Hello, 9130 3574 1036 9016. I can help you migrate your data from desktop to QuickBooks Online.
To start, it's important to note that moving from QuickBooks Desktop to QuickBooks Online is not supported if the versions are different, for example, QBDT (ZA) to QBO (US). However, if both versions are the same, you can follow the steps below:
- Back up and save a copy of your desktop data file.
- Export your lists and create a detailed chart of accounts report, plus open transaction reports to help you set up.
- Download all your sales and purchase invoices, then complete the following:
- Go to Preferences and remove the period end date.
- Check any spelling and notification of changes made before you start – this will let you to print without having to confirm multiple times.
- Select the invoices for the year you want to download.
- Note: You can download the entire year. We recommend downloading invoices by month if you have more than 25 invoices per month. You can print or download the invoices as a PDF and save them in a folder.
- Download and save copies of all your bank statements.
- In your new accounting system, enter the opening balances into your chart of accounts and import your customer and supplier lists.
- Finally, re-create or import your open transactions and adjust your open balances accordingly.
Additionally, refer to these articles for more details on this process:
Furthermore, I'd also like to share this Getting Started Guide for additional reference after migration: Get Started With QuickBooks Online.
Don't hesitate to reach out to us again by posting your replies on the comment section if you need anything else. I'll be around to assist you further.
