Help CenterIn the event you have decided to move from QuickBooks Desktop to QuickBooks Online, please remember the Recur360 account for your QuickBooks Desktop file is formatted slightly different than the QuickBooks Online file.
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- Because of this you will need a new Recur360 account formatted to work with QuickBooks Online.
- The customers and invoice/payment history should have been moved to the new QuickBooks file already. If not, please move at least any open invoices to the new file.
- Once the new QuickBooks Online account is connected the invoice history in the new QuickBooks Online file will sync over.
We offer a conversion service for $500.00 to convert the rest of the data for you. Here is what is included and how to accomplish these yourself if you would not like our assistance.
This service includes:
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Matching all of the settings from the Recur360 Desktop file
This includes all of the account settings, email settings, and processor settings.
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Match all of the Settings Manually
To match all of the settings it is a process of going through each setting mainly in the Account, Email, and Processor Settings.
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- Go through each setting one by one and match them to the new file.
Invite User Logins
We will send an invite to all of the users of the Recur360 QuickBooks Desktop account to the new Recur360 QuickBooks Online account.
NOTE: When the recipients accept the invite, please make sure they are logged into the old Recur360 account to be able to see both accounts under 1 login.
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Manually Invite Users
Visit our User Logins article.
Connect RECUR360Pay
We will connect your merhcant account to the new Recur360 account.
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Connect Recur360Pay Manually
Please reach out to Support. We will connect your merhcant account to the new Recur360 account.
Sync in Payment Methods
We will sync the payment methods from the old account to the new account.
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- We will move the payment methods into the new account so the information does not need to be gathered again from your customers.
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Manually Sync in Payment Methods
Contact support to assist in moving the payment methods.
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- Recur360 does not store the entire card number, we use tokens to move the information.
- You will need to double check the invoices are using the correct payment method on the new file.
Remove payment processors from online link in Desktop account
We will shut off the ability for customers to pay through the online link from the old desktop account.
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Remove the Payment Processors from the Pay Online Link Manually
In the Email Settings under Payment Processor Settings change both dropdowns to "none"
Disable Automatic Daily Push
We will make sure there are no accidental transactions being ran by temporarily disabling the automatic daily push in both accounts while we complete the process.
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Manually Disable Automatic Daily Push
In the Account Settings click the Disable Automatic Daily Push button in both files.
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- Remember to uncheck the box again when your ready to run transactions in the new QuickBooks online connected account.
Cancel any Pending invoice emails
We will cancel any pending emails and can reset up pending emails for overdue invoices in the QuickBooks Desktop connected file.
We can then re-schedule any emails in the new QBO connected account. (Please let us know if you do not want them re-scheduled)
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Manually Cancel any Pending Emails
Go to reports-> Email history. Change the filter to all pending emails. Select all, then click the cancel pending emails from the popup banner.
Then go to the Collections Center to schedule invoice notices in bulk to reschedule emails to the customer.
Move Recurring Transactions
We will move the recurring transactions to the new QBO file for you.
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Moving the recurring transactions manually
Re-enter all of the recurring invoices and payments in the new file.
Or you can use the CSV import export tool (if enabled on your account) and follow the errors to fix everything in the file that is wrong and upload it. This can be time comsuming even with the CSV import/export tool.
Verify all data
We will verify all the balances, credits, double check all of the settings to make sure they match, check the recurring invoices and make sure they process without any hiccups.
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Manually Verify data
Review the account and make sure the recurring invoices generate, process payment and record properly.
Cancel all recurring invoices in Desktop account
We will cancel all of the recurring invoices in the QuickBooks desktop connected account, once we know that they are correct in the QuickBooks Online connected account.
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Manually Cancel all of the Recurring Invioces
Open each recurring invoice and set the end date for today.
Or use the CSV import/export tool to set the end date on all then re-upload the file.