Can I migrate a data from QB Desktop with USD home currency, to QBO in CHF without having to convert the numbers? The multi-currency feature is not activated.

The QB desktop file has been originally setup with USD as the currency but in reality, the numbers are in CHF.  Therefore, the migration should retain the numbers, and only the currency name will change.

Answer

Hi judy,

At this time, migrating your data from QuickBooks Desktop to QuickBooks Online (QBO) isn't possible. As an alternative, you can export lists in CSV format and import them to QBO. Let me walk you through how.

To export Customers and Vendors lists:

  1. Open the Customer/Vendor Center.
  2. Select the Excel drop-down, then choose: Export Customer/Vendor list or Export Transactions.
  3. In the Export window, choose Create a comma separated values (.csv) file.
  4. Select Export.
  5. Assign a file name, then choose the location where you want to save the file.
  6. Locate, open, and edit the file as needed.

To export Items:

  1. Go to the Lists menu, then select Item List.
  2. Select the Excel drop-down, then choose Export all Items.
  3. In the Export window, choose Create a comma separated values (.csv) file.
  4. Select Export.
  5. Assign a file name, then choose the location where you want to save the file.
  6. Locate, open, and edit the file as needed.

To export Reports:

  1. Open the report.
  2. Select the Excel drop-down at the top of the report.
  3. Select Create New Worksheet.
  4. On the Send Report to Excel window, select Create a comma separated values (.csv) file.
  5. Select Export.
  6. Assign a file name, then choose the location where you want to save the file.
  7. Locate, open, and edit the file as needed.

Here's an article for the detailed steps: Import Or Export MS Excel Files.

 Also, there are certain limitations once you migrate your data using the multi-currency feature. You can manually enter the correct amount in your QBO account. 

 Please check this article for additional information: Export Limitations.

 Once done, import product and services to QuickBooks Online. Here's how:

  1. Go to the Gear icon from the toolbar. Under Tools, select Import Data.
  2. Select Products and Services.
  3. On the Import Products and Services page, select Browse.
  4. Find and choose your Excel file. Select Open, then Next.
  5. Map your info. Your Field represents the headers on your spreadsheet. From each drop-down, select the one which corresponds to each QuickBooks Online field.
  6. Click Next.
  7. Mark the Overwrite all values for each product or service that you import with the identical name. (This can’t be undone.) checkbox if you want to replace your existing list.
  8. Click Import.

You can do the same steps to import your chart of accounts and customer or vendor lists.

Here's an article for more information: Import Products And Services From Excel.

I've included this link in case you have questions about QBO: Help Article For QBO.

Post a comment if you need anything else. I'll be right here to help.

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IntuitMariaS , Community Support Specialist
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