Question

Import desktop data to online account using classes

Forum|Forum|1 year ago
September 10, 2024
1 reply
14 views

I have transferred my main company from QuickBooks desktop to a new QuickBooks online account. I have two other desktop businesses, that are 100% owned by the main company. My accountant has said I can use classes to run those two businesses within my main companies online file. My question is if I can transfer the desktop data from those two companies into my main company online account. I would assume this would be only a partial data transfer of specific customers, vendors, payables, receivables, etc.

Any help would be appreciated. Thanks!

Non-Product Specific

M

Maybelle_S

QuickBooks Team

Congratulations on successfully moving your main company file to QuickBooks Online (QBO), IndyPerk. It’s great to hear you’re leveraging classes to manage your two additional businesses within your QBO account. I have some helpful details for converting your remaining companies from QuickBooks Desktop (QBDT) to QBO.

Merging multiple companies into one QBO account can be tricky and lead to data issues. Using classes helps you organize, track, and report on each business within a single account, improving data management and visibility into each business's performance.

To start, export the lists from each company to Excel and then import them into QBO. Please know that you can only import the following information in QBO:

Bank Data
Customers
Vendors
Chart of Accounts
Products and Services
Invoices

For more details, see this link: Common questions about importing data.

Once done, you can use the Class feature to segregate and manage your financial information. For more details, see these links:

Moreover, visit this article on what to do after moving your company files: Things to do after converting from QBDT to QBO.

You can count on me for other concerns about handling files and moving data in QuickBooks. I want to make sure everything is good for you.

I

IndyPerkAuthor

The supplied link really doesn't address my specific situation. Can you supply a link to a third party tool that would address this specific situation and/or a link showing how to transfer to Excel and then to QBO?

E

Erika_K

QuickBooks Team

I appreciate you letting me know about this, IndyPerk. Let me join this conversation to clarify the steps in transferring your desktop company file to QuickBooks Online (QBO). Let’s collaborate and delve into the details so you can move your data accordingly.

As previously mentioned by my colleague, you can use the class tracking feature to distinguish your other two companies separately from the principal firm using a single QBO account. You also have option to export the relevant lists from each of your QuickBooks Desktop (QBDT) company into an Excel spreadsheet.

To proceed, please note you only have the option to export specific types of data, including customer lists, vendor lists, payroll lists, and item lists, along with their associated transactions. Afterwards, import them into QBO. Please also remember that QBO has certain restrictions on the types of information that can be imported from your desktop company file. Specifically, you are only able to bring in the following data into your QBO account:

Additionally, while I cannot provide specific app recommendations, I'll outline the steps you need to follow to find apps aligning with your preferences instead. To get started, visit the QuickBooks App Store directly or through your QBO account. Here’s how to proceed:

Navigate to the Apps menu.
Choose the Find apps tab.
Select the application suitable to your preferences.
Click Get app now.

Hit the Reply button if you have additional questions or concerns regarding the process of moving or transferring your company files or other-related tasks, IndyPerk. I'd be more than happy to assist you further and provide any clarification needed to ensure a smooth migration process.

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