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TinaCarrick
April 28, 2020
Question

Migration from Desktop to online

  • April 28, 2020
  • 3 replies
  • 0 views

We are currently working on Desktop Accountant and are migrating to online, we have 8 years of data and over 525000 targets in our current file.  We currently tun payroll online.

Is it possible to import all transactions in the last year only rather than the whole file?  If so any tips on this please. 

Plan B was to export customers and suppliers who we have only had transactions within the last year by running the customer/supplier balance detail reports with the timeframe of 1/5/19-30/4/20 and then use this list to delete clients/suppliers out of the csv prior to import.  Is there a way to import details of outstanding transactions for suppliers/customers so that payments received/paid can be allocated to the relevant transactions?  Or can we only import add opening balances by customer/supplier account and maintain details of outstanding invoices outside of quickbooks online. Any tips or information on how this has worked for others will be gratefully received.

3 replies

R
Ryan_M
April 28, 2020

Hi @TinaCarrick,

 

 I'll take care of your queries about migration from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

 

The conversion process from QBDT to QBO doesn't provide you an option to select a specific number of transactions that will be included. it will convert the whole QBDT company file. As for your other option, that's possible. 

 

Follow these steps to import your customers:

 

  1. Go to the Gear icon.
  2. Select Import Data.
  3. Choose Customers.
  4. Click the Download a sample file link so you can see an example of a template you need to use for the import process. 

At this point, you can proceed to enter your customer's info into the CSV file. You can follow the same steps I provided above. You simply need to change step 3 from Customers to Suppliers this time. 

 

You also have the option to import invoices and bills. Be advised, their corresponding payment transactions aren't included. You'll have to manually link them to their respective transactions. 

 

See this article for tips on other transactions you can import in QBO: Import or export MS Excel files. The import process here has 2 options, while the export process only has 1. 

 

On the topic of migration from QBDT to QBO, see this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online. This contains a list such as Chart of Accounts, Online Banking, and Journal Entries. There's a short description for each that states how they'll be treated by the migration process. 

 

If you need further assistance, place a comment below. I'll get back to you as soon as I can. 

Fiat Lux - ASIA
Fiat Lux - ASIA
April 29, 2020

@TinaCarrick 

Your total target is more than 350K and you won't be able migrating to QBO. You may have 2 options:

1. Utilize a 3r party migration tool. i.e TP Exporter for QBD, TP Importer for QBO.

https://transactionpro.grsm.io/qbd

 

2. Purchase a 3rd party condense service to reduce the target count.

 

If you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you have to pay the regular price.

https://quickbooks.grsm.io/UK

 

 

A
almeidad
June 9, 2020

Your best option would be a SuperCondense to reduce the target counts in the data file and then upload it to QBO. This will ensure all lists and transactions are converted to QBO and save you hours of work. A supercondense will cost you as it is done by a third party provider. So basically you need to decide if you want to spend money and save time, or you spend the time to do it manually and save money. 

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