Question

QB desktop to QB online : Do memorized transactions transfer?

Forum|Forum|3 years ago
November 15, 2022
2 replies
0 views

Looking to migrate from Quickbooks Desktop to Quickbooks Online and saw that there are no Memorized Transactions in the online version, but there are Recurring Transactions which appear to have similar functionality.

When exporting the company file from the desktop version and importing that file to the online version, do the memorized transactions become recurring transactions or is there a way to ensure this happens?

Attempting to manually recreate all these as recurring transactions would be a nightmare.

C

Carneil_C

It's great having you join us here in the Community, @MM8888.

I understand that manually creating these recurring transactions when migrating your data is time-consuming. I'll give insights to get around this issue so you can move your data.

Importing memorized transactions into QBO isn't possible at this time. You might consider looking for a third-party app importer in QBDT that allows you to create recurring transactions instead of memorized transactions. I'll show you how:

From the left panel, click Apps.
Go to the Find Apps tab.
Use the search bar and enter the keyword to look for an app.
Choose an app from the list.

Alternatively, you can go to this link: Apps for QuickBooks Desktop and select which application best meets your needs from the list.

If you'll want to know more details on how your books are moved, you can read through this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online

Moreover, I'll be adding this helpful resource to help manage tasks in QBO: Getting Started With QuickBooks Online.

Visit me here again in the Community, and keep me posted on your progress in managing your data. I'm determined to help you succeed. Have a great day ahead!

M

MM8888Author

Just to make sure I understand things. When migrating from Quickbooks Desktop to Quickbooks Online, the native functionality of Memorized Transactions does not translate in any way to Quickbooks Online. The only solution is that Quickbooks has decided to be passive and let third party apps handle the migration? So it's not really an easy move from desktop to online?

C

Carneil_C

Thanks for getting back on this thread, @MM8888. I'll share additional insights about your concern with the migration process.

I recognize the benefits of migrating a list of memorized transactions from QuickBooks Desktop to QuickBooks Online. You might want to consider finding a third-party app for this process.

Alternatively, you can send this suggestion to our Product Development Team. I'll show you how:

From the top menu bar, select Help and choose Send Feedback Online.
Click on Product Suggestion.
Click on the drop-down for Type of Feedback and select Product Suggestion.
Select the Product Area, then enter your thoughts and suggestions.
Once done, select Send Feedback.

We always listen to our customers' suggestions to deliver customer satisfaction. By sending this suggestion, our engineers can review it and consider adding it to future product enhancements.

I'll add this resource again to help you manage future tasks in QBO: Getting Started With QuickBooks Online.

I'll back you up if you need more assistance migrating your data. Keep safe always.

Fiat Lux - ASIA

Do you need to convert data from QB Desktop to QB Online?

@MM8888 wrote:
Attempting to manually recreate all these as recurring transactions would be a nightmare.

We are unable to migrate the list of memorized transactions to QBO. You should consider purchasing a 3rd party .

M

MM8888Author

Yes we are converting from desktop to online, but this is a pretty big part of the business and losing all these transactions would be pointless.

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