

What to expect when you switch from QuickBooks Desktop to QuickBooks Online (A-Z list)

https://quickbooks.intuit.com/learn-support/en-ca/import-or-export-data-files/what-to-expect-when-yo...

 

QuickBooks Online vs QuickBooks Desktop (Features Comparison)

https://quickbooks.intuit.com/ca/move-to-online/

 

Conversion checklist for converting your files into QuickBooks Online (Pre Conversion)

https://quickbooks.intuit.com/learn-support/en-ca/getting-started/conversion-check-list-for-converti...

 

What to do after converting from QuickBooks Desktop for Windows to QuickBooks Online (Post Conversion)

https://quickbooks.intuit.com/learn-support/en-ca/getting-started/what-to-do-after-converting-from-q...

 

How to fix errors when converting from QuickBooks Desktop to QuickBooks Online

https://quickbooks.intuit.com/learn-support/en-ca/migrate-services/how-to-fix-errors-when-converting...

Mike_Miller
Level 1

Migration Issue

Try this solution to migrate the data of QuikBooks application either desktop to online or online to offline flawlessly.