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Willco
May 21, 2022
Question

I migrated my company file from QBD2021 to QBO. After migration, in QBO all bank deposits show empty payee field, even though present in QBD2021. How to fix this?

  • May 21, 2022
  • 1 reply
  • 0 views
After the migration from Desktop 2021 the payee names are present for debits, but are missing for deposits.

1 reply

C
ChristineJoieR
May 21, 2022

Hello there, @Willco.

 

I'm here to drop a few details about the converting limitation from QuickBooks Desktop to QuickBooks Online.

 

Some data, such as payee fields, couldn't be transferred to QuickBooks Online. As a result, we should manually enter the payee of each deposited transaction.

 

Here's how:

 

Go to the Accounting tab on the left navigation bar.

Select the transaction and hit View Register.

Click Add deposit dropdown arrow and select the transaction you want to add.

Click the add Payee name and other details needed.

Hit Save. 

 

For your reference, see this screenshot below:

 

To learn more about the limitations, please check out this article: What data doesn't convert from QuickBooks Desktop to QuickBooks Online?

 

I added this link for the common question about converting your account from QuickBooks Desktop to QuickBooks Online.

 

If there's anything else you need help with, please reach out to me. I'd be sure to jump in as soon as I can. Thanks for posting, and have a great day.

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WillcoAuthor
May 21, 2022

I have a relatively small number of "payees" that need to be associated with the deposits going back over 10 years in QBD. QBO does have all these "received from" payees in its database, because I can see the list of them when I go to manually enter a "received from" payee for a deposit, so I know they are there.

Over time I have always assigned deposits from specific source X into specific account X in the account list. 

Since the deposits coming from "payee" source X are always assigned to account X in my accounting, is there a "rule" function that I could use to tell QBO to go back in time and insert the name of source X in the payee field for all deposits showing account X in the account field? Can a rule go back in time that way?

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