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Stuaburt
January 3, 2023
Solved

Migration from Desktop to Online

  • January 3, 2023
  • 2 replies
  • 0 views

Quickbooks UK

As Desktop is coming to an end I decided to go with Quickbooks Online and transfer my data.

My current version of Desktop was 2019 so downloaded 2021 (the most recent version)

I installed 2021 along with the relevant license/product key.

Upon running Desktop 2021 I am presented a dialog box to begin activation. Selecting this then results in  a message that

"You'll need to update your software to access your Intuit Account here."
I update using Help>Update Quickbooks Desktop including closing and restarting the program.
I am then dumped back at the "Begin Activation" dialog and the whole cycle begins again.
Having taken out a subscription to Quickbooks Online I am now in the position that I can not use either the online service or the desktop version.
If anyone could help me activated my paid for software and/or help getting my data to the online version I would be grateful.
Following other posts I have also tried installing the 2021 trial version but when exporting it gets as far as "select target" before also going into the "You must update" loop.
 
MTIA, Stu
Best answer by GeorgiaC

Hi Stuaburt, thanks for getting back to us here - we'd like to clear up these concerns for you. All UK desktop licenses will continue to have full support and access as usual until the discontinuation on 30 June, 2023. We're currently working on a feature to allow users to access their data in a read-only format post-continuation, meaning you won't have to transfer all additional years and we'll be sharing further info on this in the coming months via email to registered desktop users. Movemybooks is the only supported method of conversion to QuickBooks Online; we won't be introducing a separate migration pathway to this. If you have any further Q's, please get back to us below. 

2 replies

M
Maybelle_S
January 4, 2023

I appreciate the effort of downloading QuickBooks 2021 and updating it to begin the activation, @Stuaburt.

Currently, we're working on a new service to help make your move from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) as smooth as possible. Thus, we aren't able to help you transfer your data from QBDT to QBO until we launch the new migration service.

 

In the meantime, you can use the open balance method to manually transfer your data from QBDT to QBO.

 

I'm adding this article for more information: Why can’t I move my data from QuickBooks Desktop to QuickBooks Online?

 

I'll also add this resource once you successfully converted your data: Post conversion checks for getting started with QuickBooks Online. This will help you get started with QBO.

 

Let me know if you have other QuickBooks concerns or additional questions about migrating your desktop data to QBO. I'll be glad to lend a helping hand. Have a great rest of the day.

S
StuaburtAuthor
January 4, 2023

Intuit have announced that they are discontinuing QBDT at the end of January 2023 (although I gather from forum posts that this is being put back to June 2023. I still don't know if my copy of QBDT will stop working before then.) 

You state that you are working on a new service to allow QBDT to QBO migration yet you are still going to discontinue QBDT before it is ready. I can't help but feel that this is the wrong way round. Do you have a current date of release for the new conversion method? I notice that the post you link to: Why can’t I move my data from QuickBooks Desktop to QuickBooks Online? was last updated on 27 July 2022. Is there any further update on this?

Attached is a screen grab from the dashboard of my QBO account. there is no mention here that I will not be able to transfer my data. Why is this dialogue being presented on the UK QBO site?

I am aware of the movemybooks method (which you don't mention) but will have to spend about £450 to ensure that the HMRC mandated 6 years of data are transferred.

 

To be honest I feel as though I'm stuck in some Kafkaesque hell where my desktop programme (which has worked fine since the days of Quicken) is being removed with no means of getting my data to the online offering that I am now forced to subscribed to.

G
GeorgiaCAnswer
January 4, 2023

Hi Stuaburt, thanks for getting back to us here - we'd like to clear up these concerns for you. All UK desktop licenses will continue to have full support and access as usual until the discontinuation on 30 June, 2023. We're currently working on a feature to allow users to access their data in a read-only format post-continuation, meaning you won't have to transfer all additional years and we'll be sharing further info on this in the coming months via email to registered desktop users. Movemybooks is the only supported method of conversion to QuickBooks Online; we won't be introducing a separate migration pathway to this. If you have any further Q's, please get back to us below. 

Fiat Lux - ASIA
Fiat Lux - ASIA
January 4, 2023

@Stuaburt 

If you are still using QBD 2019 or 2020 with the subscription license, you may consider 2 options

1. Purchase a new one time license for QBD 2020. If you have to comply with MTD requirements, you can use a 3rd party app. 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. The app costs GBP 30/year/company file + free for first year.

 

2. Prepare your QBO account

https://quickbooks.grsm.io/UK

 

then contact MMB to convert your core data for the last 2 years for free. They have disabled the conversion feature from QBD UK version. If you need to convert data with specific requirements (e.g attachments, multicurrency, jobs, purchase orders, estimates), you should purchase another 3rd party conversion service due to the limitation service from MMB.

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

 

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