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DV-SK
Level 2

Merging data

We hired an accountant to do our taxes. She has QB Desktop 2023 and has us set up as a Cash business. We also use QBO and are set up as Accrual. We are looking to merge her records with ours. What is the best way to do that?

5 Comments 5
Carneil_C
QuickBooks Team

Merging data

Hi there, @DV-SK

 

Good to see you here in the Community. I'd gladly assist you with your concern about merging your data. 

 

If you want to integrate both data, consider looking for a third-party app that meets your needs. We're unable to suggest a specific app, but I'll show you how to look for one. Here's how:

 

  1. From the left panel, click Apps.
  2. Go to the Find Apps tab.
  3. Use the search bar and enter the keyword to look for an app.
  4. Choose an app from the list.

 

If you want to get your data out of QuickBooks Online or QuickBooks Desktop, you can check out these articles to further guide you on the process: 

 

 

If you have any further questions or concerns about QuickBooks-related tasks, please know that you can always tag my name. I'm here to help you in any way I can. Enjoy your day.

Fiat Lux - ASIA
Level 15

Merging data

@DV-SK 

Do you do double bookkeeping on QB Online and QB Desktop?

 

DV-SK
Level 2

Merging data

Thank you for you time.  My issue is we have no Desktop version so therefore no way to import the QBD backup.  However, once we resolve that I will look into a 3rd party app that will merge.  I was hoping QB had a way to do that, but it's an option.  Thank you!

DV-SK
Level 2

Merging data

Sort of.  Accountant was entering AR and we were recording both AR & AP.  She also had us set up as a cash business and our QBO is set up as accrual. So merging might be messy anyway, but we are trying to avoid loosing data from either one. 

Fiat Lux - ASIA
Level 15

Merging data

You can use the trial version for QBD 2023 Enterprise to open the company file. Then use a migration tool to merge your data from QBD to QBO. i.e TP Exporter for Desktop and TP Importer for Online.

https://get.transactionpro.com/qbo

 

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