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lbsinger69
January 18, 2024
Question

Data conversion from QB desktop to QB Online

  • January 18, 2024
  • 2 replies
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My client is using the Desktop version of Quickbooks and recently hit the 10,000 max on their chart of accounts. Aprrox. 8,000 of these accounts are inactive, have no P&L impact and had zero balances as of 12-31-22. I want to know if  these inactive accounts could be excluded from the data conversion process to QBO?

    

2 replies

R
Rasa-LilaM
January 18, 2024

I'm glad to see you in the Community today, lbsinger69.

 

Managing the account list during a QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) migration takes work. Let me direct you to the right support that can help exclude the inactive accounts. 

 

When you convert your QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), the inactive accounts, customers, or vendors move. In case there are open balances, they also become active. If there isn't a balance linked to a name, it will transfer as inactive (deleted).

 

On the other hand, you can contact our Technical Support Team for further assistance. They have the necessary tools to help exclude inactive accounts or items. Follow the steps below to reach them:

 

  1. In your company file, head to the Help menu at the top to select QuickBooks Desktop Help.
  2. This action will take you to the Have a question? window.
  3. From there, select Contact Us and briefly describe your issue.
  4. Click the Continue button and log in to your Intuit account.
  5. If you don't have one, make sure to Create a new account.
  6. Next, select Continue and Continue with my account.
  7. We'll email you a single-use code and input the number. 
  8. If you have multiple accounts, select the one you want to use and Continue.
  9. Press the Continue button.
  10. Choose chat with us to initiate a conversation or Have us call you to speak with an agent.

Let me share this handy article that tackles all the information you need to know when migrating your desktop file to the online platform: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

Moreover, these resources cover topics about converting your QBDT file to QBO as well as answers to frequently asked questions about the migration process:
 

Keep in touch if you have additional questions about converting your client's desktop file to QBO and other product-related concerns. I'm more than happy to lend a helping hand. Have a great day, lbsinger69.

4
4Gal
January 19, 2024

@lbsinger69 

You may have 3 options:

1. Purchase a 3rd party condense service to remove those inactive accounts.

2. Purchase a 3rd party service to convert data and ask to remove those inactive accounts.

3. Run the Condense Data utility to keep only the last 2 years of data and convert it to QBO. You'll need to keep QB Desktop running to access your historical data if needed. If you are using QB Desktop with the subscription license, you can use the trial version for good later.

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