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Bridgettdw
September 8, 2023
Question

Migrate

  • September 8, 2023
  • 1 reply
  • 0 views

We are starting with QuickBooks Online at the beginning of our new fiscal year which is September 1. If I migrate from QuickBooks Desktop, does it move all information from the beginning of the desktop usage? Our desktop software starts in September of 2016.

 

Also, if we decide to do a clean start, how would I import 1099 information? W2s are done through a 3rd party, so there's no concern with them, but the 1099s are done in-house.

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
September 8, 2023

Open your company file and hit CTRL+1 keys. How big is your Total Target?

Second question, why did you decide to switch to QB Online instead of sticking with QB Desktop?

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BridgettdwAuthor
September 8, 2023

The total target is 327,116.

 

As for why we're switching, there are a lot of reasons, one being the automatic backup we have to the cloud. Our company doesn't have a server, so we don't have a constant backup being made, only a manual one.

Fiat Lux - ASIA
Fiat Lux - ASIA
September 8, 2023

You should be able to convert your data to QBO Essentials or Plus. Then you can use a 3rd party backup restore app.

https://partnerwithus.rewind.com/quickbooks

 

Make sure to secure the backup of your QB Desktop files for the archive.

 

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