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Hilltop527
March 22, 2023
Question

attachment migration from QBDT to QBO

  • March 22, 2023
  • 7 replies
  • 0 views

Now that Intuit has decided to phase out Desktop, has Intuit come up with any tool to migrate the attachments in bulk from desktop to online?  i have read several blog posts and some mention a 3rd party apps, but nothing specific is suggested..  i have looked at the 3rd party apps, and it does not appear that any exist for a mass import & matching of attachments.  this is years and years of information in desktop....  it would take several weeks of dedicated time, all day long, to manually and individually re attach in the online version.  There has to be an easier way.  please tell me there is something available.

    7 replies

    Angelyn_T
    Angelyn_T
    March 22, 2023

    Making it easy for you to migrate your attachments in bulk from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) is my priority today, @Hilltop527. Let me give you insights about this feature.

     

    At this time, we have ready-made steps on how to transfer your data from desktop to online. However, you need to insert your attachments manually to your transactions or client's information in QBO. I understand your interest in getting a migrator tool that could simplify the process of exporting your attachments. While the option is unavailable, I recommend sending a feature request directly to our product developers. This way, they can determine what enhancements and improvements are needed to make our product more effective and convenient for our users. 

     

    Here's how:

     

    1. Go to the Gear icon, then Feedback.
    2. Enter your comments or product suggestions.
    3. Tap Next to submit.

     

    Once your entries are available in QBO, you can run through the resources from this article to get started and track your entries accordingly: Learn about QuickBooks Online with how-to videos.

     

     

    On the other hand, I'm adding these links for more hints while transferring your data from QBDT to QBO:

     

     

    Once your entries are available in QBO, you can run through the resources from this article to get started and track your entries accordingly: Learn about QuickBooks Online with how-to videos.

     

    Thank you for your first visit here in the Community. If you have follow-up questions while handling your data, please let me know by leaving a comment below. I'm always here to help. Have a great day!

      M
      MEALSO
      November 19, 2023

      insights on "ready-made steps" to "MANUALLY" !!!!!! migrate attachments????????????? Manually????

       

      I have 10 years' worth of receipts and invoices attached, please help,

       

      QuickBooks first introduced us to the scan manager and made it so easy to attach invoices and now here we are???

       

      Please help me migrate my attachment's.

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        November 19, 2023

        @MEALSO 

        Click on my profile name and you will find our website address to send an email to. We may offer a few options to consider.

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        March 23, 2023

        @Hilltop527 

        You can purchase a 3rd party service to convert data with attachments or other requirements (e.g purchase orders, estimates, jobs, custom fields) to QB Online. Contact me in private for details. 

        R
        rabidchkn
        March 27, 2023

        We went paperless 10 years ago and relied on QB Desktop to store and organize our files.  Now, we are being forced into QB online and we lose 10 years worth of work.  This needs to be fixed and FAST.  How did Intuit not foresee this?  

          R
          rabidchkn
          March 27, 2023

          Same issue here.  10 years of paperless organization.  Gone.

            Fiat Lux - ASIA
            Fiat Lux - ASIA
            March 28, 2023

            @rabidchkn 

            No third party apps support migration of attachments. You can purchase a 3rd party service to convert data with attachments to QB Online or another accounting app. Contact me in private for details.

             

            M
            MEALSO
            November 19, 2023

            I find myself in the exact situation you described!!!!!

            Years and years of paperless QB desktop internal filing!!!!

            Now we expected to pitch the whole filing cabinet???????????

             

            Challenges me to see the posts from seemingly QB? employees saying "solved" and you read thru their post, and it mentions re attaching manually!!! Seriously!! Like what 17 temps???? for 17 weeks??????

             

            And then the mention of "third party"??? Did you ever find these third-party attachment migration specialists?

             

            Thank you to anyone who can send me in the right direction!

              4
              4Gal
              November 20, 2023

              @MEALSO 

              Have you contacted Fiat Lux - ASIA ?

              E
              EWD-LLC
              March 9, 2024

              Hello - has anyone had experience with the attachment migration service Fourlane started offering?
              Received this http://eepurl.com/iKVeSs  the other day, had a consultation, and ready to go for it.

               

              Been waiting 5 years for a service to help migrate 8k+ attachments.

               

              Would love to hear anything about this service or the company anyone has to offer.
              Much appreciated.
              Keith

                Zed Axis
                Zed Axis
                March 12, 2024

                Hi @Hilltop527 

                 

                We have a third party data import utility called Zed Axis that you can find in the Intuit Apps Marketplace that will batch upload file attachments (spreadsheets, PDFs, Images etc) to list items like customer, items or vendor, and to transactions like invoices, sale receipts, purchases, bills, journal entries and bills into QuickBooks Online.  

                 

                You can do that in batch if you data is arranged as follows:

                 

                C:\Users\Public\Documents\MyAttachment1.pdfPicture of the red widgetInvoice1001 
                C:\Users\Public\Documents\MyAttachment2.jpgPicture of the green widgetBill38789 
                C:\Users\Public\Documents\MyAttachment3.docCustomer contractCustomer ACME Inc
                C:\Users\Public\Documents\MyAttachment4.jpgItem product shotItem Red Widgit

                 

                To get your attachment data out of QuickBooks desktop in a format that can be uploaded to QuickBooks Online will be available in our next version.

                 

                I hope that it is not too late for you but maybe this will be helpful for other users.

                  S
                  Sd69
                  October 30, 2024

                  You said that migration on attachments would be possible with the next version...IT IS NOT!!!  Once again, QB's has screwed with us!  This is ridiculous!!!

                    C
                    Chrea
                    October 31, 2024

                    @Sd69 

                    Which QB Desktop year version?

                    M
                    MEALSO
                    November 7, 2024

                    Hilltop did you ever get this migration figured out? I am still stuck as I was. Just wondering if you found a way to do this while I was not looking. Thanks so much!

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