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sld2012
March 17, 2023
Question

Migrating from QB desktop to QBO

  • March 17, 2023
  • 1 reply
  • 0 views

QuickBooks has decided to end the desktop version and force users to use an online version! I haven't migrated yet but have been reading on the many failures of migration. I decided to call the sales/help line with a few questions but wasn't much help. Can someone please help with my questions.

 

1) QB uses MovemyBooks to help with migration but only offers 2 financial years free, what happens to the previous years? Would all transactions just start from 01.02.2022? the rest entered as a total opening balance? Or pay £900 + VAT to migrate maximum 12 years!! We have been using QB since 2003.

 

2) I have been told by QB sales that MMB converts all multi currency to GBP and when transferred to QBO I would have to manually change 1000s of transaction from GBP to the original currency. Is this a joke? where would one get the time to convert all these transactions? There would be discrepancies in all reporting due to exchange rates!

 

Seems like QB has gone back to the stone age instead moving forwar and making life easier!

1 reply

A
Ashleigh1
March 17, 2023

Hello Sld2012, Welcome to the Community page,  have you read the Limitations article & post migrations article on Move My Books as all the answers are on all those articles for you. 

 

So for question 1, you have access to the Export Tool, which is now live so you can see all reports for all FY's you have on QBDT.  - It would show all the balances entered up to, to the date you migrated.

 

For Question 2, is completely wrong, 

Basically MMB do not convert Multi Currency. It converts all into home currency which will be GBP.

This is correct and you would not change any of the transactions.

The post migrations tasks advise how to proceed with MC after conversion. 

 

I would recommend that you read through these 3 articles

https://movemybooks.co.uk/move-to-quickbooks/limitations-of-service-quickbooks/

https://movemybooks.co.uk/foreign-currency/

https://movemybooks.co.uk/move-to-quickbooks/post-conversion-tasks-quickbooks/ 

 

S
sld2012Author
March 17, 2023

Hello Ashleigh1

Thank you for your reply an suggestions. I have briefly read the links you have sent. A few years ago I had transferred one of my companies from QBDT to QBO and all historic transactions were transferred (some accounts have been named QBDT and made inactive in QBO). So how come this time QuickBooks has decided to make us users pay for a max of 12 years?

If i just transfer the 2 years for free and everytime I needed to refer to an older transaction i would have to go to the exported file instead of being able to to view it all on QBO!

 

The post migration tasks says I would need to create a new contact in the correct currency and then allocate the outstanding invoice to the new contact in the currecny currency!

 

Does QuickBooks/Intuit realse how time consuming this is with 100s of our clients based abroad. This is not helpful in anyway. Certainly thinking of using a different software for my business.

G
Gilbey
March 17, 2023

Same here. The option is still on the menu list, but if you try to run that process now. Company - Export You File to Quickbooks Online. I got as far as screen 3 which says that you need to update your software. This is after screen 2 says 'Good news, your company file is ready to move to Quickbooks Online'!

 

I spoke to Desktop Technical who said that that feature was disabled Autumn of last year. The reason was something to do with Microsoft withdrawing support for Internet Explorerand. He then tried to explain this weird system of having live data and archived. , Case of the Generals lying to the troops me thinks.

 

As the feature worked previously why kill it, apart from getting a slice of the Move My Files extra years charge scam. Or whatever it's called.

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