Shifting from one QuickBooks version to another can be a daunting task if the process is not correctly followed. For this, you need to undertake proper QuickBooks data conversion steps and fulfill the minimum requirements to make the process successful. Although the procedure is fairly easy if you follow the proper steps, if you are still facing problems converting QuickBooks Desktop to QuickBooks Online, you can use the given steps to tackle the issues.
In case the below-given conversion steps don’t work or you are still facing issues while moving to QBO, you can take expert guidance from our team of QB assistants by dialing 1.855.738.2784.
What are the Common Problems While Moving to QuickBooks Online?
The conversion process in QB can be performed to avail of many additional benefits, like add-on features and cloud data storage. No matter what the reason is, if you want to convert to QBO, you need to be aware of some common problems. These issues include the risk of data loss & data damage or problems while setting up the payroll data. In such cases, you need to tackle these migration problems by using the info provided in this article below.
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Troubleshooting Steps to Resolve Issues While You Move QuickBooks Desktop to QuickBooks Online
You can use the following solutions to convert to QuickBooks Online successfully.
Solution 1 – Remove all the QB Employees to Tackle Payroll Setup Issues
You can shift to QuickBooks Online successfully by deleting the QB employees when the payroll setup process is having issues. This is because it can be challenging for QB to replace employees while importing the payroll data as it is linked to payroll items, year-to-date history, and other setup items. Thus, when QBO cannot replace such employees, it is advised to delete them to resolve the migration setup issues.
While performing this step, don’t worry; QBO will not delete employees who have paychecks and payment history stored in the QB database.
Solution 2 – Ensure that the Data Files Meet Total Targets and You are not Exporting Bulky Files
Another issue that can cause QuickBooks Online conversion issues is data file size problems. For this, you need to check and ensure that the total targets are met; for example, QuickBooks Desktop allows 7,50,000 targets. To check the number of targets for different variants, you need to press the F2 or Ctrl + 1 keys and access the Product Information window.
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Solution 3 – Mend the Data Processing Errors by Running a QB Desktop Update Process and Using the Verify/Rebuild Tool
An alternative way to address the migration issues in QB is to ensure that the application and files are correctly updated and running smoothly.
Open QuickBooks Desktop to update the application from the Update window of the Help tab.
Click on Download Now and Install Updates to finish the update process, and once done, rerun QB to verify the company data from the Verify Data tool of the Utilities tab.
Now, select Rebuild Now to rebuild the damaged company data, followed by undertaking the migration process again.
Conclusion
If you are facing problems converting QuickBooks Desktop to Online, you can use the given solutions to address them correctly. In case these issues keep recurring and you are unable to undertake the migration process, you can call us at 1.855.738.2784 to get direct help from our team of QB professionals to tackle the issue.
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