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jane_straightupb
January 29, 2019
Question

Just converted from QB desktop to QB online and trying to reconcile accounts, beginning balance way offcan someone help?

  • January 29, 2019
  • 2 replies
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Original commenter did not share additional details

    2 replies

    Kristine Mae
    Kristine Mae
    January 29, 2019

    Hello there, Jane_straightupb.

     

    When you convert your data from QuickBooks Desktop to the Online version, some information may not be transferred. This is due to the import limitations and feature differences between the two.

     

    What we're gonna do is to compare the Profit and Loss and Balance sheet reports of QuickBooks Desktop and the Online version. If there are missing transactions, you'll have to add them manually to the system. Then, reconcile the account.

     

    Feel free to drop by if you need more help. 

    B
    BrkClrk
    February 8, 2019

    Hi Kristine,

     

    I have the same issues but I am wondering if it matters of we had our account reconciled before we transitioned from QB Desktop to QB online.  

     

    Thank you!

    Brook

    M
    MirriamM
    February 8, 2019

    Glad to have you here with us, BrkClrk,

     

    I'd be glad to help share additional information about converting data from QuickBooks Desktop to QuickBooks Online.

     

    As what my colleague Kristine Mae mentioned, there are data that may not be transferred during conversion. Reconciliation reports are one of that information that won't be imported. 

     

    In the meantime, just save your reconciliation reports in QuickBooks Desktop then access it later. While in QuickBooks Online, just continue reconciling where you stop.

     

    To guide you with the task in reconciling, I've got here a great resource that you can check on for guidelines:

    If you need further help in reconciling your data, I’d recommend contacting our Customer Care Team. A specialist will be able to further assist you via secured remote access session.

     

    Here's how to reach them:

    1. Click Help icon on the top right.
    2. Click Contact Us button at the bottom.

    Keep me posted if you have further questions converting your data, I'm always here to help. Have a great day!

    D
    DM06
    July 6, 2022

    I am having the same issue!!! Can anyone help?

    E
    EZeender
    July 6, 2022

    I think the system can only handle so much historical data.

     

    I had a large file with about 8 yrs of data and had to re-import only the past year and everything came in correctly.

     

    Just have to keep those older records in QB Desktop

    D
    DM06
    July 6, 2022

    I believe that is what I may have to do, I have over 13 years in my company file. How do I reimport and essentially start over? I have already discontinued my desktop license. Will I need to re open that? I have only been on QBO for 1 month. 

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