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MR2397
June 21, 2022
Question

Moving from desktop pro to online

  • June 21, 2022
  • 2 replies
  • 0 views

looking for a solution that helps me migrate data from desktop to online…. But there’s more to it!!

 

This seems like an easy enough problem to solve but I am having no such luck.
Here is the situation: Our current bookkeeper runs her own business and uses desktop pro to handle her clients. We want to use quickbooks online and do our bookkeeping ourselves in house. 

 

From what I have gathered starting from scratch does not have to be the only way to do this successfully. I have been working with the bookkeeper and she has tried to migrate data from directly from her desktop application to our online account even using the same computer but no luck after hours of loading.  


so is it possible to even do this? Does the person with the desktop application have to have the same log in information or be on the same server as the quickbooks online user? Do I need to start from scratch and manually input my information? Please help!!

2 replies

J
JamesM4
June 22, 2022

Hi MR2397, 

 

It's exciting to learn you're looking to make the switch to the cloud version of QuickBooks. I'll be happy to share more info so you can have a seamless migration between the two programs. 

 

Since QB Desktop and QB Online are two separate products, you'll have to manually migrate your data. Here's a helpful article I encourage you to check out as it shows you how to: Migrate your data from QB Desktop to Online. You're more than welcome to ask other questions as you go through the article. 

 

I'll be one message away in case you need anything else. Otherwise, I wish you a great rest of the week.

Fiat Lux - ASIA
Fiat Lux - ASIA
June 22, 2022

@MR2397 

Which QB Desktop year version does she run?

Ask her to open your file, hit CTRL 1 keys and check how big the Total Targets are.

 

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