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bookkeeper-nssor
February 7, 2021
Question

We recently switched from QB Desktop to QB Online Advanced. I used to do an income-expense report in the desktop version. How do I do that in the online version?

  • February 7, 2021
  • 1 reply
  • 0 views
I know I can get reports for each individual account in the chart of accounts but if that's what I have to do to prepare a complete report, it would be extremely onerous and time-consuming. We often need to provide income/expense reports for grant applications. Any suggestions or help would be greatly appreciated!

1 reply

C
Charies_M
February 7, 2021

Hello bookkeeper-nssor.

 

Allow me to share some information about how converting reports from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) works.

 

When reports are converted from QBD) to QBO, accrual basis reports will match in both programs. However, cash basis reports may not.

 

Also, if the income-expense report is set to be memorized in QBDT, this will not convert. You’ll need to recreate the reports and memorize them again in QBO.

 

To learn more about the limitations, please check out this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Check out this article for the steps on how to memorize a report in QBO: Memorize reports in QuickBooks Online.

 

Additionally, we have easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBO. Below are the following:

 

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

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