Move your QuickBooks Desktop file to QuickBooks Online (2024)

FAQs

Move your QuickBooks Desktop file to QuickBooks Online? ›

In QuickBooks Desktop, log in as an admin to the company file you need to import. Go to the Company menu, then select Export Company File to QuickBooks Online. Select Get started. Click Select destination, then sign in to your QuickBooks Online account.

In QuickBooks Desktop, log in as an admin to the company file you need to import. Go to the Company menu, then select Export Company File to QuickBooks Online. Select Get started. Click Select destination, then sign in to your QuickBooks Online account.

Going forward, you'll input new data in QuickBooks Online. You'll still keep the QuickBooks Desktop company file with your data, but can only access this data with an active QuickBooks Desktop subscription.

Yes, you can switch from QuickBooks Desktop to QuickBooks Online. Your data will be transferred from QuickBooks Desktop to QuickBooks Online, but not all of the data will copy seamlessly. Visit the QuickBooks guide to switching from Desktop to Online to see precisely which data points do not convert.

The long answer: Intuit are sunsetting some versions of QuickBooks Desktop (QBD), and it might be possible for some users to keep accessing it —though it is not recommended. From May 31st, 2023, Intuit will stop supporting these QuickBooks Desktop 2020 versions: QuickBooks Desktop Pro 2020.

How long will the migration take? The migration to QuickBooks Online takes about 30 minutes to complete. Make sure to keep QuickBooks Desktop running until the migration is done.

Is QuickBooks Online better than Desktop? QuickBooks Online is better for business owners who want easy-to-use cloud-based accounting that includes anywhere online access, mobile apps, and tons of integrations with other business apps.

You can automatically send invoices and statements. You can automatically send reports. Bank and credit card transactions download nightly. Track inventory first-in-first-out (FIFO)

It's easy. If you've been using Excel templates or Excel invoicing to keep track of your finances, Quickbooks can import the files for you. Our free invoice template means you'll never need to use an Excel invoice again!

What is the limitation in migrating from QuickBooks desktop to online? ›

Note: If the file exceeds the target limit (750,000) it can't be converted to QuickBooks Online. The only option is, you can only import lists and balances into QuickBooks Online or start fresh.

QuickBooks Desktop is best for businesses that are comfortable with accounting and don't need real-time collaboration, and QuickBooks Online is best for businesses that need real-time collaboration and access to their QuickBooks file from any device.

From the QuickBooks File menu, select Utilities > Export > Lists to IIF Files. Select the list you want to export and click OK. Browse the location where you want to save your file and click Save.

In conclusion, slow performance in QuickBooks Online can occur due to various reasons, such as outdated plugins, excessive use of system resources, or slow internet speed. By following the quick fixes mentioned above, you can improve the speed of QuickBooks Online and avoid any issues with its performance.

The QuickBooks 2023 Desktop prices will be: QuickBooks 2023 Desktop Pro Plus $549. QuickBooks 2023 Desktop Mac Plus $549. QuickBooks 2023 Desktop Premier Plus $799.

You can still use the older software. But you don't get support or updates and any add-ons like payroll or payment processing stop working. In May 2023 the 2020 version will be sunset. You can learn more about this in the QuickBooks help article: QuickBooks Desktop service discontinuation policy.

Access to add-on services, live technical support, software updates and security patches are all discontinued after May 31, 2023 for QuickBooks Desktop 2020. If you do not use add-on services with QuickBooks Desktop, your software will continue to work.

One of the benefits you can reap by converting QuickBooks Desktop to QuickBooks Online is that it is free of cost. Intuit doesn't charge anything for importing data to the online version. You can easily compare reports from current year to previous year.

When should I move away from QuickBooks? ›

You're opening your company up to fraud, increased human error, and potential security risks. You are about to reach the maximum number of users. QuickBooks caps users at a 30-person limit. If you foresee future growth in your business, QuickBooks does not scale with your company.

All of the classes on your Class List and all transactions that have classes are converted with their class information intact.

QuickBooks Online Pricing FAQs

QuickBooks Online is cheaper than desktop on a month-to-month basis and should definitely be considered if you have a lot of employees that need access to the software.

Answer: Intuit has significantly increased the prices for QB Premier 2021. The wholesale pricing has nearly doubled, and we don't expect the prices to go down. The guess is that Intuit would like to make QB Premier a subscription service like they did with QB Enterprise a few years ago.

QuickBooks uses the weighted average cost to determine the value of your inventory and the amount debited to COGS when you sell inventory. The average cost is the sum of the cost of all of the items in inventory divided by the number of items.

Quickbooks Bookkeepers compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records.

QuickBooks Online Free 30-day Trial Offer Terms: First thirty (30) days of subscription to the QuickBooks Products, starting from the date of enrollment is free.

Common Deciding Factors to convert quickbooks desktop to online. If you search through QuickBooks forums and online communities, you would find people mentioning that it takes only 15-30 minutes to convert files from qbdt to qbo. Then, there will be users mentioning the time taken to be up to 24 hours.

Depending on the amount of data to transfer, the migration process can take up to 72 hours. You can visit our migration wizard to get started. Note that data cannot be migrated into a QuickBooks Online Company file that has existing data contained within it.

Memorized reports/transactions do not migrate from desktop to QBO. If your business is big on either or both of these features, be aware you will have some extra work to recreate them in QBO.

How far back can QuickBooks Online go? ›

Choose the account type that matches your chart of accounts in QuickBooks. 7. Select how far back you want to download transactions. You can download the last 90 days of transactions.

Intuit allows Comma-Separated Values (CSV), QuickBooks Online (QBO), and Quicken (QFX) files to be uploaded. The maximum file size is 350 KB. If your file's too big, try shortening its date range and downloading transactions in smaller batches. Once you're ready, you can start the upload.

Sign in to QuickBooks Online using a supported web browser. On the Export overview screen, click the Get Started button. Click the Download tool button to download migration tool.

Audit Trail:

The audit trail of previously entered transactions does not convert from Desktop to Online, but QuickBooks Online has its own automatic Audit Log with a detailed audit trail of every transaction that is added or changed, as well as the log in/out of users accessing the file.

QuickBooks Desktop products are offered on an annual subscription basis. Unlike QuickBooks Online plans, which each come with a set number of users, QuickBooks Desktop plans come with one user license. Business owners must pay extra for each additional license, regardless of plan.

This means that users will need to renew their account annually, failure to do so will result in the inability to open their files until the license is renewed. However, users will still be able to view the file one year after their subscription expires in QB Desktop 2023, but editing won't be possible.

There are four item types: inventory, non-inventory, services, and bundles. These help you categorize the products and services for better tracking.

From QuickBooks, go to the File menu, select Utilities, and then select Move QuickBooks to another computer. Select I'm Ready, then create a one-time password. Follow the instructions to choose the USB flash drive you'll use. Then wait for the files to be copied.

How do I transfer client data to QBO? ›

Open your new version of QuickBooks Desktop. Go to File, then select Open or Restore Company if you don't have your company file open. Select Open a company file, then Next. If you have a backup company file (QBB) instead of a company file (QBW), select Restore a backup copy.

Import and export overview

You can import things like your bank transactions, accountant's changes, general journal entries, and batch transactions. You can also import your customers and vendors. You can export reports, general journal entries, and customer and vendor lists.

Intuit Interchange Format (. IIF) files are ASCII text, TSV (Tab-Separated Value) files that QuickBooks Desktop uses to import or export lists or transactions. These files make it easier to transfer data to and from different platforms to better manage company records in QuickBooks.

Sign in to QuickBooks Online Accountant. Go to Settings ⚙ and select Import desktop data. Select the Windows or Mac tab.

QBO doesn't offer the features you need.

This is its own number because this is such a common rejection of the software. As mentioned QBO is not built to handle everything. Construction accounting, job costing, and inventory management are several common limitations. The apps were designed for this purpose.

QuickBooks Desktop Pro or Premier

In QuickBooks Desktop, log in as an admin to the company file you need to import. Go to the Company menu, then select Export Company File to QuickBooks Online. Select Get started. Click Select destination, then sign in to your QuickBooks Online account.

Yes, you can always transfer QuickBooks license from one computer to another. Before beginning the transfer process, Intuit recommends you first find your QuickBooks license number and product number. To find these on the original computer, open QuickBooks, Select Help, then select About QuickBooks.

In QuickBooks Online (QBO), you can invite an accountant without any charges. Since the user encountered an issue, I recommend contacting our QBO Support Team. One of our specialists will review the Manage users settings in a secure place.

What is QuickBooks migration tool? ›

Whether you have access to QuickBooks Desktop software or just a Desktop file, our online migration tool allows you to migrate your clients' data using a web-hosted solution without having to purchase a Desktop subscription.

Your system may not be meeting the minimum system requirements to run the QuickBooks Migration Tool. Some system-related issues may also incite this error. Using an out-to-date version of QuickBooks and Windows O/S may also provoke QuickBooks Migration failed unexpectedly error.

You can move it to your new computer or another location on your hard drive. Then open QuickBooks and select Open or Restore an existing company. Browse your computer for the folder you just copied and open the copied company file.

There is certain payroll information, that one can't convert using the QuickBooks conversion tool. This includes: paycheck, employee year to date information, payroll item, individual employee wage, etc.