As people look to transition to the cloud, we have been receiving inquiries asking how easy it would be to migrate their Method account with QuickBooks Desktop (QBDT) over to a Method account with QuickBooks Online (QBO).
Unfortunately, there is no easy way to convert your accounts over in Method.
There are a few reasons why this would be difficult, including but not restricted to:
- Incompatible features - QBO differs from QBDT in regards to features and functionality. For example, QBO has no sales order transactions, nor Sales Reps. Furthermore, there are differences between the QBO and QBDT databases and how Method communicates with both of them.
- Complicated relationships - If you were to export your data in QBDT, each table would be exported separately. On import, however, there is no easy to way to relate all the data in the tables back to each other. This would need to be a manual process which would be time consuming.
- Customizations cannot be copied from other accounts - Method cannot copy customizations from one account to another. Thus, any customizations done in QBDT, would need to be created from scratch in the QBO account (taking in all the considerations for the differences between the two)
For more information, please see QuickBooks article What data doesn't convert from QuickBooks Desktop to QuickBooks Online?