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Quickbooks Online Target limit?

Forum|Forum|2 years ago
October 31, 2023
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We are in the investigation stage of migrating from Quickbooks Desktop to Quickbooks Online. We met with a sales rep and I had questions about the Target limit. The help guide here on this website say that you need to have under 750,000 targets to upload your data file into QBO. We're at 850,000 so we've got some work to do.

I asked the sales rep if this 750,000 limit is just for transitioning, or is this the limit for QBO going forward. For example, if I get the file down to 749,999 targets, migrate the file to QBO, and then add two targets, is my QBO environment then full and I can't work anymore? To my surprise, the sales rep said yes.

This seems crazy. If this is the case then the guides should say something like "get your file down to as few targets as possible", because if you just get it "under 750,000", then QBO will be useless very soon.

I'm asking for a sanity check here, is this *really* how this works? Can I get my file down to 749,999 and then continue working, or should I just start from scratch?

Best answer by Kevin_C

Hello there, @I-Already-Had-A-Username.

Let me clarify things about migrating your QuickBooks Desktop (QBDT) company file to QuickBooks Online (QBO).

You're correct that you have to condense your QBDT file up to 750,000 targets so you can export them to QBO seamlessly. Here's an article for your guidance: Condense your QuickBooks Desktop file for import to QuickBooks Online.

Furthermore, the 750,000 target limit is only for the migration process to QBO. After moving your data, you can create as many transactions as you need. The only limitation in QBO is the usage limits of a specific number of things, like how many billable users, chart of accounts, classes, locations, and tags you can add to QuickBooks.

Moreover, you have two options when you have reached your usage limit and cannot add more items, such as users or accounts. You can either upgrade your subscription or reduce your usage. Visit this article and scroll down to the What happens when I reach my limit? section for more details on reducing your use: Learn about usage limits in QuickBooks Online.

Nonetheless, if you use advanced features (such as advanced reporting and advanced inventory), we recommend starting fresh because some of your data won't move to QBO. Check out this article for reference: Move your QuickBooks Desktop file to QuickBooks Online.

Don't hesitate to reply below if you have other questions about migrating your company file to QBO. We're always ready to help. Have a great day!

4

4Gal

You should consider to condense your file to lower your Total Target below 750K (if you want to convert data to QBO Advanced) or 350K (if you prefer to use QBO Plus). Then you can keep the original data in QB Desktop and use the trial version to access your historical data for good. Otherwise, you have to purchase a 3rd party service to convert data with Total Target > 750K to QB Online.

I

I-Already-Had-A-UsernameAuthor

Yes, the plan is to get under the limit by using the Condense Data tool, but I'm interested in a third party tool. Are you able to share any recommendations?

4

4Gal

@I-Already-Had-A-Username

There is no 3rd party condense tool. You can purchase a 3rd party condense service and/or a 3rd party conversion service. Contact me in private for details.

K

Kevin_CAnswer

Hello there, @I-Already-Had-A-Username.

Let me clarify things about migrating your QuickBooks Desktop (QBDT) company file to QuickBooks Online (QBO).

You're correct that you have to condense your QBDT file up to 750,000 targets so you can export them to QBO seamlessly. Here's an article for your guidance: Condense your QuickBooks Desktop file for import to QuickBooks Online.

Furthermore, the 750,000 target limit is only for the migration process to QBO. After moving your data, you can create as many transactions as you need. The only limitation in QBO is the usage limits of a specific number of things, like how many billable users, chart of accounts, classes, locations, and tags you can add to QuickBooks.

Moreover, you have two options when you have reached your usage limit and cannot add more items, such as users or accounts. You can either upgrade your subscription or reduce your usage. Visit this article and scroll down to the What happens when I reach my limit? section for more details on reducing your use: Learn about usage limits in QuickBooks Online.

Nonetheless, if you use advanced features (such as advanced reporting and advanced inventory), we recommend starting fresh because some of your data won't move to QBO. Check out this article for reference: Move your QuickBooks Desktop file to QuickBooks Online.

Don't hesitate to reply below if you have other questions about migrating your company file to QBO. We're always ready to help. Have a great day!

I

I-Already-Had-A-UsernameAuthor

@Kevin_C , thank you for this excellent response. If only the sales team was as knowledgeable as you are. It seems as if they may scare away potential customers with bad information.

I will review all your links and formulate a strategy for moving forward. Of course I was being hyperbolic to make a point when I talked about taking targets down to just 749,999; I've been having trouble phrasing my questions so that it was understood.

Thanks again, I really appreciate the time you took to answer.

MJoy_D

You're welcome, @I-Already-Had-A-Username.

It's our pleasure to assist you. I'm glad to hear that Kevin_C was able to address all of your concerns. I'll make sure to pass your feedback along to him.

While we can't recommend a specific app, we can help you find the best one for your needs. You can browse through the Apps for QuickBooks Desktop link to find a third-party app that is compatible with QuickBooks Desktop (QBDT).

To find the app you need, simply enter the type of app you're looking for in the Find Applications search box. Once you have located the app, you can contact their customer support for assistance on how to sync or integrate it with QuickBooks Desktop.

In addition, here's some information on allowing third-party access to your company file. It'll guide you on what to do before you allow access: Allowing third-party access to your company file.

Please know that we are always here to answer any further queries you may have regarding finding third-party apps or anything else related to your account. Stay safe, and have a great rest of the week!

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