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aagasfiles-gmail
April 4, 2024
Question

If our Qb Desktop was moved to QBO, and we see that there are numerous issues, is it advisable to start a greenfields QBO?

  • April 4, 2024
  • 5 replies
  • 0 views
Original commenter did not share additional details

5 replies

Shania_C
April 4, 2024

Hi @aagasfiles, thank you for reaching out to the Community.

 

I'm here to assist you with any queries related to QuickBooks Online (QBO). To better understand your situation and provide accurate solutions, I would appreciate it if you could share more details about the issues, you faced when moving from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) Also, can you please elaborate the term "start greenfields" This enables us to investigate it further and provide an accurate resolution.

 

Moreover, any details or screenshots you can share will be helpful. However, please be careful not to include any sensitive information in your screenshots to prevent any potential security issues.

 

Your cooperation is highly appreciated. I'll be waiting for your response and will do my best to assist you. Thank you and take care!

    aagasfiles-gmailAuthor
    April 23, 2024

    Thank you.

    Issues - debtors, product coding, duplicates. The "greenfields" means as if the business was starting as a new business.

     

    4Gal
    April 23, 2024

    You should start from scratch in QB Online and keep using QB Desktop to access your historical data for good.

    4Gal
    April 5, 2024

    @aagasfiles-gmail 

    What kind of numerous issues did you encounter? Who converted your data from QB Desktop?

    aagasfiles-gmailAuthor
    April 23, 2024

    The transition was handled internally. The other issue is that QB has always been used as an invoicing platform and not full accounting software. I am recommending that QBO is used as it has been designed.

    Issues are related to chart of accounts, product details, Debtors book. 
    The reason to suggest the "greenfields" is to start fresh - and build from there, with the intention to ring-fence the "old" platform and set target to clear in 3 months. 

    The "new" system would be strictly monitored and not allowed to get to the situation that we now find ourselves in.

     

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