QuickBooks Desktop to QB Online Conversion

[@NinaRossBusiness]

Just did my first QuickBooks conversion for a client today *and used your link* . Over 90% of the video worked for me. 😊 The only thing I had to do differently was to upload the QuickBooks desktop file to QuickBooks online because I was not able to see any transactions. Once I uploaded the QuickBooks desktop file, I was able to continue with your instructions AND I had a 100% accurate upload, about 6K transactions. Love your channel. Thank you.

[@HectorGarciaCPA]

;)

[@kucelkj]

Thank you, Hector. We're considering moving from QBD to QBO and this video has been very helpful.

[@HectorGarciaCPA]

Great

[@joannwilliams7415]

You are absolutely amazing! So knowledgeable, thorough and interesting videos. I appreciate you so much and sharing all your knowledge! The best quickbooks teacher!

[@HectorGarciaCPA]

Glad you find it useful

[@corythickett1745]

Great job! I am in the process of converting from Desktop to online and was a little hesitant, until I watched your video! Well done.

[@HectorGarciaCPA]

Great

[@OliviaBoring]

I am helping a nonprofit business migrate from desktop to online. They started 8 years ago and have had 2 bookkeepers during those 8 years. When she did the update for qb desktop she cant sign in due to her not being the "admin". She has backed everything up from January and on. Would it be best to just start fresh and not transfer data or transfer and clean up...because I think the books may be a bit of a mess as well. Thoughts and guidance? She is afraid if we enter her email and login for qbo and do the transfer...it will also transfer the admin from qb desktop...??

[@lbg711]

Thank you! For this and for everything you do for the profession.

[@HectorGarciaCPA]

:)

[@Noisycowonline]

Been using QB Desktop versions for over 20 years. Desktop Pro Plus 142k DB file + 2GB in attachments - mostly jobsite pictures for reference (contractor). Online will allow me to upload all the attachments and it will know where to look on the cloud. It appears QB is really pushing companies to move to the cloud. Payroll must be re-enrolled to 'deluxe' etc by July.? I remember my first Quickbooks was non-subscription and $39 all in - how times and expenses have changed.

[@HectorGarciaCPA]

No, attachments do not convert over.

[@gabrysito823]

This vid was very helpful I just started a job opening with a tax business run by a CPA. And my main goal is to learn how to manuever through quickbooks

[@mogmen64]

Hi Hector. Nothing happens when I use Ctrl b + q. I am currently using Pro 2012. Any suggestions? Thank you for this informative tutorial!

[@Bigcas2000]

You have to hit the Ctrl + 1 first then do the Ctrl b + q.

[@onetimebookkeeping]

@@Bigcas2000 this did not work for me either. Do you need to be logged in as an adminsitrator?

[@Bigcas2000]

@@onetimebookkeeping You have to hit the Ctrl + 1 first then do the Ctrl b + q. After closing the Product Information window it should then pop-up.

[@AudubonUnitedMethodistChur-f3j]

Trying to convert from Quickbooks 2018 Desktop to Quickbooks online. Got as far as Ctrl 1 and Ctrl BQ and I get the 4 circles going round endlessly. Now what? (# targets about 35,000)

[@HectorGarciaCPA]

35k targets is nothing, shouldn’t give you error

[@rogermiller1941]

Just so you know, while running QBO Plus trial version, there is no "Billing & Subscription" Menu item under "accounts & settings" & therefore no company ID, & no subscription upgrade links below that.

[@HectorGarciaCPA]

Its now moved to the Gear Menu.. on the top right

[@aduehara]

Can you suggest a workaround on how to process our business without the Sales Order function on QBO that is present on the QuickBooks Desktop version?

[@HectorGarciaCPA]

Estimates would be the closest thing

[@Bigcas2000]

This is a great video, that helped me complete a migration to Qbooks Online.

[@HectorGarciaCPA]

Great!

[@louietoltolvlog9699]

Hi I think I have to ask simply. Sorry for trouble if any. I use qb desktop at work and I have so many bills (invoices) from all vendors. My boss often asks me item prices so he can compare which vendor has cheaper price. I enter bills to qb. For example, I was entering one bag of carrot 🥕 at $50 and a bill dated 8/10 To update a carrot $50, I have to go item list to input $50 manually. And then next bill I enter, bill dated 7/20, a carrot 🥕 price was $35 When I drop down a carrot to enter 7/20 bill, qb automatically shows carrot $50 and if I go item list to change a price $35, qb just recognizes a recent price is $35 but actually recent price should be $50. How do I do that? Do I always have to organize bills in order from old date to new date for correct recent price in qb ? I believe in qb will know what date of bills I enter, qb will automatically notice and record very recent price update and does not keep old price as recent price. I have no one to ask. I went to accounting class online by discord but the instructor wasn’t knowledgeable and couldn’t answer my question. 😢

[@HectorGarciaCPA]

Im trying to figure out what the question is…. Are you looking for a report?

[@caterminnis5534]

Hi. Thanks for sharing your knowledge and expertise. I have 2 entities. One for my financial service business and another for real estate investing. Should I request for both seperately to get your discount?

[@AdrianaHeredia-f9r]

Hi Hector. Do I need to have access to my clients Quickbooks Desktop account to make this transfer to Quickbooks Online or she can do it on her own? and then I help her on the Online version. Not sure how to handle this.

[@HectorGarciaCPA]

She can do it on her own if she creates her own account

[@arwaaxabdala2109]

Hello dear thanks for your tutorial. can i get quickbooks online what I used to get from quickbooks desktop online?

[@dwaynewooten943]

Very good sir. I like how you explained everything and gave us best practices.

[@HectorGarciaCPA]

:)

[@TerryRGraham]

So my quickbooks pro Plus 2024 subscription is still good forever and able to continue payroll subscriptions?

[@HectorGarciaCPA]

As long as you continue to pay the subscription

[@TerryRGraham]

@@HectorGarciaCPA My monthly subscription for Pro Plus 2024 just jumped from 69.28 to 107.17, so I guess the plan is to keep raising the price to get the current subscribers to go online.

[@TheBlanco951]

I love qbd, but i have to switch over to qbo because my company needs to use fish bowl for inventory. I’m truely going to miss qbd enterprise for wholesale and manufacturing 😢😢

[@HectorGarciaCPA]

Hopefully QBO + Fishbowl will work well

[@eveoconnor3670]

Would you recommend staying with Desktop to finish the previous tax year and then convert to online.

[@HectorGarciaCPA]

Yes, i usually recommend that

[@gabrielamaja9672]

Having trouble pressing CTRL+B+Q. Nothing appears to happen. Any suggestions?

[@HectorGarciaCPA]

Are you working remotely?

[@gabrielamaja9672]

Hector, I do work remotely some...However, I found the answer in the comments below, and was able to complete the migration to QBO. Thank you so much for this video, and many others!! Greatly appreciate them and you!

[@bellojoy7531]

Thank you for the video...please how do I migrate company file on QuickBooks desktop to another higher desktop version. Thank you

[@HectorGarciaCPA]

If you go from Pro/Premier to Enterprise; or same version accords newer years, it happens automatically when open it

[@infoezezon5822]

Hi, i want to know , how can we get customer Balance Details report , which shows Items and Quantity also, Can you help pls

[@villagelocksmith5068]

This is a great video! Thank you so much watched a couple of your other ones too, and you make everything seem so simple! I am about ready to pull the trigger and move my QB desktop to Online, do you still have the same discount as before where if we are transitioning we can get you the license numbers and qualify for 50% off for the first year, I saw that in a previous video. Was wondering if that was still and option?

[@prckybgd]

How can I transfer my quickbooks online company file to the new subscription that I can get from your link

[@PHOTOCONVENTION]

Do you know if you can use both to manage the same accounts? For example, our office has to use quickbooks desktop to integrate with our CRM software. That's essential for our business and there's no way around it. But, we want our bookeeper to be able to operate remotely with quickbooks online. I can't see if there's a way to do that.

[@HectorGarciaCPA]

No.. using both would be a mess

[@cindymaddox526]

Thank you for the helpful video. It is Sept. 2023 and it doesn't seem like the discount link is working anymore. When I click the link it only allows for a free trial with the "Simple Start". Is there a new link for the free trial and discount?

[@HectorGarciaCPA]

After you create a paid account, email me [e-mail] your QB online company ID and QB Desktop license number, ill have someone from Intuit fix it

[@Kalanimauimusic]

Hi Hector, thanks for the great video as usual! If we used QB POS to track inventory, do I elect to not transfer inventory when I do the migration to QB Online?

[@HectorGarciaCPA]

If you continue to use a 3rd party system to control inventory, then no

[@shelbyadams3212]

How long is too long to wait for the confirmation email that signals completion? It's been 2 hours so I'm not sure if it worked.

[@HectorGarciaCPA]

Should be 1 hour max

[@shelbyadams3212]

@@HectorGarciaCPA It ended up taking about 5-6 hours. But everything worked and our balances matched to the penny! Your video was very helpful. Thanks!

[@widyj7040]

I have a question, it's not about qb online, but please tell me can i down grade from qb desktop Enterprise to quick books desktop pro?

[@HectorGarciaCPA]

There is no “easy button” for this

[@gloriayam2780]

We migrated our Desktop Data into Quickbooks online without watching this video or doing much research because we were sold on " one click" conversation marketing tactics. Now it is confusing and I believe I made a mess of the accounts. Is it possible to start all over and migrate as if I had never done it already?

[@HectorGarciaCPA]

Yes, you can migrate again within 60 days of account creation

[@harisnaeem7804]

Hi hector, in QuickBooks online the payroll subscription cost $45 per month for every single EIN/company or we can process the payroll in single subscription for multiple EIN'S and per employee chargers. I watched the whole video to find out. Please your response will be highly appreciated. Thanks

[@HectorGarciaCPA]

Every EIN is its own subscription

[@lindahulley1781]

Thanks for your videos. We trying to do a desktop to online conversion manually as the export function no longer works. When importing the received payments it is wanting us to individually match each payment loaded into the bank icon to an invoice eventhough these were verified inputted historical data payments. Can this huge reconciliation again be avoided. We are in South Africa where desktop will no longer be supported.

[@HectorGarciaCPA]

This inly works in USA

[@FawadSaeed-n1q]

Hi. I need help please. When i do all the setups it convert into US dollars instead of my home currency

[@HectorGarciaCPA]

Cant be done

[@bermudabeachbum3582]

Good Video however when I get to the Get Started on the Quickbooks Desktop it automatically converts my file to the Advance QuickBooks Online Trial version even though I already created a Quickbooks Online Plus account.

[@HectorGarciaCPA]

In my video i show you to click on the button to avoid that.

[@bermudabeachbum3582]

@@HectorGarciaCPA I did that it still automatically tried to create an Advance account with 30 day trial. I had already created a QB online Plus account and it went and create a whole new file,

[@HectorGarciaCPA]

@@bermudabeachbum3582 you can just downgrade the one that was created, let the other one lapse

[@bermudabeachbum3582]

@@HectorGarciaCPA Actually I can't as I have to use Global version as opposed to US version and it doesn't let me have Quickbook Advance. It lets me do the trial then won't let me buy it afterwards. Or let me downgrade it to Plus.

[@eddgua23]

Good Video!, I am located in Central America and I have a customer who has more than 15 clients. He has the clients located in 4 Quickbook desktops app version 2018. I will add all the clients to my Accountant account. So I would like to know if I can use this process with all the QuickBooks desktop versions. Also, the customer has some clients with records from 2011 and 2012, Doing this process without messing with the database?

[@HectorGarciaCPA]

Everyone needs to be in the same year version

[@cyranoburleson4240]

Amazing video. The links and the step by step guide 10/10

[@HectorGarciaCPA]

Glad is helpful

[@ogechionyewu6875]

Hello thanks for this tutorial. For folks who are used to the desktop why do you recommend not adding the online app to your machine? Is the browser tool more effective or are you making the recommendation based on reducing confusion between both the fed and online app?

[@HectorGarciaCPA]

The desktop for QBO is not so good. I prefer google chrome

[@SoloScheepers]

Good morning. Can u assist me with a problem. Mmc did a transfer for me. Stock was sitting at zero and in non inventory. But the balance was on my chart of acc. Now I need to put the quantity and change to stock item as of my backup sent so I can continue adding new data afterwards. What do I do from here on

[@HectorGarciaCPA]

Sounds like something very specific. Schedule a 1on1 with your accountant, or you can book a paid diagnostic with my office 954-414-1524

[@BigDaddyAddyMS]

Is this video still relevant? I’ve followed these instructions multiple times and then after I get the email that says my info is now available online, there’s nothing in the QBO except for the company name. What am I missing??

[@HectorGarciaCPA]

Video is still relevant. Maybe you are logging into the wrong account (you could have duplicate company files, happens a lot)

[@richardglaholt5840]

Which version is best for non-profit religious organizations

[@HectorGarciaCPA]

PLUS and ADVANCED

[@richardglaholt5840]

@@HectorGarciaCPA thanks

[@MuhammadShehbaz-i8b]

Hi While, pressing CTR+B+Q its saying me to download chrom, any help on that, i have all browsers with me

[@HectorGarciaCPA]

That shouldnt happen

[@StephanieByrd-u9t]

Does 1099 vendor info come over when you convert from QBD to QBO?

[@HectorGarciaCPA]

Good question, i am not sure

[@Gerimichau]

Do you still have the discount? Its not showing for me. Is there another way to put in this discount?

[@HectorGarciaCPA]

Email me [e-mail]

[@SolutionsGuru-d7l]

Hi, I want o convert QuickBooks pro desktop to QuickBooks online. I am using my local currency as the default currency on desktop but on online, i want to us the USD. How do i go about it? I have tried and its giving me an error message that the version of QuickBooks is not a US version. Please assist on that

[@HectorGarciaCPA]

I cannot help with this

[@directdiesel]

question for you , can i use Quick books enterprise to and at the end of the month or end of year send a link to my CPA without having to print out the information ?

[@HectorGarciaCPA]

If you cpa has enterprise, yes

[@directdiesel]

@@HectorGarciaCPAwhat if they QuickBooks online?

[@catherinegarber7567]

Hi the client wants to migrate from QB Desktop to QB Online the transactions for 2022, monthly balances for 2021 - 2018, yearly balances for 2017 - 2012. Is it possible to do that?

[@HectorGarciaCPA]

No

[@jadengunawardena3824]

Hi hector, im an currently running Quickbooks Desktop Pro 2020 release R8P, when i press Ctl + B + Q the migrate tab does not open, what do i do?

[@HectorGarciaCPA]

Contact tech support

[@gemelindacjp7976]

I want to go back to an older version of Quickbooks Desktop because of the cost of their subscription starting with v 2022. I was thinking I could migrate my file to QB Online with a free trial, which is easy, then use the convoluted directions online for exporting back to Desktop but create the company in the older software. Backup data at every step, of course. Do you think it would work? :)

[@HectorGarciaCPA]

I dont think so

[@lucibee86]

I didn’t for quickbook online. They automatic update online. But I like desktop better for me Can I use quickbook desktop ? Or not only online?

[@HectorGarciaCPA]

You can transfer to data to desktop and use desktop instead. But not both

[@lucibee86]

@@HectorGarciaCPA online is confused for me. But is desktop still available for I do the payroll right?

[@bambeerajames3158]

Halo Hector am big fun thanks for the educative videos in the accounting world. I have a request if you could do us a closing of books video for QuickBooks online, I will be very happy. Keep up the good work.

[@abchappell01]

That was a wonderful video presentation. Thank you so much.😊

[@HectorGarciaCPA]

:)

[@phillipd538]

Hi Hector, I have a question for you. I moved the QB Desktop Company file to QBO and for some reason my open invoices did not come through with tax and so my A/R balance is off. I also noticed that an account for sales taxes payable in QBO is not matching QB Desktop. Any idea why that might be?

[@HectorGarciaCPA]

You might need to enter the missing transactions manually

[@cliffgoodman9754]

I mistakenly created duplicated online accounts and exported the data to the wrong account, how do I get it to the right account?

[@HectorGarciaCPA]

You have to export again. You cant “transfer” across QBO files

[@cliffgoodman9754]

@Hector Garcia CPA when I try transferring again, the correct business is not the default name, how do I change it?

[@jimmyjurado5161]

Excellent, thank you so much Hector.

[@HectorGarciaCPA]

You are welcome

[@SinmiloluwaOloyede]

Thanks for helping!

[@HectorGarciaCPA]

Thanks, happy to help!

[@fabianhernandez9506]

Hi Hector, Great video thank you for this amazing content. I have a client looking to migrate from Desktop to Online and I'm trying to figure how many hours to bill. Do you have a ball park idea how many hours it normally takes?

[@HectorGarciaCPA]

Most of the time is an hour. Others is 6-7 (the ones that need to be fixed)

[@fabianhernandez9506]

@@HectorGarciaCPA Thank you. I noticed you said that you have better payment options for the builtin pay button. How can i go about changing mine?

[@louietoltolvlog9699]

@@HectorGarciaCPA Is there a way for qb to recognize an updated item price by dated bill even if I enter an latest bill first and then an old bill? Hi. I think I have to ask simply. Sorry for trouble if any. I use qb desktop at work and I have so many bills (invoices) from all vendors. My boss often asks me item prices so he can compare which vendor has cheaper price. I enter bills to qb. For example, I was entering one bag of carrot 🥕 at $50 and a bill dated 8/10 To update a carrot $50, I have to go item list to input $50 manually. And then next bill I enter, bill dated 7/20, a carrot 🥕 price was $35 When I drop down a carrot to enter 7/20 bill, qb automatically shows carrot $50 and if I go item list to change a price $35, qb just recognizes a recent price is $35 but actually recent price should be $50. How do I do that? Do I always have to organize bills in order from old date to new date for correct recent price in qb ? I believe in qb will know what date of bills I enter, qb will automatically notice and record very recent price update and does not keep old price as recent price. I have no one to ask. I went to accounting class online by discord but the instructor wasn’t knowledgeable and couldn’t answer my question. 😢

[@eliassheikh7551]

hi Hector.. how to get quickbooks practice data

[@HectorGarciaCPA]

Search “Qb test drive”

[@munkeybonz589]

Our online conversion is a complete mess, we are in rialto California. How can we contact or hire u for help? Date of this message june 29. Thank you

[@HectorGarciaCPA]

Email me [e-mail] or contact my office 954-414-1524 (MF 9-5 EST) to schedule a training/consulting session

[@cosmic7368]

Does this work for UK desktop versions

[@HectorGarciaCPA]

Don’t know

[@cliffgoodman9754]

I want to move my data from online to online, how can I do this?

[@HectorGarciaCPA]

There is no built-in tool for that

[@TheKingpleb]

This doesnt work anymore sadly :(

[@HectorGarciaCPA]

Not true... did a conversion this AM..

[@TheKingpleb]

@@HectorGarciaCPA not working in the UK, tried it on 2 different clients now. All the same issue

[@HectorGarciaCPA]

@@TheKingpleb UK is different… my videos are all within the context of US companies only

[@rowingstoner1]

Help the control 1 works, however control B Q does not work. WE have tried and tried to migrate and am getting nowhere. The desktop is on a mac using FMware Fusion

[@gatalife7667]

did you ever figure a way around this-I am having the same problem

[@captainschoicehs]

I had same issue, realized I hadn't restarted after updating AND I was not logged in as admin. Restarted and logged in admin and it worked.

[@NishuAnand-b3l]

voice clarity is not there ...to b a best teacher your voice shld b prominent enough...ur voice is not good

[@katieklumpp9437]

@HectorGarciaCPA I am working with a non-profit to move from 2008 QB Desktop to QBO. After entering Ctrl+1, nothing happens when we enter Ctrl+B+Q. We are logged in as Admin. Any advice is appreciated!

[@HectorGarciaCPA]

Its too told. You need to upgrade to a more recent version to be able to do that

[@katieklumpp9437]

@@HectorGarciaCPA Thank you for your quick response. Does that require 2 purchases? The upgrade and the online purchase?

[@HectorGarciaCPA]

@@katieklumpp9437 no, you can download a 30 day trial of qb desktop

[@katieklumpp9437]

@@HectorGarciaCPA Thank you again for your help! We were able to do the conversion. I very much appreciate the content you make! It is extremely helpful.

[@Vicki4645]

Ctrl + B +Q Isnt bringing up the pop up

[@HectorGarciaCPA]

Are you working remotely?

[@Vicki4645]

No.. at the office

[@HectorGarciaCPA]

@@Vicki4645 is it on a hosted server? Or a virtual PC?

[@Vicki4645]

@@HectorGarciaCPA Virtual PC (I think) ... we dont have a server