![]() ![]() It includes the reminders in doing so and importing the data. I'll add this article as your reference when importing the data from QBDT to QBO: Condense your QuickBooks Desktop file to import QuickBooks Online. It will help you minimize the targets in the conversion process. You can use the Condense Data feature in the Utility menu to get this job done in minimizing the file and decreasing the targets. There are some unused list entries in your QBDT data that you may want to remove before converting it to QBO. Please keep me posted if you have any additional questions, as I'm always here to help.Thanks for posting to the Community, me give you insights on converting your Company file from QuickBooks Desktop (QBDT) Enterprise to QuickBooks Online (QBO). Click the Get Phone Number button to see the support number.Click Search for something else and enter a topic.Choose your QuickBooks for Windows version.For more details about this, please check out this link: Export or import files.įeel free to get in touch with our QuickBooks Care Team if you need help as you go through these steps. Once done, you can export and import your list from your old company file to the new one. Here's an article to learn more about creating company file in QuickBooks Desktop: Create QuickBooks Desktop company file. Follow the on-screen instructions to enter the information for your new company file.From the EasyStep Interview window, select Start Interview. ![]() Since you don't have the old file, I suggest manually creating a new company file in QuickBooks Desktop. Thanks for coming back and providing us more details of your concern. Those two utilities do work accurately to get this done. Follow the directions on that web site for those two utilities to make a new current file to use going forward. Check the financial statements in the old file, and once they are correct. ![]() First use data transfer to move all current (the last 18 months worth) of transactions to the old file. Assuming the back up existed, I would buy the first two utilities on this page. If it were me, since 18 months have gone by, I would locate the back up of the original file, I hope you kept it. If as the result of the condense the old account now has a balance, and it did not before the condense, I would look for a closing entry for that account, at some point the balance had to be zero, either all used or a balance transferred to a new bank account.Īll that said, no one on the net is going to be able to say what to do, someone would need to sit down with the company file to figure that kind of thing out. If the old bank accounts are zero balance, then set the report to not show zero balance accounts and/or make them inactive. and if so then subsequent entries would close them, pay the bill receive payment etc. Having used condense there should not be old transactions present unless they were open as of the date of the condense. You say, I have decades old transactions and bank accounts You do not say whether the balance sheet is in balance or not, and this is just cluttering issue Basically the summary is an opening balance for that account for the accounting file going forward. As a result, QB sets that entry as permanent. The theory is that condense looks at the transactions before the condense date and summarizes them into one entry. After the condense the financial reports from before the condense and after should be compared and if not in agreement, either go back and use the original file or figure out how to correct them. ![]() Condense only works accurately about 60% of the time in my experience. ![]()
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