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9130348202281416
Level 1
posted
‎October 07, 2020 12:48 AM
last updated ‎October 07, 2020 12:48 AM

transfer data from desktop to online

I bought QBooks Accountant online under the name "NS Consultancy" with 12 additional licence for the companies I deal with.
 
Every month I update the companies on Desktop and then transfer to the Online, hence both systems have the same data. As you are aware, when you do the transfer from desktop to online, you get the list of companies from the online site and you have to choose which Company you want to select and transferred to. Yesterday when I tried to transfer one updated company from Desktop to Online, I was given only the Practice name "NS Consultancy" in the select field. All the other companies are missing. This is the first time that this happens to me.
 
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3 Comments 3
BettyJaneB
QuickBooks Team
QuickBooks Team
‎October 07, 2020 02:27 AM

transfer data from desktop to online

I'm here to make sure you'll get the right support in transferring your Desktop data to QuickBooks Online (QBO), @9130348202281416.

 

When transferring your file from QuickBooks Desktop to Quickbooks Online, you'll need to make sure that the two platforms are in the same region/version. This way, the data will be transmitted successfully. 

 

However, to help determine why your other companies are missing upon converting your data, I suggest contacting our Customer Care Team. They have the tools that can fix and identify the root cause of this matter since it's the first time that you've encountered this hurdle. 

 

To reach them: 

  1. Go to the Help menu at the upper right. 
  2. Select Contact Us. 
  3. Enter a brief description of your concern in the What can we help you with? box. 
  4. Hit on Let's talk. 
  5. Click on Start a chat.

 

Please let me now on how the call goes. I'll be right here to help if you need anything else. Enjoy the rest of your day!

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9130348202281416
Level 1
‎October 07, 2020 02:42 AM

transfer data from desktop to online

Betty

Where do I see the Help menu please?

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AlcaeusF
Moderator
Moderator
‎October 07, 2020 03:04 AM

transfer data from desktop to online

Hi there, @9130348202281416.

 

Welcome to the QuickBooks family. Allow me to chime in and show you the location of the Help menu in QuickBooks.

 

The menu is visible in the upper-right corner of your screen when you log into your QuickBooks account (see sample screenshot below).

 

 

I've also attached an article you can view about the FAQs in importing data conversion to QBO: Import Data Conversion to QuickBooks Online - Frequently Asked Questions.

 

Let us know if you have any other concerns. We're here to help.

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