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Class Tracking Conversion Import Desktop Data

Will Class Tracking Function Convert from QuickBooks Desktop

Yes, it will convert from QuickBooks Desktop into QuickBooks Online Plus plan. Make sure you have a Plus plan. The class Tracking feature is not available in Essentials and Simple Start plans.

Categories
Conversion Import Desktop Data QBO QuickBooks Online QuickBooks Online QBO

How to import QuickBooks QBB file to QuickBooks Online QBO

QBB is a file extension for a backup file format used by Quickbooks desktop.
There is no way to directly import QBB file to QuickBooks Online (QBO).
You will need QuickBooks desktop version program to restore this backup company file. Here is more information on how to restore a backup company file in QB desktop version:
https://community.intuit.com/articles/1436903-restore-a-backup-company-file


You can then import from the QB program itself (a QBW file) to QuickBooks Online (QBO). If you need to download a 30-day free trial program, see the link below.
https://community.intuit.com/articles/1207255-quickbooks-desktop-trial-links


Here is a helpful article that should walk you through the conversion from QBDT to QBO process:
https://community.intuit.com/articles/1145375-import-into-quickbooks-online-from-quickbooks-desktop-for-windows-us-only

Categories
Conversion Import Desktop Data Inventory QuickBooks QuickBooks Online QuickBooks Online QBO

Guide to importing inventory from QuickBooks Desktop older than 2015

If you have QuickBooks Desktop file older than 2015 with inventory items and try to convert to QBO, read this article first. You will need 2015 or newer version to import inventory properly. They offer you the latest trial version. Click here for trial links. This is for US version only.
Note: Even with this latest version of QBD, you may experience some issues with inventory in QBO. Also, you may want to a 100% physical inventory, and adjust current qty to match in desktop before exporting to QBO. There is no value adjustment in QBO.

See also QuickBooks Help article.
 

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Conversion Import Data Import Desktop Data QBO QuickBooks QuickBooks Canada QuickBooks Online QuickBooks Online QBO QuickBooks UK US

QuickBooks Desktop QBD trial to export or import into QuickBooks Online QBO – US UK CA

This QuickBooks article is helpful for:
1) If you have QuickBooks desktop QBD company file saved on computer hard drive or on external hard drive storage and you need to export that file to QuickBooks Online QBO. This means you have backup company file but no actual QuickBooks desktop program.
2) If you want to cancel QuickBooks Online QBO subscription, and need to export the company file to QuickBooks desktop QBD. This is a way to have a backup company file.

 


Our Quickbooks Data Conversion Services

We can also help export or import into QuickBooks Online QBO.
If you want to move to QuickBooks (QBO and QBD), but not sure how to move your data, please call our consulting service at 858-798-5058 or email us at info@vpcontroller.com .


 
IMPORTANT: These links are only trials, so please don’t try to register these products because it won’t validate and you’ll be locked out.

If you need a QuickBooks Desktop trial to export or import into QuickBooks Online, you can download it here.
If you try to restore a file with a different region’s QuickBooks, it will not work.
Please ensure you are on the latest release of any version downloaded to ensure a smooth migration.

Already a Desktop customer and need to troubleshoot an issue? http://support.quickbooks.intuit.com/Support/ProductUpdates.aspx

QuickBooks Pro/Premier 2017 – 30-day trial

You need these minimum requirements on your system to install this trial.
This installation requires a reboot, so be sure you can close other programs before proceeding.
http://dlm2.download.intuit.com/akdlm/SBD/QuickBooks/2017/US_R1/QuickBooksPremier2017.exe
License number: 5756-3895-5371-772
Product number: 760-899
Trial Validation Code: 653934

Note: If you haven’t installed this product version previously, you may not need the validation code.

QuickBooks Enterprise Solutions 17.0 – 30-day trial

Do not use this for converting your file to QuickBooks Online unless you only have an Enterprise Solutions file.
You need these minimum requirements on your system to install this trial.
This trial link doesn’t require license and product information, and will automatically install without it.
http://http-download.intuit.com/http.intuit/Downloads/2017/Latest/Setup_QuickBooksEnterprise17Trial.exe

QuickBooks for Mac – 30 Day Trial

The QuickBooks for Mac 2016 trial can be found here:
http://intuit.me/1LEuYn0

Canada QuickBooks Trials

Already a Desktop customer and need to troubleshoot an issue? http://support.intuit.ca/quickbooks/en-ca/iq/Update-QuickBooks/Update-QuickBooks-Desktop/HOW15427.html
QuickBooks Pro/Premier 2016 – 30-day trial
These are trial versions and will not validate if you try to register them.

Pro Trial
Premier Trial
Premier Accountant Trial
For trial links for other years, go to http://support.intuit.ca/quickbooks/en-ca/iq/Install–Update-and-Convert/Install-QuickBooks-from-a-download/HOW15493.html

United Kingdom QuickBooks Trials

Already a Desktop customer and need to troubleshoot an issue? https://community.intuit.com/questions/1339022-manually-updating-quickbooks-uk
QuickBooks Pro/Premier 2015 – 30-day trial
These are trial versions and will not validate if you try to register them.

Pro Trial Version
Premier Trial Version

source link






Categories
Import Data Import Desktop Data QBO QuickBooks

How to limit the number of years of information when converting from QuickBooks Desktop to Online version

You can use the Condense Data Utility in QuickBooks Desktop (In the menu bar, click File, then Utilities and then Condense Data) to condense company file data.

To do this task:

  1. In the menu bar, select File and then Utilities and then Condense Data.
  2. In the first window of the wizard, select Transactions before a specific date and enter the appropriate date.
  3. Put a checkmark in the checkbox labeled: Optional: Create a report showing which transactions cannot be removed.
  4. Click Next and select the radio button Create one summary journal entry (recommended).
  5. Click Next and select the radio button Summarize inventory transactions (recommended).
  6. Click Next and select the transaction groups you wish to be removed.
  7. Click Next and select the unused list entries you wish to be removed.
  8. Click Next and click the Begin Condense button. BIG NOTE This does not start the Condense: it starts the report.

condensed data1
condensed data1

condensed data2
condensed data2

Few other helpful tips before handling this task and also before converting to QBO:

  • Complete backup of your QuickBooks company file
  • Update QuickBooks (Help menu > Update QuickBooks)
  • Verify and Rebuild Data (File menu > Utilities > Verify and Rebuild Data)
    (do it a couple of times if it’s huge or old file)

Categories
Company Gear Import Desktop Data Tools

How to import a QuickBooks desktop backup company file to QuickBooks Online?

It’s not possible to import a QuickBooks desktop backup file directly into QuickBooks Online.

If you only have a backup and don’t have QuickBooks desktop installed on your computer, you will first need to install a trial version of QuickBooks on your computer.

Follow the steps below:

  1. Download and install a QuickBooks Trial:

Windows Desktop Trial Link: http://http-download.intuit.com/http.intuit/Downloads/2012/Latest/Setup_QuickBooksPro2012.exe (License # 7482-8847-2621-492 / Product # 204-992)

Mac Desktop Trial Link: http://http-download.intuit.com/http.intuit/Downloads/2014/Latest/QuickBooksProMac2014Trial.dmg

  1. Skip (or exit) the “getting started” interview.

  2. In the QuickBooks trial, choose File > Open or Restore Company to open the backup file. (File > Open Company in Mac)

  3. After it’s restored, take these two steps (also read related articles below)

  • STEP 1 > In QuickBooks for Windows, choose Help > Update QuickBooks.
  • STEP 2 > After the update is complete, restart QuickBooks, choose Company > Export Company File to QuickBooks Online.

Click on the screenshot below to enlarge it
steps to import your data

Then, follow the rest of import instructions:

replace or new

 

Related articles:
Import into QuickBooks Online from QuickBooks Desktop for Windows

Survival Guide – Import to QuickBooks Online from QuickBooks Desktop

Import into QuickBooks Online from QuickBooks Desktop for Mac

 

#QuickBooks Online

 

Categories
Import Data Import Desktop Data

We had our file imported into QB Online and now notice that nothing shows reconciled. The check mark is missing from all the transactions . How is this fixed?

It is part of the QBDT to QBO import limitations process, they forgot to mention it.

Here is my take on how to solve it in QBO?

If you still have access to QuickBooks desktop file, print bank reconciliations report (preferably for the last three months for record).

Let’s say you have done reconciliation through July 31, 2014 in desktop. Reconciliation report should show outstanding checks (under Checks and Payments) as well as deposits in transit (under Deposits and Other Credits).

In QBO for one-time only, do the bank reconciliation through July 31, 2014 again for the same period.

Enter ending balance as of July 31, 2014. Opening balance probably will not make sense, leave it as it is for now. Focus on ending balance.

Select checkbox > Hide transactions after the statement’s end date (upper corner)

Select “ALL” checkbox under Checks and Payments heading or next to Date column

Select “ALL” checkbox under Deposits and Other Credits or next to Date column

Uncheck Outstanding Checks (one by one) based on printed Bank Reconciliation report generated from desktop

Uncheck Deposits in Transit (one by one) based on printed Bank Reconciliation report generated from desktop

Difference should 0 (zero) now.

Select blue “Finish Now” button

Next reconciliation should be part of QBO process now.

Categories
Chart of Accounts Import Desktop Data

We recently converted from Quickbooks Pro desktop to QuickBooks Online (QBO). We have two A/P accounts, one of which was no longer in use. Our bills are now posting to both, seemingly randomly. How do I set the bills to post to only one account?

COA merge accounts
COA merge accounts

You will need to merge the two accounts into one account you want to keep.

From the Home page screen

  • Go to the Company Gear icon (located at top upper right corner)
  • Select Chart of Accounts under Settings header
  • Click on the account you are keeping to select it and then the Edit button.
  • Copy the Account Name, make note of the Detail Type and if the Is Sub-account option is marked. If sub-account is marked, make note of the parent account it is associated with.
  • Click the browser’s back arrow to return to the Chart of Accounts.
  • Select the account whose name you don’t want to use and click Edit.
  • Paste in the Account Name and make sure the Detail Type matches the account with which you’re merging.
  • If these are sub-accounts, make sure they are associated with the same parent. If only one is a sub-account, make it a parent account by deselecting the Is Sub-account option.
  • Click Save.
  • Click Yes to confirm that you want to merge the two accounts.