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Survival Guide: Import and Export Limitations of QuickBooks Online QBO
It is highly recommended reading these articles (and more help) if you are converting from or to QBO. Note: This is not a seamless process. Expect too many hurdles to overcome! Import limitations from QuickBooks desktop (QBDT) version to QuickBooks Online (QBO). What doesn’t come over during an import from QuickBooks Desktop – Import Limitations […]
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How long does it take to show up after I have imported my company file from QuickBooks desktop (QBDT) into new Quickbooks Online (QBO)?
There are two ways to import QuickBooks company file from desktop to QuickBooks Online. Of course, if your company file is very large, it will take longer than a very small company file, so keep that in mind. If you chose the option in your QuickBooks desktop under the Company menu for Export Company File to QuickBooks Online, […]
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How to import Chart of Accounts in new QuickBooks Online?
Here are the steps needed to import the Chart of Accounts: From the gear icon go to Import Data and choose Chart of Accounts. Read the checklist before importing and make sure your file fits the requirements for import (must be a .csv or Excel file format and must have Account Type and Name fields). I recommend downloading this sample […]