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QBDT to QBO Migration

By Amelia Dwyer | Updated

  1. Revel Systems Help Site
  2. Partner Integrations
  3. Partner Integrations: QuickBooks

Follow the steps in this article if you're currently using Revel's QuickBooks Desktop Integration and are interested in migrating with Revel's QuickBooks Online Integration.

Although Revel won’t be supporting QuickBooks Desktop in the future, if you ever need to add your Revel data to QuickBooks Desktop you can import your sales data or create those entries manually:

Contents

Integration Feature Differences

There is more details on each feature of this integration found on our Revel Support Help Site HERE.

Feature QBO QBDT
Revel Supported Integration
  • Yes
  • No
Payroll
  • Plus version required for use.
  • Does NOT support double time or overtime.
  • Only rounds to whole numbers.
  • Does sync overtime and double time.
  • Only rounds to whole numbers.
  • Payroll QBDT.
Employees
  • Employees will sync between Revel and QBO.
  • Employees can be created in either Revel or QBO but not in both.
  • Employees and Payroll QBDT.
  • Employees will sync between Revel and QBO.
  • Employees can be created in either Revel or QBO but not in both.
Vendors
  • Imports and exports from QBO to Revel and Revel to QBO (during initial connection).
  • If data is in both QBO and Revel, it will populate to both (during initial connection).
  • After initial sync, Vendors will sync from Revel to QBO.
  • Vendors should be created in Revel only after initial integration.
  • Vendors QBDT.
  • Imports and exports from QBDT to Revel and Revel to QBDT (during initial connection).
  • If data is in both QBDT and Revel, it will populate to both (during initial connection).
  • After initial sync, Vendors will sync from Revel to QBDT.
  • Vendors should be created in Revel only after initial integration.
  • Vendors and Purchase Orders QBDT.
Purchase Orders
  • Comes over in a Bill at the sales summary level.
  • Receive inventory also comes over in a Bill at the sales summary level.
  • Journal Entries are created to balance accounts and for other inventory activities.
  • Purchase Orders QBO.
  • Inventory QBO.
Sales Summary Report
  • Yes
Product Class Sales Report
  • Yes
Product Sales Report
  • Yes
  • Yes
Payment Reconciliation
  • Yes - Shows each transaction and will auto reconcile to QB Payments Account.
  • Yes - Shows each transaction and will auto reconcile to QB Payments Account.
Invoices
  • Access in Revel Point of Sale Reporting.
  • Deposits will come over as line items.
  • Invoices must be closed for full payment to appear on Sales Summary Reports.
  • The amount closed will show as an Applied Deposit.
  • Customer Deposits and Invoices QBO
  • Access in Revel Point of Sale Reporting.
  • Deposits will come over as line items.
  • Invoices must be closed for full payment to appear on Sales Summary Reports.
  • The amount closed will show as an Applied Deposit.
  • Customer Deposits and Invoices QBDT
Taxes
  • Access in Revel Point of Sale Reporting.
  • QBO only supports one tax rate - Revel supports multiple.
  • One tax rate must be setup in QBO.
  • Taxes QBO.
  • Access in Revel Point of Sale Reporting.
  • Multiple tax rates supported.
  • Taxes sync to Tax Vendors in QBDT.
  • Taxes QBDT.

Migrating Your QuickBooks Desktop Account to Online

Back up Your QBDT File: Make sure you back up your QuickBooks Desktop file before you start the migration process - click here for instructions on backing up Your QuickBooks Desktop file.
  1. Set up a QBO Account: You will need to setup an account with QuickBooks Online. You can do so directly from their website here or for further assistance, contact Sean McCaffery at sean_mccaffery@intuit.com.
  2. Moving to Online: Intuit has all the information you need to migrate from QBDT to QBO on their website here - Move to Online and How to Import Your Data to QuickBooks Online.
  3. Importing Your Data from QBDT to QBO: Intuit has made it easy to transition from QuickBooks Desktop to Online by implementing an import data feature. Before migrating to QBO, make sure you read through this article on Import Limitations - QuickBooks Desktop to QuickBooks Online.
  4. What Data Isn't Imported?: Intuit has outlined what's not imported when you move from QuickBooks Desktop from Online.

Removing Your QuickBooks Desktop Integration

  1. Open your QuickBooks Desktop Sync Application.
  2. Click the 3 arrows:
    Screen_Shot_2018-11-14_at_3.42.11_PM.png
  3. On your computer, go to Start, Control Panel, then Uninstall a Program.
  4. Select Quickbooks POS Sync by Revel.
  5. Click Uninstall.

Connecting Your QuickBooks Desktop and QuickBooks Online Accounts

To use the same account types for QuickBooks Desktop and Quickbooks Online integrations, you must adjust your account types and detail types in QuickBooks Online. Otherwise the account types and detail types will not match the integration requirements after migrating your company file.

Follow these steps to select the correct account types and detail types. If you're using different account types for QuickBooks Online, skip to the next section.

  1. In QuickBooks Online, navigate to Accounting > Chart of Accounts.
  2. For each account in the QuickBooks Mapping Account Types guide, search for the account type or subtype. Click the arrow and select Edit:

  3. Select the correct account type and detail for each account:

  4. Click Save and Close.

Integrating Your QuickBooks Online Account with Revel

Follow the steps outlined in this guide to integrate your QuickBooks Online Account with Revel Systems: Setting Up QuickBooks Online Integration.

Here are some more useful articles for setting up and starting with your QuickBooks Online Integration:

Have more questions? Submit a request
  1. Revel Systems Help Site
  2. Partner Integrations
  3. Partner Integrations: QuickBooks

QBDT to QBO Migration

By Amelia Dwyer | Updated

Follow

Follow the steps in this article if you're currently using Revel's QuickBooks Desktop Integration and are interested in migrating with Revel's QuickBooks Online Integration.

Although Revel won’t be supporting QuickBooks Desktop in the future, if you ever need to add your Revel data to QuickBooks Desktop you can import your sales data or create those entries manually:

Contents

Integration Feature Differences

There is more details on each feature of this integration found on our Revel Support Help Site HERE.

Feature QBO QBDT
Revel Supported Integration
  • Yes
  • No
Payroll
  • Plus version required for use.
  • Does NOT support double time or overtime.
  • Only rounds to whole numbers.
  • Does sync overtime and double time.
  • Only rounds to whole numbers.
  • Payroll QBDT.
Employees
  • Employees will sync between Revel and QBO.
  • Employees can be created in either Revel or QBO but not in both.
  • Employees and Payroll QBDT.
  • Employees will sync between Revel and QBO.
  • Employees can be created in either Revel or QBO but not in both.
Vendors
  • Imports and exports from QBO to Revel and Revel to QBO (during initial connection).
  • If data is in both QBO and Revel, it will populate to both (during initial connection).
  • After initial sync, Vendors will sync from Revel to QBO.
  • Vendors should be created in Revel only after initial integration.
  • Vendors QBDT.
  • Imports and exports from QBDT to Revel and Revel to QBDT (during initial connection).
  • If data is in both QBDT and Revel, it will populate to both (during initial connection).
  • After initial sync, Vendors will sync from Revel to QBDT.
  • Vendors should be created in Revel only after initial integration.
  • Vendors and Purchase Orders QBDT.
Purchase Orders
  • Comes over in a Bill at the sales summary level.
  • Receive inventory also comes over in a Bill at the sales summary level.
  • Journal Entries are created to balance accounts and for other inventory activities.
  • Purchase Orders QBO.
  • Inventory QBO.
Sales Summary Report
  • Yes
Product Class Sales Report
  • Yes
Product Sales Report
  • Yes
  • Yes
Payment Reconciliation
  • Yes - Shows each transaction and will auto reconcile to QB Payments Account.
  • Yes - Shows each transaction and will auto reconcile to QB Payments Account.
Invoices
  • Access in Revel Point of Sale Reporting.
  • Deposits will come over as line items.
  • Invoices must be closed for full payment to appear on Sales Summary Reports.
  • The amount closed will show as an Applied Deposit.
  • Customer Deposits and Invoices QBO
  • Access in Revel Point of Sale Reporting.
  • Deposits will come over as line items.
  • Invoices must be closed for full payment to appear on Sales Summary Reports.
  • The amount closed will show as an Applied Deposit.
  • Customer Deposits and Invoices QBDT
Taxes
  • Access in Revel Point of Sale Reporting.
  • QBO only supports one tax rate - Revel supports multiple.
  • One tax rate must be setup in QBO.
  • Taxes QBO.
  • Access in Revel Point of Sale Reporting.
  • Multiple tax rates supported.
  • Taxes sync to Tax Vendors in QBDT.
  • Taxes QBDT.

Migrating Your QuickBooks Desktop Account to Online

Back up Your QBDT File: Make sure you back up your QuickBooks Desktop file before you start the migration process - click here for instructions on backing up Your QuickBooks Desktop file.
  1. Set up a QBO Account: You will need to setup an account with QuickBooks Online. You can do so directly from their website here or for further assistance, contact Sean McCaffery at sean_mccaffery@intuit.com.
  2. Moving to Online: Intuit has all the information you need to migrate from QBDT to QBO on their website here - Move to Online and How to Import Your Data to QuickBooks Online.
  3. Importing Your Data from QBDT to QBO: Intuit has made it easy to transition from QuickBooks Desktop to Online by implementing an import data feature. Before migrating to QBO, make sure you read through this article on Import Limitations - QuickBooks Desktop to QuickBooks Online.
  4. What Data Isn't Imported?: Intuit has outlined what's not imported when you move from QuickBooks Desktop from Online.

Removing Your QuickBooks Desktop Integration

  1. Open your QuickBooks Desktop Sync Application.
  2. Click the 3 arrows:
    Screen_Shot_2018-11-14_at_3.42.11_PM.png
  3. On your computer, go to Start, Control Panel, then Uninstall a Program.
  4. Select Quickbooks POS Sync by Revel.
  5. Click Uninstall.

Connecting Your QuickBooks Desktop and QuickBooks Online Accounts

To use the same account types for QuickBooks Desktop and Quickbooks Online integrations, you must adjust your account types and detail types in QuickBooks Online. Otherwise the account types and detail types will not match the integration requirements after migrating your company file.

Follow these steps to select the correct account types and detail types. If you're using different account types for QuickBooks Online, skip to the next section.

  1. In QuickBooks Online, navigate to Accounting > Chart of Accounts.
  2. For each account in the QuickBooks Mapping Account Types guide, search for the account type or subtype. Click the arrow and select Edit:

  3. Select the correct account type and detail for each account:

  4. Click Save and Close.

Integrating Your QuickBooks Online Account with Revel

Follow the steps outlined in this guide to integrate your QuickBooks Online Account with Revel Systems: Setting Up QuickBooks Online Integration.

Here are some more useful articles for setting up and starting with your QuickBooks Online Integration:

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