Question

Data migration

Forum|Forum|4 years ago
July 24, 2021
3 replies
0 views

Looking for the best approach to take converting to a new QBO system.

I have been using QBO to create invoices and receive payments from my clients over the last 5 years. My bookkeeper was using their own QB Desktop version to enter journal entries and then that was submitted to my accountant.

1. It was suggested to me to create a new QBO system and import the journal entries from QB desktop which I have now done and the numbers match accordingly.

2. I have now exported all the invoices & details from the existing QBO system and want to import them into the new QBO system. However, I can't seem to find where I can get the payments from for the invoices that have been paid. Note that journal entries have been completed up to my 2020 year end.

Does anyone have any suggestions on the best approach to finish this migration off?

QuickBooks Online

carolineambrozio

Hi @cfburke03 ,

It's great to hear that you're thinking of converting to QuickBooks Online. You'll enjoy the ease and convenience of using the program anywhere you have an internet connection. The corresponding mobile app allows you to snap pictures of the receipts and track mileage on the go. I can provide you with the information you're looking for.

All the details for converting are included in this article: Migrating from QuickBooks Desktop to QuickBooks Online.

f you have any questions about the process, you can always reach out. I'll be here. Have a great evening!

C

cfburke03Author

My question is more specific than what is in the link you provided. Please advise a solution specific to my particular post. There is nothing in the link you provided that addresses my issue.

Fiat Lux - ASIA

@cfburke03

Did you address your respond to which one? You may migrate Invoice data between QBO accounts. But you may need to utilize a 3rd party tool migrate Receive Payments data to match with your migrated Invoice data.

Noelia Nievas

Hi @cfburke03

Welcome to the community! We are more than happy to help. The community is a great place to get answers and receive support.

I recommend this article, click here, to make sure all steps have been followed.

If you require more assistant, please do not hesitate to reach back out.

Noelia

Fiat Lux - ASIA

@cfburke03

Utilize an exporter tool with your old QBO account to export the Receive Payments data with the followig template

RefNumber	TxnDate	PaymentRefNumber	Customer	PaymentMethod	DepositToAccount	InvoiceApplyTo	LineAmount	PrivateNote	Currency	ExchangeRate
1	28/11/2020	50245	Janice Johnson	Check	Checking	101	100.00
2	28/11/2020	4908	Leonard Walker Inc	Check	Checking	102	138.78
3	28/11/2020	4908	Lisa Smith	Check	Checking	103	126.50

then utilize an importer tool on your new QBO account later.

https://transactionpro.grsm.io/qbo

C

cfburke03Author

Thank-you! that looks like it might work. I just had a quick look at the exporter tool. What method will I use to import the payment data? I'm not sure I have seen the option to import payment information into QBO.

Many thanks for your reply

Fiat Lux - ASIA

@cfburke03

Connect the exporter tool to your old QBO account and the importer tool to your new QBO account. The same product but different function.

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