Skip to main content
C
craig-cglewispla
October 24, 2020
Question

Im trying to export my company file from quickbooks desktop Uk version to quickbooks online but there is no option to export company file in the company tab

  • October 24, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

JoesemM
JoesemM
October 24, 2020

Thanks for posting the Community space, @craig-cglewispla.

 

It seems that the steps you've followed are for QuickBooks Pro and Premier. Exporting from QuickBooks Enterprise is a different procedure. I'll show you how:

 

  1. Sign in as an admin to the company file.
  2. Press Ctrl + 1 to open the Product Information window.
  3. Press Ctrl + B + Q, then select OK.
  4. On the export to QuickBooks Online window, select Get Started then Select destination.
  5. Sign in as an admin to your QuickBooks Online company.
  6. If you track inventory in QuickBooks Desktop:

     7 .Select the Choose online company▼ dropdown, then choose the company you want to be replaced by your company file, then click Continue.

     8.Enter “Agree” in the text field, then select Replace.

     9. Click Yes, go ahead and replace the data, then select Replace.

 

Once done, run a Balance Sheet and a Profit and Loss report in your QBDT and QBO account to ensure that the numbers match. Run the same report on an Accrual basis and for All Dates in both programs.

 

Here's an article that will guide through the step-by-step process: Move your QuickBooks Desktop file to QuickBooks Online. Though it's a US article it can be also applied in your version.

 

 

I've included these handy articles, that will help you fix errors upon converting, data that doesn't migrate, and how to get started in QuickBooks Online: 

 

 

Please let me know in the comment section down below if you have any other concerns. It'll be always my pleasure to lend a helping hand. Have a great weekend!

C
craig-cglewisplaAuthor
October 25, 2020

Hi, That didn't work 

If I start at the beginning, I have been running an outdated version of UK quickbooks desktop for some time and all working perfect but I need to upgrade so I bought a QB online subscription and want to transfer company file etc, the version I am running does not have the option to upload company file to QB online, so I downloaded a trial version of Quickbooks Pro desktop UK version which I have working fine with all my company details inputted correctly, but the UK version of QB desktop pro 2020 doesn't have the option to upload to QB online under the company tab. 

I also downloaded the US trial version but when I try restore my company file I get an error message saying file not created with US version of Quickbooks. so frustrating!!!!

S
SarahannC
October 25, 2020

Hello there, craig-cglewispla.

 

Importing data from QuickBooks Desktop to QuickBooks Online can be completed with any full-permission type user- Company Admin, Accountant, Master Admin. As long as you've signed up the company file with one of these user types, you should have the option to upload data to QuickBooks Online under the Company tab.
 

We can contact our specialist to further check why the UK version of QB desktop Pro 2020 doesn't have an option import data to another platform. Here's how:

 

  1. Go to the Help menu once you open QuickBooks.
  2. Click QuickBooks Desktop Help or press F1 on your keyboard.
  3. Select Contact us button. 
  4. Enter a short description of your concern in the Tell us more about your question box. 
  5. Hit Search. Select Start a message.

Here are some articles that help you with the process:

 

 

Let me know if you have other questions. I'm here to assist whenever you need help.

Fiat Lux - ASIA
Fiat Lux - ASIA
October 25, 2020

@craig-cglewispla 

Are you using an outdated version? Utilize the trial license of QB Desktop 2020 or 2021 and make sure your Total Targets < 500K migrating to QB Online.

https://quickbooks.grsm.io/UK

 

Terms & ConditionsAccessibility statement