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pgwitt
July 23, 2024
Question

Payee information not migrating from QB DT to QB Online

  • July 23, 2024
  • 2 replies
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I use QB DT 2024, and am trying to migrate to online.  When I migrate data, everything in the transactions registers for my bank accounts transfers over EXCEPT the payee (who I received the money from!).  I talked to someone at QB support and they told me this was a "product limitation" but it seems this would be a critical piece of information that should migrate!  The solution offered was to input the payee manually, but I have almost 1500 entries YTD, and over 22,000 historical entries.  No way do I have the time or resources to input manually.  This is, to me, a fatal flaw in the design and implementation.  

2 replies

J
jeanbiverly_
July 24, 2024

It's great that you brought this up in the Community, @pgwitt. We understand that manually inputting your payee information after migrating services can be time-consuming, especially if you have a lot of data.

 

When you transfer data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), the payee details for bank transactions may not move over due to differences in how the platforms handle data. You can find more information in this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

As a workaround, you can manually enter or edit payee information in the bank transactions. You can also use a third-party app to import your data, which you can find directly in QBO. Here's how:

 

  1. From the left navigation panel, navigate to Apps.
  2. Open the Find apps tab.
  3. Enter any keyword in the search bar or use the Browse categories dropdown.

 

 

Additionally, here are some informative articles to guide you in effectively managing your entries:

 

 

I understand how essential complete transaction data is in your accounting records, and I'm dedicated to providing the best solutions. Feel free to reach out if you need further assistance. I'd be glad to help you again. Take care!

D
Deity Alpha
July 24, 2024

@pgwitt 

You may have 2 options:

1. Purchase a 3rd party conversion service

2. Convert your data from QB Desktop as is to QB Online. Then use the trial version of QB Desktop to access your historical data for good.

 

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