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October 19, 2023
Question

Is any one else struggling with the transition from desktop to online

  • October 19, 2023
  • 2 replies
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Original commenter did not share additional details

2 replies

October 19, 2023

Thank you for visiting the QuickBooks Community, roberto-ramirez-. Please know that we aim to deliver customer satisfaction at all times and fix an issue as soon as possible. With this, may I ask for additional details on what specific issue did you encounter with the transition from Desktop to Online? I appreciate any further details so I can present accurate information.

 

Don't hesitate to click the Reply button below and add extra details about your concern, roberto-ramirez- I'm always around to help.

October 19, 2023

some of the transactions from previous month that were already reconciled still show and some payments from the past months are not applied to invoices so invoice show that they still open 

October 19, 2023

@roberto-ramirez- 

Why don't you switching back to QB Desktop?

November 30, 2023

YES!  I have been trained and been working in desktop for 5 years and have recently started working in Online for my son's business and I feel totally LOST and frustrated doing his bookkeeping!  It's a challenge every single time I get online because I am not in his account that often.  Using the checkbox in the reconciling ???.  I also find it very confusing having to look for the transactions that look like they didn't get downloaded into the register.  They are in Online you just have to go approve them from an entirely different screen.  They couldn't have made it anymore dissimilar and now they are discontinuing DESKTOP and forcing everyone to go online in May.

 

Quickbooks you seriously need to do a comparison class to show desktop users how to do the tasks on the online version that they are used to doing in desktop.  Basically, you need a what is called in aviation as a "Differences training". Please.  If you are going to force us to all go online please provide a transition training class.