Insightful Accountant Upload Portal
QuickBooks Data File Upload Portal
This upload portal was designed to help make your transition from QuickBooks Desktop to QuickBooks Online as quick and painless as possible.
Instructions
If you have additional questions, please click here to view our frequently asked questions.
* Important:
- You must add Out of the Box Technology as a team member in QuickBooks Online.
- Do not make any changes to your QuickBooks Desktop file after you have uploaded it for migration.
- Do not begin working in QuickBooks Online until you have been notified that your migration has been completed.
Step 1) Export your QuickBooks Desktop Portable company file.
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.
Step 2) Complete the form on this page
Please fill out the fields on the form on this page as accurately as possible.
Stop 3) Upload your data file
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.
Step 4) Accept your invitation to QuickBooks Online
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.
IMPORTANT: Please allow up to 3-5 business days to complete the migration process after Out of the Box Technology has confirmed we have gained access to your QuickBooks Online account before using QuickBooks. Any changes made to your QuickBooks Desktop file after your export will not be migrated to your new QuickBooks Online account.
Frequently Asked Questions
Important* The verbiage, or 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:
- Open QuickBooks
- Click “File” in the upper left corner of your screen
- From the File Menu, hover over “Send Copy” (Note: It may say “Send Company File” or “Backup” or “create copy” or “backup or save copy” or “back up” depending on the version of QuickBooks you are using)
- Choose “Portable Company File“
- Click “Browse” from the popup
- Choose a save location (e.g. Desktop) to save your .qbm file
- Click “Send” (It may say “save,” or something similar depending on the version of QuickBooks you are using) to save your .qbm file
No. Once you export your portable file from QuickBooks Desktop any changes made will not be imported into your new QuickBooks Online database.
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.
You will receive email notifications with additional information regarding next steps.