Skip to main content
L
lflorea-bcrsd-co
August 11, 2022
Question

Recently changed to QB Online from Desktop. Trying to run a Checking History report. Can anyone point me in the right direction on how to get the same info using QBO?

  • August 11, 2022
  • 1 reply
  • 0 views
I thought I could run a Deposit Detail then Check Detail, but the reports don't total, I'd have to export and make quite a few changes.  Is there a way to get a total on these reports?

1 reply

G
Giovann_G
August 11, 2022

Hello, lflorea-bcrsd-co.

 

I understand that you want to run the Checking History report after switching from QuickBooks Desktop to QuickBooks Online. I'll share some details about how your data are converted.

 

Run the Profit and Loss standard and Balance Sheet standard reports in accrual basis to ensure that your data was successfully copied. Then, compare these reports in QuickBooks Online and QuickBooks Desktop. 

 

After switching, you may notice differences in some of the reports due to limitations, and QuickBooks Online doesn't have the same reports as QuickBooks Desktop. Check out this article for more details: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

You're on the right track. You can export your reports and make some changes to match the totals of the Deposit and Check Detail reports. You can also customize your report to control the details and layout so that it appears in the right place.

 

I'm also adding the following resources for more insights when moving from QuickBooks Desktop to QuickBooks Online:

 

 

I'll be here if you have other questions. Have a great day.

L
lflorea-bcrsd-coAuthor
August 15, 2022

Thank you for such a quick response last week. I thought I had responded to you, but I don't see in this string it so I must have missed a step.

 

I was surprised that there is no way to run the Checking History report without having to run two reports, export, and then edit to get the info. I was able to get what I needed though, it just takes more time than it used to. I'm sure I'll have more questions as I use it:) 

 

Thanks again,

Lara

Terms & ConditionsAccessibility statement