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Level 1

How to transfer data from quickbooks desktop to quickbooks omline?

 
Solved
Best answer 09-26-2019

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QuickBooks Team

How to transfer data from quickbooks desktop to quickbooks omline?

Hello there, fitnesspluscayma,

 

We work in partnership with Odyssey to help our users transfer data from their Desktop file to the Online version. With this, I recommend completing the conversion form and send it by clicking the Start Conversion button. This is to ensure we’re able to migrate your data swiftly and accurately.

 

Here are the data that can be converted to QuickBooks Online (QBO):

  • Customer balances
  • Supplier balances
  • Items list
  • Historical transactions
  • Customer details
  • Supplier details
  • Chart of accounts
  • Account balances

 

Once we received your data file, we can complete the conversion process within three to five business days. We migrate your data and invite you to review the results. After you confirmed that you’re happy with the converted file, we’ll transfer your files for you.

 

Here’s an article you can refer to about the FAQs in importing data conversion to QBO: https://community.intuit.com/articles/1760414. To learn more about the system requirements for QBO and its features to help you get started, visit this article: https://quickbooks.intuit.com/global/faq/.

 

I’m looking forward to the success of the conversion process, fitnesspluscayma.

 

You can drop me a comment below if you need anything else. Have a great day.

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8 Comments
Highlighted
QuickBooks Team

How to transfer data from quickbooks desktop to quickbooks omline?

Hello there, fitnesspluscayma,

 

We work in partnership with Odyssey to help our users transfer data from their Desktop file to the Online version. With this, I recommend completing the conversion form and send it by clicking the Start Conversion button. This is to ensure we’re able to migrate your data swiftly and accurately.

 

Here are the data that can be converted to QuickBooks Online (QBO):

  • Customer balances
  • Supplier balances
  • Items list
  • Historical transactions
  • Customer details
  • Supplier details
  • Chart of accounts
  • Account balances

 

Once we received your data file, we can complete the conversion process within three to five business days. We migrate your data and invite you to review the results. After you confirmed that you’re happy with the converted file, we’ll transfer your files for you.

 

Here’s an article you can refer to about the FAQs in importing data conversion to QBO: https://community.intuit.com/articles/1760414. To learn more about the system requirements for QBO and its features to help you get started, visit this article: https://quickbooks.intuit.com/global/faq/.

 

I’m looking forward to the success of the conversion process, fitnesspluscayma.

 

You can drop me a comment below if you need anything else. Have a great day.

View solution in original post

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Level 1

How to transfer data from quickbooks desktop to quickbooks omline?

Where can i send my files for the migration from Desktop to online?

Highlighted
QuickBooks Team

How to transfer data from quickbooks desktop to quickbooks omline?

Hello, @sallyng.

 

You just have to fill out the conversion form as mentioned by RaymondJayO. Then, upload your source file in the box provided, enter the conversion period and the rest of the necessary information. Once completed, confirm and send it to our conversion team.

 

To review the form, check out this link: https://www.odyssey-resources.com/quickbooks_online/Conversion.php.

 

Let me know if you have any other questions. I'm always here to help. Have a happy weekend!

Highlighted
Level 1

How to transfer data from quickbooks desktop to quickbooks omline?

I am looking to upgrade to Quickbooks online version. I am working off licence no {Removed from ModeratorProduct No {Removed by Moderator} -  an offline version which is around 9 years old.  Is it possible to transfer data of past years from the offline version to a online system. The 9 years of history is very valuable to me. Is there are solution to this?

Highlighted
Moderator

How to transfer data from quickbooks desktop to quickbooks omline?

Hello @Aramo,

 

Converting your company data from the desktop to online is only available for QuickBooks US and UK versions. Do you have any of these versions?

 

You can start by creating a backup copy of your 9-year old company data before converting it to the latest version of QUickBooks Desktop. To do so:

  1. Download and install a trial version of the latest QuickBooks Desktop.
  2. On the software, go to File.
  3. Select Open or Restore Company.
  4. Click Restore a backup copy.
  5. Find and open the backup copy of your 9-year old company data.
  6. Select Open.
  7. Click Save.

Once done, go back to the File menu and select Copy Company File for QuickBooks Online under Utilities. You can read through this article for the detailed steps: Move your QuickBooks Desktop file to QuickBooks Online.

 

I'm also adding a reference here in case you'll bump into errors when converting your company data.

 

Keep me posted in the comments if you need more help. Thanks!

Highlighted
Level 1

How to transfer data from quickbooks desktop to quickbooks omline?

That's so helpful, thank you. It is a UK version.  So to understand the process, I am converting my data taken from a 9 year old piece of offline software to the latest version of the offline software.  From there I can convert it to the online version. Have I understood the process correctly?

 

 

Highlighted
QuickBooks Team

How to transfer data from quickbooks desktop to quickbooks omline?

Hi Aramo,

 

Yes, you got it right. After converting the old file to the new version of QuickBooks Desktop (QBDT) for the UK, our Data Migration team will then help you convert your file to QuickBooks Online (QBO). You can refer to the article that Johnpril shared in his post.

 

I just want to emphasize that migration to QBO is possible if it’s not more than 60 days old. Otherwise, you’ll need to sign up for another QBO account.

 

Since you’ll be using the online version now, I’ll share some tips for checking references in the Community.

  • Always change the flag icon to the UK flag.
  • Search for the topic you like in the search bar.
  • You can click on QuickBooks help articles in the lower part.

If there’s anything that I can help, please don’t hesitate to go back to this thread.

Highlighted
Level 6

How to transfer data from quickbooks desktop to quickbooks omline?

@Aramo 

I am not sure you are able to convert 2011 data file directly on 2020 version in one jump. You need to call and ask Intuit Data Service to convert it. Make sure you have open a QBO account prior to call them.

https://quickbooks.grsm.io/UK

 

Should you need to resolve it in due course, consider purchasing a 3rd party conversion service and get a converted QBW file. You may self migrate it to QB Online from the QBD UK trial version.