QuickBooks Desktop discontinuation support

Thinking about moving to QuickBooks Online? Great! We want to make sure your move experience is as seamless as possible. That’s why we’ve partnered with Movemybooks, a self-service data conversion tool that automatically converts and transfers your QuickBooks Desktop data to QuickBooks Online.

Here’s how you can move to QuickBooks Online.

Before making a decision, take a look at the different QuickBooks features and products to find the option that suits you best.

If you choose to use alternative providers and want to move your data, skip to 'Moving your data outside of QuickBooks Desktop'.

How do I set up users in QuickBooks Online?

QuickBooks Online lets you invite people to your books so you can work together and save time. When you add a user, you can manage their roles and limit their access to specific tasks. 

You can backup your QuickBooks data by using the data export tool. This tool downloads your company data onto your computer for safekeeping. However, you can't use the data export tool to move your data from QuickBooks Desktop to QuickBooks Online.

Follow these steps to download and save your data.

If you're looking to transfer your data to a new financial management system, you may wish to consider using a data conversion service from an outside company.

You may need access to your desktop software when working with a third party, if you currently don't have access to the correct desktop software you can download, install and use this 30 day version of QuickBooks Desktop 2021.

Follow these steps to export your Desktop data so you have it ready when you use another program to manage your bookkeeping.

1. Backup your QuickBooks Desktop data. 
2. Export your lists and create a detailed chart of accounts report, plus open transaction reports to help you set up. 
3. Download all your sales and purchase invoices, then complete the following: 
   1. Go to Preferences and remove the period end date.
   2. Check any spelling and notification of changes made before you start – this will let you print without having to confirm multiple times.
   3. Select the invoices for the year you want to download.
      Note: You can download the entire year. We recommend downloading invoices by month if you have more than 25 invoices per month. You can print or download the invoices as a PDF and save them in a folder
4. Download and save copies of all your bank statements.
5. In your new accounting system, enter the opening balances into your chart of accounts and import your customer and supplier lists.
6. Finally, re-create or import your open transactions and adjust your open balances accordingly.