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Kravdave
June 9, 2023
Question

QBO to QBO Transfer

  • June 9, 2023
  • 2 replies
  • 0 views

To manage multiple companies, my accountant has created a bundle of QBO accounts. I have successfully moved 4 QBDT accounts to the new QBO accounts. However, I have two QBO accounts that need to migrate to new QBO Plus Accounts of the same names.

I downloaded QBO into a QBDT account and then migrated the QBDT data to the new QBO account. The transfer of data was mostly successful, but the associated bank accounts were missing data and balances were off by over $45,000 dollars. Note the desktop version already had the bad data so the QBO to QBDT download was the process in error.

Is there a better way to migrate from QBO to new QBO or fix the bank transfers on QBO to QBDT transfer?

2 replies

DHeraV
DHeraV
June 9, 2023

Hello there, @Kravdave. I appreciate you giving details of your queries here in the Community forum.

 

I have here some insights to share about moving data between QuickBooks products. Reaching the target limit of exporting and importing data is one of the reasons for discrepancies when moving to a new company file, which could be the case of the missing bank transactions on your end. This can be sorted out by importing the lacking entries using CSV files .

 

Moreover, the best way to move data is to export them to Excel and import them to the new account. Let me guide you through the steps on how: 

 

  1. In your QBO account, click on the Gear icon.
  2. Select Export Data under Tools.
  3. Choose the data you want to export.


     
  4. Once ready, click on Export to Excel.

 

For detailed information, kindly visit: Export reports, lists, and other data from QuickBooks Online.

 

Once they're available in Excel, you can then proceed to import them to the new company file. Here's how:

 

  1. From the Gear icon, select Import data.
  2. Choose the data/lists you want to import.
  3. Follow the on-screen instructions to complete the process.

 

To learn more details about importing data to QuickBooks Online, you can open this article: Common questions about importing data to QuickBooks Online.


Moreover, I'll also share this article that can serve as your reference if you want to learn how to fix errors when you move from QuickBooks Desktop to QuickBooks Online: Fix errors when you move from QuickBooks Desktop to QuickBooks Online.


Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.

Fiat Lux - ASIA
Fiat Lux - ASIA
June 10, 2023

@Kravdave 

Note the desktop version already had the bad data 

 

Why don't you fix data on the QBD file before converting it to a new QBO account?

K
KravdaveAuthor
June 10, 2023

The original download from QBO to QBDT only transferred 2,500 of more than 4,000 bank tranactions. No way I would manually re-enter these. The 2,500 was a suspicious whole number like there was a limit of some sort.

 

If there was a way I could just do a bank transaction transfer from QBO to QBDT or QBO to QBO I might have more luck.

 

I checked with 3rd Party Rewind.com but their backups had to go back to the original QBO account that was backed up.

Rubielyn_J
Rubielyn_J
June 10, 2023

I appreciate your response to this thread, @Kravdave.

 

Recognizing that manually re-entering your bank transactions in QuickBooks would be inconvenient for you, let me provide alternative options to assist you.

 

You may search for third-party applications that integrate well and provide a seamless transfer of transactions in QuickBooks. With that in mind, I suggest you visit the QuickBooks Apps site and look for an app that meets your business needs. You can also do this inside your company by proceeding to the Apps menu on the left panel.


 

I'm also sharing this resource that will help you understand how your books were moved from QBDT to QBO: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

If I can be of assistance while working in QuickBooks, please let me know. I'd be more than willing to lend you a hand. Keep safe!

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