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Replying to:
RachelIllsley
Level 3

QuickBooks Migration from QB Desktop QB Online Post 30 June 2023

Dear QuickBooks

 

We have now migrated two years of our accounts to QBO. This process has been a nightmare because of the limitations of QBO compared to QBD and has taken us several months of work.  But that is another post for another day.

 

The question I have for today is as follows:-

  • We have tested accessing our historic data in the read own portal.  This has masses of limitations mainly because you can only export data to a CSV file.
  • If we try using the portal to access our data from over two years ago and find the limitations too time consuming, can we then decide to export seven years to a second QBO file, post 30 June 2023?  Or does this need to be done this month?

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