This upload portal was designed exclusively for BooksPLUS Bookkeeping Services to facilitate your transition from QuickBooks Desktop to QuickBooks Online.
To help our data migrations specialists tie files with respective chapters, associations, or legions, please fill out the form as accurately as possible. If you have additional questions, please click here to view our frequently asked questions.
Open QuickBooks and export a “Portable Company File” If you are not sure how to export a QuickBooks Portable Company Fille, please click the link below for instructions.
Please fill out the fields on the form on this page as accurately as possible.
At the bottom of the form just above the submit button, click the “Upload your QuickBooks file” button. Once the popup opens, navigate to where you stored your portable file in Step 1 and select the .qbm file you created.
IMPORTANT: Please allow up to 5 business days to complete the migration process before using QuickBooks. Any changes made to your QuickBooks Desktop file after your export will not be migrated to your new QuickBooks Online account.
You will receive an email request from Intuit to accept your invitation to QuickBooks Online.
IMPORTANT: You must accept this invitation within 48 hours of delivery or the invitation will expire.
Platinum – Base Conversion Package:
***OOTB Standard Price = $1,000 based on below SOW
Out of the Box Technology – Business Consultation
QuickBooks Online Setup and Conversion:
*For severe data issues that require in-depth troubleshooting and solutions, can be subject to a change order.
**In the event there are severe issues with the conversion that may include but not limited to conversion failure, post conversion results such as missing transactions or severe balance issues, etc. can be subject to a change order.
All data migrations will be processed on a first come first serve basis and will be completed within 1-5 business days depending on the number of data files we receive from your chapter on any given day.
Once completed, you will receive a notification from email@Intuit.com that looks like the screenshot below:
Note* This process may change slightly depending on the version of QuickBooks you are using. If you are having trouble exporting your Portable Company File, one of our support agents can help walk you through the process. Click here to schedule time with one of our support agents.
To export your .qbm (QuickBooks Portable Company File) for upload, please follow the steps below:
That’s it! If you are still having issues exporting your .qbm file, click in the link below to watch a video tutorial.
Please schedule time with our dedicated BooksPLUS representative.
No. Once you export your portable file from QuickBooks Desktop any changes made will not be imported into your new QuickBooks Online database.
You will receive email notifications with additional information regarding next steps.