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Migrating from QuickBooks Desktop to QuickBooks Online for Acctivate users
Acctivate integrates with QuickBooks Desktop (Enterprise, Pro, Premiere editions) as well as QuickBooks Online. If Acctivate has been integrated with your QuickBooks Desktop QuickBooks file and you need to migrate your QuickBooks company file to QuickBooks Online, you will need consider the following:
- A fee for converting your Acctivate database to connect to your QuickBooks Online company file is charged as this migration does take some time and work.
- Migrating your QuickBooks company file to QuickBooks Online is a one-time migration. You can't go back to QuickBooks desktop.
- Once you migrate to QuickBooks Online, the Acctivate Support Team will need to assist with updating the Acctivate database to accept the syntax on the shared linked records from QuickBooks.
- The Acctivate Support Team will update shared records in the Acctivate database to link to the previously created and synchronized records.
- Please Plan ahead. Prior to migrating your QuickBooks company file to QuickBooks Online, please notify Acctivate Support beforehand in order to allow our Team to schedule a Support Specialist to handle the necessary database updates.
- Please review the differences between QuickBooks Desktop and QuickBooks Online and how they impact Acctivate.
If you have additional questions, please reach our to your Customer Success Manager or Acctivate Support.