Question

Combining multiple Desktop with Online account for One Company

Forum|Forum|3 years ago
June 20, 2023
2 replies
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Our former bookkeeper was doing our bookkeeping tasks on QB Desktop. She sent me the files and I have successfully created and migrated that Company file to a new QBO File.

While she was doing reconciliation, reporting etc in Desktop, we were also using a separate QBO account for invoicing, Time, Projects, and Payroll.

I want to know how to successfully migrate & merge the data from our former QBO account into the new QBO account that has her former desktop files imported.

That is, how can I avoid duplications/serious headache with this? The data she kept in the desktop files (which again, are now in a brand new QBO company file) did not include all the same info as she was not the one doing invoicing, sending estimates, or running payroll/managing QBTime for our employees. I want all of this in one complete file. I will also need to migrate everything from our former QBTime account to the new one.

T

Trish_T

Hi tamad17,

Thanks for reaching out here. I'm glad to hear that you were able to successfully create a new QuickBooks Online account and manage your QuickBooks Desktop migration. It's important that you're able to import the remaining data, so your books are complete. I'd be happy to provide more information, so you're on the right track with your work!

Although you would like to import the remaining information in one batch, this isn't possible. QuickBooks Online enables you to export reports and lists, then import them to your new QuickBooks Online account seamlessly. It's important to note that payroll doesn't transfer. For this reason you'll need to manually enter your payroll information, or review your options for a third party app.

Please don't hesitate to reach out again, if any other questions come to mind. We're here for you!