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R
RachelIllsley
June 6, 2023
Question

QuickBooks Migration from QB Desktop QB Online Post 30 June 2023

  • June 6, 2023
  • 1 reply
  • 0 views

Dear QuickBooks

 

We have now migrated two years of our accounts to QBO. This process has been a nightmare because of the limitations of QBO compared to QBD and has taken us several months of work.  But that is another post for another day.

 

The question I have for today is as follows:-

  • We have tested accessing our historic data in the read own portal.  This has masses of limitations mainly because you can only export data to a CSV file.
  • If we try using the portal to access our data from over two years ago and find the limitations too time consuming, can we then decide to export seven years to a second QBO file, post 30 June 2023?  Or does this need to be done this month?

1 reply

A
AileneA
June 6, 2023

Hello, RachelIllsley. 

 

I understand your frustration entirely, and It's crucial to keep accurate records in the system. QuickBooks Online and QuickBooks Desktop are completely different platforms. Although you can export your 7-year data, due to limitations, some information may be missing depending on the size of your company file.  

 

For additional information about importing data from QBDT to QBO, please refer to this article: Learn about converting from QuickBooks Desktop to QuickBooks Online.  

 

I've also attached an article discussing what to expect when converting files from QBDT to QBO: Switch from QuickBooks Desktop to QuickBooks Online when you know what data doesn't convert when you migrate from QBDT to QBO.

 

Moreover, you can check out this article: QuickBooks Desktop is being discontinued. It will also help you move your data to QuickBooks Online or download your data to move out of QBDT. 

 

Feel me in if you need additional help. I'll be here to help you out. Have a great day!

R
RachelIllsleyAuthor
June 6, 2023

Ailene

 

I don't think you understood my email.  We have already migrated one file f, so I don't need the information or links.

 

What I need to know is whether I can I migrate a second file, post the discontinuation date of 30 June 2023? Or if this needs doing before then?

A
Ashleigh1
June 6, 2023

Hello Rachelllsley, So you would need to move the second file over before the 30th of June this year before it is discontinued as MMB needs QBDT to be open in order to migrate it across. 

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