BEFORE you Convert from Desktop to QuickBooks Online

Setup new account (30 day trial + 30% Discount):

My 9-hour QuickBooks Online 2022 Tutorial Playlist:

Timestamps:
00:00 BEFORE you convert your QuickBooks file!
04:50 Create a NEW/FRESH Company file
06:22 Choose the RIGHT version
10:22 New file setup step by step
14:21 Migrate / Export data from Desktop
19:31 Compare Reports (after conversion)
24:40 What you lose during the conversion
34:22 Learn QuickBooks / Get Help
40:36 Outro / Conclusion

Data transfer limitations:

[GerbieCoronel]

Hi @HectorGarciaCPA, what an amazing tutorial! May I know where's the video or link tutorial if the total targets are over 750K? Does QBO Desktop have condense tool? Thank you!

[aflare]

hi Hector - I am doing my first bookkeeping job tomorrow. I have to migrate over from desktop, so was happy to see your method. I feel a little disheartened that so many things may not transfer over. that's a large list!

[vickiehegar]

Hello Hector, at 14:43 Ctrl +1 worked. 14:51 Ctrl + B + Q is not doing anything.

[Proverbialfunk]

''Control - B+Q' does not seem to work with QB22 Enterprise edition.... Just does nothing. =/

[niyifashavenant]

You’ll need to update your software to access your Intuit Account here., What Can i do?

[dankluger]

At about 15:09, when you hit Ctl+B+Q, I get a different pop-up, and there is never an option to "select destination". I went through the very different steps and questions I was getting, and it seemed to upload my desktop data to a new or different account somewhere...
I guess I will try the QB help line because I have no idea where the data was uploaded to.
In any case, my options were very different starting with the Ctl-B-Q section.

[watercolourkeyes]

Oh my goodness thank you so very much Mr. Garcia! I was starting to feel so discouraged and now I’m all good to go. Thank you so very much.

[danielchamorro]

Good video, although I will say that a product like essentials works just fine for many folks who simply use quickbooks to produce PNL and Balance Sheets at the end of the tax year. I don't use quickbooks to pay vendors or put bills owed in the future. Maybe it's best to not say you don't recommend it, but instead state it's limitations and suggest who would be the best fit for it. Thanks!

[fua]

Hello, I have a question on QBO. We do not use Checks for AR nor for AP payments. We receive Invoice payments and make Bill payments only via bank transfer or electronic fund transfer. I have created Payment Method EFT but it only works for AR Invoice payments. When I record Bill Payments they all show Bill Payment ( Cheque ) for some reason. Oppennig Bill Payment does not offer any option to change Bill Payment method. How to apply the EFT payment method for AP bill payments?

[JulieClawson-yhwi]

Hi. I did a convert yesterday. I tried using the ctrl+B+Q shortcut from the dashboard and it didn't work.

[eveoconnor]

I have a problem. I migrated the desktop to online, however, the previous bookkeeper didn't add any thing (banking or any accounting) from April 2023 to April 2024. Can you recommend a work around or fix. Can I manually add expenses, and bank reconciliations.

[MahmoudMohamed-qcgm]

There is an journal hidden in qb desktop in chart of account i can find the effect of the entry but when i open the account i find it zero in trial balance and balance sheet also zero but still the amount available in chart of account, i have made entry debited accumulated depreciation and credited payable and after saving it error message shown so i changed the accumulated depreciation to asset again and save then the entry made debited asset account and credited accum. Depr. Acc in background and toke journal serial number without any effect in trial balance or balance sheet how i can find and reverse or delete this entry

[mikestorms]

Hi Hector. I'm converting from QB MAC desktop. In the Export data from Desktop section of your video (at 14:40), you say to hit Control 1 to bring up Program Information, then Control +B+Q to start the export process. These keystrokes don't work in Desktop for MAC. What are the keystroke combinations for Desktop MAC? Thanks!

[vickiehegar]

If my accountant is doing my year end taxes now and May 31st is my deadline to convert to online from desktop what date do I start my online subscription from? 17:48

[lauraritonya]

Is it more complicated to do this mid year? We have Quickbooks online payroll, can we convert that over to the new online after we have it set up?

[whatisimportant]

My desktop quickbooks pro 2012, has not updated for years (but continues to work). I want to switch to QBO. Should I try to convert to QBO without updating my desktop version, will it work? Or do I need my accountant to update the desktop backup file on their computer and then do the conversion?

[greggriffin]

I paid $70 per year for Quickbooks Desktop for the past 10 years, and now I have to pay over $500 per year to use the online version (or $550 per year to stick with Desktop). Thanks for making the conversion easier!

[lizzydemar]

Hi Hector - we imported a Desktop file into QBO and our standard reports section is empty. We do have reports under the management tab, but nothing under Standard reports. We've tried importing twice. The data is there - we can see it it in the register. QB support hasn't been of any help. Have you ever seen this before?

[relaxstudio]

Hi hector. Quick question. What happens if Ctrl + b + q doesnt work? we are trying to migrate from Quickbook premier edition to 2018 to QB online. but neither way seems to work. Neither the traditional way or the Ctrl + b + q. Would you perhaps have a solution?

[cyndycoy]

help! I watched your video, and got ready to do the migration a couple days after creating my account. Now the BRING IN YOUR DATA AND NO THANKS buttons are missing. Hitting Control 1 goes no place, not does hitting Control+b+q Is there another way to get going? I have to do it from a thumb drive where the previous owner saved the data as a quickbooks online data file.