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November 22, 2022
Question

Why didnt my QB desktop reports transfer to QB Online. Do I seriously have to redesign all my reports??

  • November 22, 2022
  • 1 reply
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1 reply

November 22, 2022

Welcome to the Community forum, @usercjgeoff99. Let me share information about converting your data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

 

When you migrate from QBDT to QBO, some data won't transfer. And one of these is your reports. It's because QBO doesn't have the same reports as QBDT. 

 

The things that move to QBO in terms of Reports are only the following:

 

  • All reconciled transactions in the register will have an R in the cleared column in QuickBooks Online.
  • Cleared transactions will have a C in the cleared column in QuickBooks Online.

 

Then, the Audit trail and Memorized reports don't move. 

 

To know more about how your books will move from QBDT to QBO, you can read this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

To get started with QBO, I suggest visiting this resource for a guide: Getting Started With QuickBooks Online.

 

Keep in touch if you need more assistance when moving your file or there's something else I can do for you. I've got your back. Have a good day.