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October 24, 2022
Question

Migrating to On-Line from Desktop Problem

  • October 24, 2022
  • 2 replies
  • 0 views

When trying to export my company file to migrate to on-line I am getting a "You will need to update your software to access your Intuit Account here" message that is preventing the export of the data file ? 

 

Please assists. It seems somewhat nonsensical that to migrate from Desktop to On-Line one needs to first update the Desktop version ? 

 

Looking forward to a solution. 

 

Thanks.

Simon.

2 replies

Fiat Lux - ASIA
October 24, 2022

Do you need to convert data from QB Desktop US version to QB Online US version?

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

Which QB Desktop year version do you have?

If you are running an outdated version (2019 or older), you can utilize the trial version for QB Desktop 2023 to upgrade your data and convert it to QB Online.

Jen_D
October 24, 2022

I want to make sure your file conversion is seamless, @Migrating to On-Line Problem.

 

When you want to covert from QuickBooks Desktop to QuickBooks Online, you need to have the desktop updated to the latest release. Before anything else, may I know what version of QuickBooks do you have? You may check the current release from the following:

 

 

 

If your current company file is not updates, you can manually install the update patch outside QuickBooks and see if it makes a difference. See these steps:

 

  1. Go to the Downloads & Updates page.
  2. Choose US for the country.
  3. Below the survey, click on the standard setup link.
  4. On the next page, enter your QuickBooks version to update then press Search.
  5. To download the patch, click the link for Get the latest updates.
  6. At the bottom once the patch is downloaded completely, wait until it launches automatically. You can also double-click on it to apply the update. See this sample screenshot:

 

After updating file, you can follow these steps to start the conversion process:

 

  1. Make sure to sign in as an admin to the desktop company file you want to move.
  2. Press Ctrl + 1 to open the Product Information window.
  3. On your keyboard, press Ctrl + B + Q, then select OK to display the export window.
  4. On the export window, select Get started.
  5. Sign in as an admin to your QuickBooks Online company.
  6. Use Choose online company, then select the QuickBooks Online company you want to replace with your company file.
  7. Click Continue.
  8. If you track inventory in QuickBooks Desktop:
  9. Add the keyword “Agree” in the text field, then select Replace.
  10. Select Yes, go ahead and replace the data, then select Replace.

 

I've included some related links to aid you with the conversion process:

 

 

If you're still unable to convert, I highly recommend contacting our Support Team for assistance. They can help you transfer your file successfully. Here's how to contact our Technical Support:

 

  1. Open QuickBooks and click the Help menu.
  2. Select QuickBooks Desktop Help.
  3. On the pop-up screen select Contact us.
  4. Click the Search for Something else button then type your concern in the Ask us anything box.
  5. Hit Search then scroll down to get your contact options.

 

Refer to this article to learn more about our contact options and support availability: Contact QuickBooks Desktop support

 

I want to ensure everything is resolved for you. Post here again with the result as I want to know that this has been taken care of. I'm also here to provide further assistance if you need further help.

October 24, 2022

Hi, 

Thank you for this. We are are based in South Africa not the US. 

Fiat Lux - ASIA
October 24, 2022

@Migrating to On-Line Problem 

Do you need to convert data from QB Desktop US version to QB Online South Africa version? OR

Do you need to convert data from QB Desktop South Africa version to QB Online South Africa version?

OR else?

https://quickbooks.grsm.io/South-Africa