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K
Koala
July 18, 2019
Question

Sales order to migrated to Quickbooks

  • July 18, 2019
  • 1 reply
  • 0 views
I understand that Sales orders are not converted when we migrate to QuickBooks We have over 100 Sales orders in MYOB 2019.14 where our orders are yet to be delivered to the customer however a deposit / prepayment has been paid against these orders. Other orders recorded in our system have received double payments. These orders are significant to our business, and the fact they cannot be transferred (per my understanding) will result in significant problems :-(, Any ideas as to how we can overcome this problem will be appreciated. Thanks as always for the incredible support.

1 reply

Bonny_
Bonny_
July 19, 2019

Hi Koala,

 

To preface this, deposits and prepayments for sales orders (called quotes in QuickBooks) are recorded once the order is converted into an invoice. So just want to clarify in your QuickBooks file, are the sales orders unapplied, and the payments unapplied as well?

 

For this situation I would recommend doing a bank reconciliation for the period, as this will help you identify which payments are doubled and which sales order payments should be applied to which sales order. The reconciliation menu will also allow you to delete doubles by selecting and editing the payment you want to delete - when the payment shows up, simply click on the More button on the bottom of the page and then select Delete. 

 

Once you're able to reconcile the account, or at least identify what all the payments are, you can then convert the sales orders into invoices and then apply the payments to them.

 

Let me know if you need further help on this!

 

Bonny

K
KoalaAuthor
July 19, 2019
Hi Bonny, Thanks for your quick and detailed response as always. I may not have communicated effectively. My question is with regards to the migration of the sales orders in our existing system (MYOB 19.14) to QuickBooks. I understand that sales order are excluded from the migration processes. Is this correct? and if so this will cause us a lot of problems especially as we have over 100 sales orders and payment have been applied. (dating back to 2017). Do you know how you other clients manage this process? Hopefully this helps explain further. One a side note.. I cannot use the rich text option when sending questions (using Google Crome) - so apologies for sending in this format thanks once again :-)
Zac Product Champion
Zac Product Champion
July 19, 2019

Hi Koala, 

 

Thank you for the clarification! 

 

You are correct on how Sales Orders would not be migrated from your previous accounting software. 

 

I have reached out to our data migration specialist to seek advice and will get back to you once I have an update. 

 

In the meantime, I would like to suggest consulting with your accounting professionals and see if they can be manually entered into QBO as opening balance. 

 

Thank you. 

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