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Level 1

How to transfer data from quickbooks desktop to quickbooks omline?

 
Solved
Best answer September 26, 2019

Best Answers
Moderator

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

21 Comments
Moderator

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

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?

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!

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?

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!

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?

 

 

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.

Level 15

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.

Level 2

How to transfer data from quickbooks desktop to quickbooks omline?

Hello @JessT !

 

Thanks a lot for a detailed instructions!  We have successfully done the import. But now we have another issue - in account [email address removed] appeared two companies:

  1. Company ID 9130 3481 5780 2146 (Looks that it is the empty company which we created while initial QB Online registration and subscribing process)
  2. Company ID 9130 3481 5788 7346 (Looks like the imported company which was created automatically during importing process)

 

So as we investigated now, we have a subscription only for a first company and have a trial for second.

This is what we have in Billing&Subscription section for each company:

  1. Company ID 9130 3481 5780 2146 / QuickBooks Simple Start / SUBSCRIBED / Next charge on 04/22/2020
  2. Company ID 9130 3481 5788 7346 / QuickBooks Plus / TRIAL / Ends 22/04/2020

 

  • How can we apply the subscription of first company into the second company to not be billed twice?
  • Is there any  option to download regular backups for protect against human factor mistakes?

PS @Aramo and me are from the same organisation :-)

Level 2

How to transfer data from quickbooks desktop to quickbooks omline?

Hi!

There was a detailed question in my reply but moderator marked it as a spam and removed it. What was wrong with it?

The link to my message is https://quickbooks.intuit.com/learn-support/global/importing-and-exporting-data/re-converting-data-f...

But content not saved :-(

Level 2

How to transfer data from quickbooks desktop to quickbooks omline?

Hello @JessT !

 

Thanks a lot for a detailed instructions!  We have successfully done the import. But now we have another issue - in account [email address removed] appeared two companies:

  1. Company ID 9130 3481 5780 2146 (Looks that it is the empty company which we created while initial QB Online registration and subscribing process)
  2. Company ID 9130 3481 5788 7346 (Looks like the imported company which was created automatically during importing process)

 

So as we investigated now, we have a subscription only for a first company and have a trial for second.

This is what we have in Billing&Subscription section for each company:

  1. Company ID 9130 3481 5780 2146 / QuickBooks Simple Start / SUBSCRIBED / Next charge on 04/22/2020
  2. Company ID 9130 3481 5788 7346 / QuickBooks Plus / TRIAL / Ends 22/04/2020

 

  • How can we apply the subscription of first company into the second company to not be billed twice?
  • Is there any  option to download regular backups for protect against human factor mistakes?

PS @Aramo and me are from the same organisation :-)

QuickBooks Team

How to transfer data from quickbooks desktop to quickbooks omline?

I appreciate the details that you gave, @firuz1844.

 

You've got me here to share some insights about creating backups in QuickBooks Online and get you pointed in the right direction with your subscription concern.

 

To help you with managing your subscription, I suggest contacting our Customer Care Team. They have the tools to access your account and discuss with you on what is the best action to do so you won't be billed twice.

 

On the other hand, creating and restoring a backup copy of your company file is only available to the Advanced version of QuickBooks Online. If you are using the SimpleStart, Essentials, or Plus version, there's no need for you to make a back up since the QBO will automatically backs your data up with the same level of security used by banks and financial institutions. 

 

Here's a link that you can check out for more details about this process: Do I need to back up my data with QuickBooks Online?.

 

Additionally, you can always visit the Audit Log function in QBO to keeps track of your activities. This way, you can see who made changes to your books and what they did. 

 

Here's how:

  1. Select the Gear icon.
  2. Click Audit Log
  3. Select the Filter button at the top left of the screen.
  4. Choose the person that you'd like to review in the User section. 
  5. Apply any additional filtering that will make the review easier. 
  6. Click Apply

I'm also adding here an article that you can visit about the importing data FAQ's in QBO for reference: Common questions about importing data to QuickBooks Online.

 

Let me know if I can be of any additional assistance. Have a wonderful rest of your day. 

Level 1

How to transfer data from quickbooks desktop to quickbooks omline?

I am having the exact same problem, that the export created a new company under a trial and was not moved to the company I already have a subscription for. Please assist

Level 15

How to transfer data from quickbooks desktop to quickbooks omline?

@Niklas van den Boom 

Which QB Desktop version do you have? Where is your company located? 

Moderator

How to transfer data from quickbooks desktop to quickbooks omline?

I'm here to make sure you'll get the right support in converting your Desktop data to QuickBooks Online (QBO), @Niklas van den Boom

 

It could be the system didn't detect that you have a subscribed QBO company when performing the exporting process. That's why it created a new company under a trial version. 

 

Transferring the data to your correct company requires pulling up your account. With this, I'd suggest contacting our Customer Care Team. They can help you complete this task, so you'll be able to use your subscribed QBO account. I'll guide you how.

  1. Go to the Help menu at the upper right. 
  2. Select Contact Us
  3. Enter Transfer Data From Desktop To The Subscribed QBO Account in the What can we help you with? box. 
  4. Hit Let's talk
  5. Choose a way to connect with a live support agent.

 

For more information, check out this article: Contact Support

 

Once resolved, the trial account automatically cancels after 30 days with no billing charges. If you want to cancel it now, you can go to the Company Settings to perform this. For detailed steps, see the If you're cancelling your free trial section through this article: Cancelling QBO Account

 

Furthermore, I recommend visiting this website: Help Articles. It is a resource hub that helps you manage your income, expenses, banking, inventory, taxes, and QBO account. 

 

I'll be right here to help if you need anything else. Enjoy the rest of your day, @Niklas van den Boom

Level 1

How to transfer data from quickbooks desktop to quickbooks omline?

Hi How do i transfer data from QB desktop to QBonline?

Level 15

How to transfer data from quickbooks desktop to quickbooks omline?

@wendyting 

It depends on:

1. Where your company located is

2. Which QB Desktop country version you have

Level 1

How to transfer data from quickbooks desktop to quickbooks omline?

philippines ,US qbdesktop

Level 15

How to transfer data from quickbooks desktop to quickbooks omline?

@wendyting 

QBD US version can only migrate to QBO US version. You have to utilize a 3rd party tool migrating to QBO other country version. i.e TP Exporter for Desktop, TP Importer for Online

https://transactionpro.grsm.io/qbo

 

Make sure you have open a QBO Philippines version

https://quickbooks.grsm.io/Philippines

 

 

Level 1

How to transfer data from quickbooks desktop to quickbooks omline?

Quickbooks Premier 2019 US

Level 15

How to transfer data from quickbooks desktop to quickbooks omline?

Antoher option for your QB Desktop, should you need to access your data by internet connection, you may deploy a private cloud solution or put your license and data file on an authorized QB cloud hosting.