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K
Kev-20
December 31, 2022
Question

Migrating QB Desktop to Online

  • December 31, 2022
  • 2 replies
  • 0 views

Hello all
I have a monthly subscription for QB Pro desktop for several years. I thought the idea of this was to keep it up to date despite auto update, it's still QB 2020 Pro and tomorrow it's 2023. I can't re-install it on a new computer, neither can I upgrade to the online version (Not my choice there !!) as it keeps saying to upgrade to the latest version !!

How the hell can I upgrade to the latest version when I thought that is exactly what I've been paying for, for the past 4 years - by clicking on a ridiculous link that takes me round in circles !!!
1.5hrs and getting no-where. How do I migrate to online version in the so called 3 easy steps when QB is sending me round and round getting no-where?

Thanks if anyone can help (Without me having to pay a huge phone bill for someone to talk me through what is meant to be a simple migration)

QB will lose another customer due to this OTT and frustrating task of going to their online version

2 replies

M
Mark Armistead
December 31, 2022

You do know Intuit are ceasing desktop in the UK next year don't you?

 

Have you tried downloading the upgrade file from here https://downloads.quickbooks.com/app/qbdt/products

It should update to the newest version then you could move onto QBO. QBO data import is now conducted by a 3rd party. which charge you extra so you can keep your legally HMRC required 6 years worth of books. However, I wouldn't rush in with both feet. If you can get your data moved across try running Online and Desktop side by side for a while before deciding if it's right for you.

I will warn you Intuit's customer support if pretty bad, and don't expect them to fix anything, and that includes the missing basic features.

 

Hope that helps, and happy new year 🙂

 

PS. Expect one of the Intuit bots to reply with some half baked reply.

    K
    Kurt_M
    December 31, 2022

    I'm joining in to share some details about this, @Kev-20.

     

    Yes, @Mark Armistead is right. You can utilize the free trial version of the latest QuickBooks Desktop application to have your data upgraded to the newer version. However, please know that if you choose to proceed using this method, you'll have to do it gradually. That said, if your data is from the QuickBooks Desktop 2020, you'll have to go through QBDT 2021 and then QBDT 2022, and lastly, the latest version, which is the QuickBooks Desktop 2023.

     

    Once you've got your data files upgraded, you can start slowly migrating them into your QuickBooks Online (QBO) company. You can refer to this article for further guidelines: Move your QuickBooks Desktop file to QuickBooks Online.

     

    In addition, here's an article to know more about how QuickBooks handles your desktop data to online: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

     

    I'd also recommend checking this page to know what to expect after migrating your data to QBO: Learn about converting from QuickBooks Desktop to QuickBooks Online.

     

    If you need further assistance managing your company data, don't hesitate to leave a comment below. I'll make sure to get back to you as soon as possible. Take care, and happy holiday!

      K
      Kev-20Author
      January 2, 2023

      @ KurtKyle_M

      Very helpful, thank you so very much. I clearly had no idea about having to go to each new version before being able to go to QBO. So just to confirm, yes I am on QBDT 2020, I've been with QB for 15 years now. So, using the link provided by Mark and both of your help, I'll use the link to go to QBDT2021, then 22 and finally 23

      I hope this post remains open as I want to come back to let you know how I get on as I cannot be the only person having to go through all of this

      Again, thanks so much for the time and kind help you've given me

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      January 1, 2023

      @Kev-20 

      Where is your company located? UK or anther country?

      K
      Kev-20Author
      January 2, 2023

      @ Fiat Lux

      Company is based and ran from the UK

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      January 2, 2023

      If you are still using QB Desktop 2020, you may have 2 options:

      1. Prepare your QB Online account

      https://quickbooks.grsm.io/UK

       

      then use MMB service to convert your data. But you should consider purchasing another 3rd party service if you need to convert data with certain requirements (e.g. attachments, multi-currency)

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

       

      2. Purchase a new one time license for QB Desktop 2020 UK version. Then use a bridging app to meet MTD requirements. They provide a HMRC Approved web based solution for submitting your VAT returns for MTD. You can use your own excel spreadsheet or use an export Excel or CSV from any accounting program for free for the fist year.

       

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