Has anyone successfully migrated from QB Pro Desktop 2021 to QB Online Global edition?

Where is your company located? You can purchase a 3rd party service to convert data from QB Desktop to QBO Global version. You can contact @Fiat Lux - ASIA via email directly for details.

Yes, many users successfully migrate from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), BHOA-Admin. However, it’s important to note that the migration process can vary depending on your country or region.

QuickBooks is specifically designed to support data transfers within the same region.

If you are migrating from a US-based QBDT file to the global version of QBO, there is no direct method to do so. In this case, you have two primary options to achieve your goal.

You can export your data from QuickBooks Desktop and import it into your QBO global version using the import tools within the platform. This method requires manual adjustments to ensure all information is accurate and complete.

Alternatively, you can use a third-party migration tool or service to make the process easier and minimize the risk of data loss or errors.

If you have more questions or concerns about QuickBooks, please never hesitate to leave a reply below. We'd be glad to assist.

Thanks for the reply.  Some follow-up questions:

- For US Desktop Pro > Global QBO version, would it make any difference if the accounting basis remained on USD?

- Using the manual export/import tools, wouldn't some of the details such as credit memo notations be lost?

- You mention 3rd party tools.  Would you mind listing a few so I can investigate these?

Thanks,

Jeff

Thank you for your follow-up questions, Jeff. I'm happy to provide more clarity regarding the US Desktop Pro to QuickBooks Online (QBO) global version migration.

To begin, maintaining the accounting basis in USD wouldn't significantly impact the migration process itself. However, it's noteworthy that the QuickBooks version you choose should align with your primary tax compliance needs, regardless of the currency used.

Yes, using the manual export then import method can possibly result in the loss of some detailed information, including credit memo notations and other transactional links. This method is primarily suitable for transferring lists, not full historical transaction details.

Regarding third-party tools, I apologize that I can't recommend specific services. Yet, I can direct you to where you can explore various data migration and conversion apps. You can check out the QuickBooks Desktop (QBDT) App store and search for data migration or full data conversion service in the search bar.

Please let me know if you have any more questions. I'm here to help ensure you find the best solution for your migration needs.

@BHOA-Admin 

There aren't any third-party conversion tools available. Purchasing a third-party service to convert your data is the best option. If you need another option, you can use a third-party migration tool. You'll need TP Exporter for Desktop and TP Importer for Online. You'll import data ranging from COAs, Lists, and Transactions. If you have a US business credit card or ACH account, you can get the license for free from a partner.

https://get.transactionpro.com/qbd