BEFORE you Convert from Desktop to QuickBooks Online

[@HectorGarciaCPA]

Video update 2023: kzbin.info/www/bejne/q5mWaJmXeM6prac

[@aflare821]

hi Hector - I am doing my first bookkeeping job tomorrow. I have to migrate over from desktop, so was happy to see your method. I feel a little disheartened that so many things may not transfer over. that's a large list!

[@watercolourkeyes]

Oh my goodness thank you so very much Mr. Garcia! I was starting to feel so discouraged and now I’m all good to go. Thank you so very much.

[@HectorGarciaCPA]

Sure, me pleasure, keep up the good work you can do it!

[@danielchamorro1288]

Good video, although I will say that a product like essentials works just fine for many folks who simply use quickbooks to produce PNL and Balance Sheets at the end of the tax year. I don't use quickbooks to pay vendors or put bills owed in the future. Maybe it's best to not say you don't recommend it, but instead state it's limitations and suggest who would be the best fit for it. Thanks!

[@LegalEagle-tt6xs]

very good - been using Desktop for 23 years and need this conversion to be easy. Thanks for the help!

[@HectorGarciaCPA]

Great to hear!

[@mouthfulasouth]

Hector Garcia - I love your videos. You're the best! Thank you 👍💯🙂

[@HectorGarciaCPA]

:)

[@greggriffin287]

I paid $70 per year for Quickbooks Desktop for the past 10 years, and now I have to pay over $500 per year to use the online version (or $550 per year to stick with Desktop). Thanks for making the conversion easier!

[@HectorGarciaCPA]

Yeap.. its a big jump for most people. The challenge that Intuit has is that they are trying to correct their pricing mistake they have had for years. And still now $550 is underpriced. It should go to $1000 to $1200 soon; which is the the real price point

[@greggriffin287]

@@HectorGarciaCPA That makes sense. $70 per year seemed pretty cheap for all that was included in the desktop version (I would buy a new version every 3 years for about $200). The software is very robust and even if QB is a big company, they should reap the rewards of their hard work!

[@jimsavely1104]

We have 5 different company files. Bought 1 version to use them all. Now they want to charge a full subscription for each company file. Instead of purchasing a version for $600 and using it for several years. Now it will cost us over $2000 per year and that does not include payroll.

[@greggriffin287]

@@jimsavely1104 Ugh, sorry to hear. I'm "lucky" in that I only have 1 company file for my 1 business (well, I use Excel for my other business). It's a huge shame that the price increase was SO significant, especially after we all got used to using their software. Had I known they would implement such a massive increase, I would have looked into using other software, but I'm so used to Quickbooks now and don't want to transfer files over and learn a new program at the moment.

[@MonicaYamada]

Great Video. I plan on watching more and shared this with my mom who also does the books for our family business. Easy to follow with great information.

[@HectorGarciaCPA]

Great

[@ginabaker1130]

I am totally into your business model...admire that you are teaching, as well as providing services. Thank you so very much for sharing your knowledge--you are my "go-to" for anything QB! I have subscribed to your page, and as my business grows, I will Join and consult with you!

[@HectorGarciaCPA]

Awesome

[@opentrunk]

"Simple" sounds like exactly what I need except for one glaring omission... no classes. I use a dozen classes in my Desktop 2019 but I don't need any of the fancy stuff like banking, invoices, cash flow accounting, employees, or anything else. I just track income/expenses over multiple properties, each property is a class. I've been using QB since 1995 but might have to throw in the towel now.

[@HectorGarciaCPA]

QBO Plus is what you need if you want classes

[@opentrunk]

@@HectorGarciaCPA Ok thanks for responding. Unfortunately the price increase from my current $29/year to the new $1,000/year is, uh, not going to work for me.

[@taniabaker4166]

Hello Hector! Great informative videos! I will watch them all! Some how I missed it: when you link your QB on line with the bank accounts, what it is transferred? The whole banking history or you can set a starting date? And also if you make a brand new company, what do you enter as a starting balance on accounts you already have on your desktop QB? Can you recomend a video addressing this? Thanks!

[@HectorGarciaCPA]

There is a Start date. The begining balance is the balance the day before the start date

[@laurensmart4806]

Love this!! Thank you so much for doing this video! Soooooooo helpful!

[@HectorGarciaCPA]

Great

[@halyoungblood3149]

Once again Hector - you are the man! Love your vids. Thank you so much!!

[@HectorGarciaCPA]

You welcome

[@halyoungblood3149]

@@HectorGarciaCPA I'll be sending you one of those emails too as you suggested from your migration instructions. Thank you so much! Your videos are so helpful!!

[@bethany7479]

Hi, Hector. This is very informative! I just started a new Controller position at a small manufacturing company, and we know QB is not ideal for inventory, but switching ERP systems is not an option at the moment. Can you recommend an add-on like Katana or Acctivate?

[@HectorGarciaCPA]

Are you in Desktop or Online now? Fishbowl is one of the most popular addons for QB Desktop Katana or Locate Inventory are the most popular for QB Online

[@niyifashavenant4333]

You’ll need to update your software to access your Intuit Account here.,What Can i do?

[@galtha58-trannybear14]

I work for a local Rotary Club. We use QB for 2 "companies". Our Club and our Foundation. We are in the process of moving our 2019 Desktop version of QB to the online version. I don't like the online version. Seems like the desktop version is better. Probably because I am just used to it. Thinking of switching back to the subscription version of desktop 2022 QB. We don't use many of the features available in the more expensive online versions of QB. Our club payroll consists of ONE person, me. We have NO inventory. We do create a budget every year. We use AR for our member dues ONLY. Our Foundation books are even simpler. NO payroll, NO inventory, NO AR, We do create and use the budget feature. We use cash method for everything. We do not use accrual accounting. What would be the disadvantages to moving back to the subscription version of QB for our club and our foundation? Thanks.

[@HectorGarciaCPA]

I would stay in desktop

[@lauraritonya]

Is it more complicated to do this mid year? We have Quickbooks online payroll, can we convert that over to the new online after we have it set up?

[@HectorGarciaCPA]

With payroll it get more complicated

[@relaxstudio1991]

Hi hector. Quick question. What happens if Ctrl + b + q doesnt work? we are trying to migrate from Quickbook premier edition to 2018 to QB online. but neither way seems to work. Neither the traditional way or the Ctrl + b + q. Would you perhaps have a solution?

[@margaritaaldana6986]

Me too happened.

[@judyhineman201]

Great info thank you ✨

[@HectorGarciaCPA]

:)

[@MahmoudMohamed-qc2gm]

There is an journal hidden in qb desktop in chart of account i can find the effect of the entry but when i open the account i find it zero in trial balance and balance sheet also zero but still the amount available in chart of account , i have made entry debited accumulated depreciation and credited payable and after saving it error message shown so i changed the accumulated depreciation to asset again and save then the entry made debited asset account and credited accum. Depr. Acc in background and toke journal serial number without any effect in trial balance or balance sheet how i can find and reverse or delete this entry

[@Aryat]

Great content Hector, thank you for sharing these great ideas - Quick question - Does QuickBooks Online Essential have APIs to integrate with other systems like Salesforce without using a connector.

[@HectorGarciaCPA]

It does have open APIs yes

[@user-nr3tc9zo2e]

Hello Hector, I appreciate your instruction videos. I am about to convert several company files from QB to QBO. In my QB database I have numerous receipts attached to expense payments. Will the attached receipts come over with the conversion or will these need to be reattached in QBO post conversion? Thank you in advance for your reply.

[@HectorGarciaCPA]

receipts do not transfer.... it will be a manual process to attach those

[@Proverbialfunk]

''Control - B+Q' does not seem to work with QB22 Enterprise edition.... Just does nothing. =/

[@HectorGarciaCPA]

Works in mine… is yours on a hosting environment or virtual PC on a mac?

[@thequickbooksguy]

Hector - what if a business has inventory in QBD, but it is so messed up they want to leave it all behind and start from scratch in QBO. Assume you choose not to transfer inventory during the setup process? Safe to assume that none of the items and none of the $$ then transfer into QBO at all? Thanks!

[@HectorGarciaCPA]

Zero it out in QBDT first

[@curiousmind1485]

It's a great video and valuable info to plan a migration. Unfortunately, the Australian Desktop version doesn't offer to go to cloud via your shortcut method. We got to use external migration tool providers. 😢

[@HectorGarciaCPA]

Wow bummer

[@brandoneklund8390]

Hi Hector, Great videos! When we push our desktop file over to online how can we make sure the "not-active" Items in "List" don't come with the file? We have a lot of old accounting codes we don't use and don't want to re-replicate. Thank You!

[@HectorGarciaCPA]

You cant yet..

[@lizzydemar]

Hi Hector - we imported a Desktop file into QBO and our standard reports section is empty. We do have reports under the management tab, but nothing under Standard reports. We've tried importing twice. The data is there - we can see it it in the register. QB support hasn't been of any help. Have you ever seen this before?

[@lakefrontBD]

Great video - so if I am migrating and I use payroll currently in QBD... should I wait until the end of this quarter to officially begin since the paychecks won't transfer over? I'm thinking quarterly returns and such will be easier if I do this at the start of a new quarter. Or does it not matter?

[@HectorGarciaCPA]

You can get help from Intuit to get payroll setup regardless when you do it. But i like clean quarters, so thats a good idea

[@306busybee]

Thank you! I'm the same way. Now my last issue... I paid for my annual desktop and payroll subscriptions last month, not realizing we would switch. I hope I can get a prorated credit 🤞🏼

[@sandywilcox1991]

Hector, We currently use Quickbooks desktop and within in we have two different companies. Can I import both over within the same online account?

[@JulieClawson-yh9wi]

Hi. I did a convert yesterday. I tried using the ctrl+B+Q shortcut from the dashboard and it didn't work.

[@fua267]

Hello, I have a question on QBO. We do not use Checks for AR nor for AP payments. We receive Invoice payments and make Bill payments only via bank transfer or electronic fund transfer. I have created Payment Method EFT but it only works for AR Invoice payments. When I record Bill Payments they all show Bill Payment ( Cheque ) for some reason. Oppennig Bill Payment does not offer any option to change Bill Payment method. How to apply the EFT payment method for AP bill payments?

[@HectorGarciaCPA]

They all look like checks, you just have to live with that. You can enter the text “EFT” as a check number, that’s a workaround

[@fua267]

@@HectorGarciaCPA got it thank you

[@denisebishop170]

Hi Hector, Thanks for the great videos. Do you have video that would explain how to fix a credit card being brought in the wrong way when a conversion from desktop to online took place? I have a possible client that did a conversion, all her credit card charges are in Online as payments to the credit card and her payments are as charges. I was hoping you had a video that dealt with this issue.

[@HectorGarciaCPA]

No i dont.. cleanups are so specific

[@smartirani5606]

Hi Hector, great videos! Ctrl+B+Q doesn't bring up anything in my QB Desktop. Ctrl+1 worked fine, but how do we get to the rest of the screens to transfer the data as you show? Thanks!

[@HectorGarciaCPA]

Brigns it up after you close the screen

[@HectorGarciaCPA]

CTRL+ALT by the way

[@raphaelmutili]

Same case on my QBDT Desktop.. nothing is happening. Am using QBDT Pro 2019. What's the Key combination?

[@lindareitz2572]

Hello, Hector - this is not working for me, is there a number to call for help? Should I subscribe to your services first?

[@HectorGarciaCPA]

Intuit should support you in the conversion process at no cost. But sometimes the data just doesn’t come automatically unfortunately, work with their support

[@lindareitz2572]

@@HectorGarciaCPA Thank you - it actually did port over, but I only found it by changing browsers - Thank you for these videos -answered all the questions I could not get a hold of QuickBooks to ask -

[@HectorGarciaCPA]

@@lindareitz2572 you welcome

[@lindareitz2572]

@@HectorGarciaCPA Is there anything I need to do to obtain the payroll discount? - can we move to private emails?

[@trenchit36]

Hi, what program do you recommend for inventory. I have about 800-1000 items. QB is not good for that. I was looking into SOS. I heard that its good and works well with QB

[@HectorGarciaCPA]

I like QBO + SOS or Qb Desktop Enterprise

[@alexpolicarpo4344]

Hello @Hector DO you give one on one training?

[@rubyflanigan2736]

I moved from QB Desktop to QB online. One of the worst mistakes I've ever made with regard to my business. QB online is seriously messed up

[@HectorGarciaCPA]

QB desktop is still more popular than Qb online amongst existing users

[@user-os3ko9fw3c]

I regret movingfrom Desktop to Online. I want to convert back but the payroll converting is a PIA

[@HectorGarciaCPA]

I agree. Payroll is a challenge to move over

[@pz4540]

Hi Hector....this is our issues. I am as well an Accountant and very QB savy.... I live in the British Virgin Islands...are issues are internet issues. For example Hurricane Irma...without internet for over 1 month. Since QB Accountant is now going Subscription as of January 1, 2023. Help from Intuit is not kind to us. Are you aware of how long we can continue using Desktop. I have clients that are still on 2012 with now issues. Or are you aware of a software that is still will allow to not use the internet or Cloud. I wish someone would do a pro and cons of Online Software. Some my clients that were on QB online could not run their business for over a month and now went back to Desktop. Your advise would be very helpful as I do many clients accounts...we were taught a lot from Irma....internet access was one of them

[@HectorGarciaCPA]

yea thats a problem

[@eveoconnor3670]

I have a problem. I migrated the desktop to online, however ,the previous bookkeeper didn't add any thing (banking or any accounting) from April 2023 to April 2024. Can you recommend a work around or fix. Can I manually add expenses, and bank reconciliations.

[@HectorGarciaCPA]

Manually add the transactions

[@vickiehegar2381]

If my accountant is doing my year end taxes now and May 31st is my deadline to convert to online from desktop what date do I start my online subscription from? 17:48

[@HectorGarciaCPA]

Whenever you make the conversion

[@whatisimportant]

My desktop quickbooks pro 2012, has not updated for years (but continues to work). I want to switch to QBO. Should I try to convert to QBO without updating my desktop version, will it work? Or do I need my accountant to update the desktop backup file on their computer and then do the conversion?

[@HectorGarciaCPA]

Support will help you convert if 2012 doesnt work for you. No need to upgrade or hire an accxountant

[@dan1kluger]

At about 15:09, when you hit Ctl+B+Q, I get a different pop-up, and there is never an option to "select destination". I went through the very different steps and questions I was getting, and it seemed to upload my desktop data to a new or different account somewhere... I guess I will try the QB help line because I have no idea where the data was uploaded to. In any case, my options were very different starting with the Ctl-B-Q section.

[@HectorGarciaCPA]

They changed the screen… but the concept should be the same.

[@haroldbuco3711]

Hi @Hector Garcia, great video! Question: Should I also choose that I have inventory to be converted even though the items in my QB Desktop are Non-inventory? Thank you!

[@HectorGarciaCPA]

No.. choose non-inventary

[@haroldbuco3711]

@@HectorGarciaCPA Thank you so much Sir.

[@jerishull1860]

I love your videos and appreciate all the help. I am relatively new to having my own accounting business (It's only me). I recently acquired a small Not-for-Profit client. The client is switching from an accounting firm that used QuickBooks desktop, and I use only use QBO. What advice would you have for me? Can I convert from a desktop version with a file of downloaded data, or should I ask the old accounting firm to convert it directly to QBO? I'm afraid they might not want to do that.

[@HectorGarciaCPA]

Options: 1) you learn QB Desktop so you can support them 2) convert them permanently to QB online 3) do not take the client on

[@jerishull1860]

@@HectorGarciaCPA I have downloaded a trial version of QB Enterprise and uploaded the backup file. I compared the data to a trial balance report from the old accountant and all looks well. I have gone through the process of converting the data to QBO and it just never loads. I don't get any error messages, it just clocks for hours. I have a QBO account and I created a client for the data to convert to. The client has no inventory. I've tried it a couple of times. Any ideas? I tried to get support from Intuit and I was told they do not provide support for trial versions.

[@HectorGarciaCPA]

@@jerishull1860 hard to tell without looking at it

[@brennanhall5390]

Hi Hector, thank you for the great video. If you use Jobs in Quickbooks Enterprise, will the job-level transaction data come over to QB Online Advanced?

[@HectorGarciaCPA]

It comes as sub customer

[@mikestorms]

Hi Hector. I'm converting from QB MAC desktop. In the Export data from Desktop section of your video (at 14:40), you say to hit Control 1 to bring up Program Information, then Control +B+Q to start the export process. These keystrokes don't work in Desktop for MAC. What are the keystroke combinations for Desktop MAC? Thanks!

[@DeniseChristopher]

The Product Information is on the Help dropdown on the menu bar or Command 1

[@desireefuguetcalles4914]

Hello Hector, do you have this and other videos also in Spanish?

[@HectorGarciaCPA]

No videos in spanish

[@rayjohnson6310]

We bill clients with statement charges on QB desktop, set them up on payments and don't send monthly invoices. Many of our clients pay their fees ahead of time and invoicing would be a mess. I can't see that QB Online allows statement charges. Am I correct?

[@HectorGarciaCPA]

QB online does not have statement charges

[@avtarkumar7631]

Hi Hector. Great video. I am starting book keeping for medical practice with two independent physicians. Existing book keeper is retiring and is using quickbook desktop. Doctors want to move to online version. They have no inventory and no vendorrs to pay. What version quickbook you recommend. When they say 3 users what actually it means. I will appreciate your input

[@HectorGarciaCPA]

3 users = 3 people that can access it. QBo essentials should be good

[@rreifeiss1]

Hi Hector, My QB Desktop files are on the Rightnetworks server. What setup changes are required to convert to QB online. Also, do you know if the QB payroll function works the same on both QB Desktop and Online? Thanks

[@bvaldez21]

ever find the answer? I'm currently about to do this conversion.

[@giselethibault9238]

Hi Hector, thank you for your videos. I cannot find the link to the QuickBooks help that shows all of the things that don't convert - i.e. attachments - Can you provide a link please?

[@HectorGarciaCPA]

Its at the end of the description

[@codyfriedly3031]

Hello! It took me awhile to get my new computer set up and switch to the online version. Now I am a few days behind on billing. Am I able to do my billing on desktop then covert everything over to online again? Or will it duplicate? Maybe I could just set up a new account but then does that mean that I have to pay the subscription fee again? Thank you for your help!!!

[@HectorGarciaCPA]

No… once you convert, should be a permanent thing. Converting a second time is like “starting over”

[@mukhtarselef2616]

Thank you Hector. My question is did this Quickbooks online has multiple location like QB desktop?

[@HectorGarciaCPA]

It does NOT have multiple inventory locations

[@mattos4720]

Hi hector I will start my company of hvac this year and I’m ready to buy quickbooks on line which one you recommended for small budget first time one worker And if a can get your 50% discount it will be awesome !!!

[@HectorGarciaCPA]

If you are NOT converting from Desktop, then the you can get 30% off for 12 months (link in the description)

[@dan1kluger]

Is there a way to migrate only from Jan 1 2022 for example? I have a very large, old QB Desktop file. I could manually enter the beginning balances on the balance sheet accounts... Oh! Never mind... I just got to the part of the video where you say you have to import all dates. Selecting specific dates is not possible.

[@HectorGarciaCPA]

No, there is not date selectable migration, ALL or none

[@patriciadl3979]

Hello! Will you be addressing crytocurrency?

[@HectorGarciaCPA]

In QB? No

[@myleneangeles828]

Hi Hector, thanks for this video...what's the best QBO version similar with QB Desktop 2020 Premier Contractor’s Edition ?

[@HectorGarciaCPA]

QBO Advanced is the closest.

[@myleneangeles828]

@@HectorGarciaCPA Great! Thanks Hector, that's our clients subscription...

[@edrianvincentlabaya1317]

Hello Hector! We just started the process of migrating from QB desktop to QB online. The first thing we did was to completely set up employee information and ran payroll as we needed to pay the employees. Now we are about to migrate the whole desktop file to the existing online account. Will that affect the the employee information?

[@HectorGarciaCPA]

payroll does not transfer completly

[@lisandraaraica1033]

Héctor, ocupamos migrar una base de datos quickbooks desktop a quickbooks online, quickbook desktop nos dice que el plan de la compañía es quickbook online advanced, la pregunta es, podríamos comprar quickbooks online plus y no advanced?

[@HectorGarciaCPA]

Si.. puedes migrar a Advanced y despues lo bajas al que tu quieras

[@choipatrick7006]

thanks for the video. how long does it take long to migrate from desktop to quickbook online? I am still waiting for 3 hours.

[@HectorGarciaCPA]

3-4 hours

[@choipatrick7006]

@@HectorGarciaCPA oh thanks.

[@raquelhagopian4811]

My husband attempted to convert data over - but its doubling now, is there an easy way to clear all data and start conversion over? I would like to try your steps.

[@HectorGarciaCPA]

Create a new account

[@layneknapp4447]

Hi Hector, I converted desktop in Oct. 2021 but was behind on my reconciliations (QuickBooks converted on their own when I purchased online). I have been working in QBO all of 2022. I need to convert my desktop version that has been up to date so my QBO has all my records on it. I don't want to duplicate things by converting again. Can I convert again or is this something I will have to create a new QBO to do? I'm so confused. Is this something you do for people? I would gladly pay you to look at it. Thanks!

[@HectorGarciaCPA]

It will be like a new account.. you cant convert or transfer data over existing information

[@numbersenseabsllc2405]

Hector, for some reason Desktop did not give me the option to choose the company I already had set up with intuit that included the card swipers and subscription. Is this the issue that you referred to in the video?

[@HectorGarciaCPA]

That is weird there should have been that option. But that should be fine; shouldn’t affect you. If you need the 50% discount for 12 months; just email me [e-mail]

[@kathleensuite8781]

Thanks for another great video. I want to transition an account from Desktop to QBO Plus but they have a few months of entries not yet recorded. We want to save some time and $$. Can we go ahead with conversion and then add the (old) entries to QBO. Basically, can you backdate entries in QBO without encountering any problems?

[@HectorGarciaCPA]

You can backdate, no issue

[@kathleensuite8781]

@@HectorGarciaCPA Thank you!

[@lisaslattery8968]

Hello Hector - I'm new at this office manager job using QuickBooks after teaching high school accounting for 18 years and I have been authorized to migrate to online from 2023 desktop. This company file has been in use since 2007 and there are so many weird things that I can't figure out. Can I just start from scratch in QB online and basically restart the company? Or too risky?

[@HectorGarciaCPA]

I would just create a new company file, close the messy one

[@vickiehegar2381]

Hello Hector, at 14:43 Ctrl +1 worked. 14:51 Ctrl + B + Q is not doing anything.

[@HectorGarciaCPA]

After you close it, it will do something

[@vickiehegar2381]

@HectorGarciaCPA Thank uou. I realized this after I made comment.

[@HectorGarciaCPA]

@@vickiehegar2381 :)

[@lizzydemar]

We already have a QBO file that runs payroll. If we create a new account for the QB Desktop data, can we merge the two QBO files? Thanks!

[@HectorGarciaCPA]

Cannot

[@lrit9254]

Can you convert a Quickbooks desktop to online when you already have an Quickbooks Online payroll?

[@HectorGarciaCPA]

No, you cannot bring desktop transactions into an existing QBO payroll account

[@damacx]

Thank you for making this video! I have a question - I'm new to QB and I was wondering if I can use QuickBooks Online for my holding company and its subsidiaries?

[@HectorGarciaCPA]

Yes, but every entity will probably need its own subscription if you want separation. If you want to join them together a single file, then you can use Plus or Advance to track them by “location”

[@damacx]

@@HectorGarciaCPA Thank you for your prompt response! Just to make sure I understand this correctly, if I sign up for QBO Simple Start or Essentials I would need a separate subscription for each entity, however if I sign up for QBO Plus or Advance I would need just one subscription for multiple entities?

[@HectorGarciaCPA]

@@damacx plus and advanced allow you to have multiple “locations” within an entity so you can track reports separately or together… but is still ONE entity

[@damacx]

@@HectorGarciaCPA Thanks a lot for your help! I am going through your QBO tutorials right now 👍🏾.

[@yt101588]

My file is too large. Even with condense its over the new limit for QBO Advanced. Do you or another 3rd party offer a service to assist? My audit trail was removed but I still show an audit trail when I pull the report.

[@HectorGarciaCPA]

No; intuit should be the one helping you with this at no cost

[@tracers9974]

Where's the link to see what you lose during the conversion?

[@HectorGarciaCPA]

Its in the videos description

[@melissalawrence9806]

Will files(pdf,jpg) attached to invoices or sales order transfer over?

[@HectorGarciaCPA]

No

[@melindaherrick1923]

Hi Hector, I am trying to help my friend transfer her QuickBooks Pro 2016 desktop to QuickBooks Online. However, the desktop version is backed up with Verito. Can the Verito version be transferred to QuickBooks online?

[@HectorGarciaCPA]

Never heard of Verito

[@MarshaResch]

Does Advanced include payroll? We currently have Enterprise Contractor's Edition with enhanced payroll (Gold).

[@HectorGarciaCPA]

No… payroll is separate

[@marsharesch9617]

@@HectorGarciaCPA Thank you! I'll look into that.

[@danielchamorro1288]

Anyone happen to know if Simple Start can do intergrations with WooCommerce and Memorized Transactions with invoices?

[@ellenpolishuk7816]

Hi, I'm migrating a massive file. Isn't there a limit to the size of the file I can migrate? And if so, how can I only migrate the last two years of history? is that even possible?

[@HectorGarciaCPA]

If the file is over 700k targets; you need to condense it

[@joannkirkpatrick5585]

Wish I had seen this vido before merging from desktop to online!! I hate on line and I cant get back on to desktop ( Sorry not even Hectors team could do it!)

[@HectorGarciaCPA]

There are some circumstances in which it wont let you “go Back” through the conversion process - but let me look at your case more closely.

[@user-lk2lw9qz8u]

Hi there! Can I migrate from Desktop to Online if I have an accountant's copy on the Desktop?

[@HectorGarciaCPA]

Great question, i am not sure

[@maansb]

I can't convert my desktop file to QBO because of the multi currency setting. What is the remedy?

[@HectorGarciaCPA]

I think there isn’t any now

[@margaritaaldana6986]

I just realized that I didn't migrate some journal files that I had in Desktop, and I've already worked a lot online, is there any way to migrate them, if I lose what I've done Online?

[@HectorGarciaCPA]

If you import again, you lose it all.. i would probably just enter the journals manually

[@techrescuestl]

your thumbnail says "coversion"

[@mikeohayon6693]

We currently have two companies, each of which has their own qb license. Is there a way to convert both to one qbo account?

[@HectorGarciaCPA]

No, is one QBO subscription per entity

[@jfitch5360]

What is the process to convert back to desktop version.i really don’t like the online system .

[@HectorGarciaCPA]

use this link: app.qbo.intuit.com/app/exportqbodatatoqbdt

[@melnev]

Hi Hector. I just converted my company from QuickBooks desktop to QuickBooks online, and our customer invoices were marked as unpaid upon conversion to online. What is a possible solution here?

[@HectorGarciaCPA]

See if you can apply the credits

[@cyndycoy54]

help! I watched your video, and got ready to do the migration a couple days after creating my account. Now the BRING IN YOUR DATA AND NO THANKS buttons are missing. Hitting Control 1 goes no place, not does hitting Control+b+q Is there another way to get going? I have to do it from a thumb drive where the previous owner saved the data as a quickbooks online data file.

[@HectorGarciaCPA]

Contact support, i have no idea

[@cyndycoy54]

@@HectorGarciaCPA Thanks for the reply! Will do.

[@fua267]

Hello on my desktop version hitting Ctrl+B+Q does nothing. Can you please help?

[@HectorGarciaCPA]

Are you doing CTRL 1 first? You need to be on the CTRL 1 screen

[@fua267]

@@HectorGarciaCPAthank you very much. Yes I did it. It went trough but now after sign in to QBO it is not offering me my company in Germany. It offers only trial company or to set up new one.

[@lorettabowles7772]

Hello Hector, I am new to all this. I am trying to convert from dt to online. I will be the clients bookkeeper. I understand convert to online, but how do I get the online version to my computer/ I have put him in qbo on my computer, I am a little confused about the last part.

[@HectorGarciaCPA]

You don’t put anything “in your computer”. Its all online at qbo.intuit.com

[@wannacupcake203]

We use Desktop for Mac. Any issues converting to online with a Mac? Thanks!

[@HectorGarciaCPA]

I dint create any Mac-related content

[@wannacupcake203]

@@HectorGarciaCPA Yes, I know your content doesn't include Mac. I was asking if QBO migration works for Mac as well as Windows.

[@michelep2960]

Hi Hector, if there is simply too much data or the inventory is a mess, can we upload CSV files?

[@HectorGarciaCPA]

You can upload SOME transactions via CSV with QBO Advanced

[@michelep2960]

@@HectorGarciaCPA Thank you! I've been doing the conversion like described in your video and the wheel is still going round and round on "retrieving your transactions" - it has been hours now. So I may have to go to advanced and upload CSV files. :(

[@HectorGarciaCPA]

@@michelep2960 hum… thats weird, contact Intuit for support first

[@Pennoak]

Good morning Hector, I am converting QB Enterprise to QB Online Advanced. In QBE “Other Names” is offered and I have over 1800 items in this area. In QBA it is not available and I was told it can be created in QBA. How can I do this? Thank you.

[@HectorGarciaCPA]

No… other names become Vendors

[@Pennoak]

@@HectorGarciaCPA okay thank you

[@pennytracker]

In your 2020 video about QBD to QBO conversion, you mentioned a max file size of 350,000 targets for the direct conversion tool. Does that still apply?

[@HectorGarciaCPA]

Yeap, that has not changed

[@deedodad]

@@HectorGarciaCPA What if you have 420+K targets?

[@HectorGarciaCPA]

@@deedodad it just got increased to 750k targets, so you should be good in theory

[@maryjeansparks6782]

What if the Control+B+Q doesn't open a pop up is there another way to start that process?

[@HectorGarciaCPA]

It works… if you are working remotely; then that could be an issue.

[@maryjeansparks6782]

@@HectorGarciaCPA Yes I am remoting into a tower that is connected to a server that houses the QB file I think maybe if I download a backup onto the tower and then open it 'locally' it may work

[@7continent953]

control+B+Q is not working what to do

[@HectorGarciaCPA]

Contact tech support

[@brunerrobdvm-bigskypetctr8077]

I cannot get the CNTR B+Q to do anything for me. Any thoughts?

[@HectorGarciaCPA]

Is it a newer version? That doesn’t work on 2018 or older versions

[@vmadar62]

How does this work when change Enterprise Desktop to QBO?

[@HectorGarciaCPA]

Same exact process… what i showed you is the Enterprise process that is now available for Pro/Prem as well

[@karimbudhwani9945]

HI hector pls advice can i covert the data form quickbooks pos 19.0 to quick books online

[@HectorGarciaCPA]

No

[@karimbudhwani9945]

@@HectorGarciaCPA thanks for the reply what about can we map the item list/vendor list/customer list from pos to qbo if not to enterprise

[@janeh5949]

WHAT IS THe link with the long list of things to check when converting?

[@HectorGarciaCPA]

quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/expect-switch-quickbooks-desktop-quickbooks-online/L0dEyNosU_US_en_US

[@caroltaavola1353]

@@HectorGarciaCPA they must have shortened it because I went to that link and it does not have all the items listed like your video does. Any reason why? Did they resolve most of the nuances since your recording?

[@vivianluo4000]

do you still have the 50 percent off?

[@HectorGarciaCPA]

No… is 30% off now

[@rjsuess3023]

Hi Hector - I get a different screen after cntrl+B+Q

[@rjsuess3023]

am I am doing something wrong?

[@HectorGarciaCPA]

@@rjsuess3023 no.. the screens change