Sometimes QuickBooks users want to migrate from their desktop edition (Pro, Premier, or Enterprise) to QuickBooks Online. It’s supposed to be a hassle-free migration. What if it’s not?
The main kink people run into is file size. There is a 200MB limit on file size to do the migration. (This limit was 140MB until not long ago.) So if your QBW file is over that limit, you can’t create the special “Copy for QuickBooks Online” file in QuickBooks. And you therefore can’t import your desktop data to the QuickBooks Online system.
What to do?
1. You can export your company lists out of your desktop file and import the lists into QuickBooks Online. You would then need to enter in beginning balances or reenter open transactions.
2. You can use some third party tools to export and import transaction-level data from your QuickBooks company file into QuickBooks Online.
3. You can use the QuickBooks Online File Preparation Service. This service provides a turnkey solution to the problem: An importable OE.QBW file is returned to you that is ready to be imported into QuickBooks Online. By removing some of the oldest information, the 200MB limit can be observed even if your original QBW file is larger than 200MB.
Have you migrated QuickBooks desktop data to QuickBooks Online? How did it go?