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LPRileyKemp
January 8, 2025
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Transactions Unmatched and Bank Reconciliations undone after Migration from Desktop to QBO

  • January 8, 2025
  • 2 replies
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We recently onboarded a client and transferred them from QB Desktop to QBO, when our import was finished, all of our bank reconciliation records were missing, and our transactions had been unmatched. we would like to be able to solve this without having to manually re-match every transaction and redo every bank recon. please let me know if anyone else has ran into this issue, and how you went about fixing it. Thanks in advance!!

    Best answer by Candice C

    Good morning, @LPRileyKemp. 

     

    Welcome to the QuickBooks Community! Moving to different products can be frustrating, I'm here to help answer some questions and point you in the right direction. 

     

    When moving from QuickBooks Desktop to Online, your past reconciliation reports don't come over. This guide provides all the information and features that move over to Online. 

     

    We do recommend going to qbonboarding.com to schedule a Personalized Setup call and let us teach you QuickBooks Online. We'll review your migration, show you around, and make sure you can tackle everyday tasks with confidence. 

     

    Feel free to reach back out if you have any other questions. Have a wonderful day! 

    2 replies

    Candice C
    Candice CAnswer
    January 8, 2025

    Good morning, @LPRileyKemp. 

     

    Welcome to the QuickBooks Community! Moving to different products can be frustrating, I'm here to help answer some questions and point you in the right direction. 

     

    When moving from QuickBooks Desktop to Online, your past reconciliation reports don't come over. This guide provides all the information and features that move over to Online. 

     

    We do recommend going to qbonboarding.com to schedule a Personalized Setup call and let us teach you QuickBooks Online. We'll review your migration, show you around, and make sure you can tackle everyday tasks with confidence. 

     

    Feel free to reach back out if you have any other questions. Have a wonderful day! 

    FishingForAnswers
    FishingForAnswers
    January 8, 2025

    @LPRileyKemp  "--all of our bank reconciliation records were missing, and our transactions had been unmatched."

     

    Yeah, that sounds about right.

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