Question

Quickbooks Desktop to Quickbooks Online

Forum|Forum|2 years ago
May 24, 2024
2 replies
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QuickBooks desktop version used by the company is owned by Bookkeeping company that we hired previously thus ending 2023 they provided us with QBW data file only, there were transactions need to be corrected affecting our 2024 reporting, what will be our options without subscribing to QB Desktop version? As we'll be using QuickBooks online moving forward?

4

4Gal

Which QB Desktop year version did they use?

F

finance_phAuthor

It's Qb Desktop Enterprise

4

4Gal

@finance_ph

Which year version? You can use the trial version to access your historical data for good if required.

J

James_AL

Hello there, finance_ph.

If you have a QuickBooks Desktop data file (QBW) from the previous bookkeeping company. And don't have a QuickBooks Desktop license, you have a few options to correct transactions affecting your 2024 reporting without subscribing to the desktop version.

You can download and install the QuickBooks Desktop trial version, which allows you to open and work with the QBW file for a limited time (usually 30 days). During the trial period, you can make the required corrections and export the data to a format compatible with QuickBooks Online.

If you are ready to download and install the trial version, please visit this link. Download a trial of QuickBooks Desktop.

Once you're prepared to transfer your company data, please refer to this guide: Prepare your QuickBooks Desktop file for migration to QuickBooks Online.

Furthermore, this article can help you familiarize some of the main features after switching to QBO: Get started with QBO.

We are here to assist you with any QuickBooks-related queries. Please feel free to reach out if you need further help. Stay safe.