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sabookkeeper
Aug 15, 2019 3:10 PM UTC
Solved

I sent my year end to accountant in QB desktop and then migrated over to QBO. How can I restrict any transactions prior to my year end of June 30/19 in QBO?

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sabookkeeperAnswer
Aug 15, 2019 5:33 PM UTC

Thank you for your reply.  I have spoken to support with QBO and they walked me through how to do what I needed.  I just set a warning to pop up if I did any transactions prior to my year end through the gear icon and "payroll setting - advanced".  Thanks again.

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3 replies

JamesM
Aug 15, 2019 4:33 PM UTC

Hi sabookkeeper,

 

Congratulations on migrating over from Desktop to the Cloud. I'd be happy to share more info on this. 

 

I want to make sure I'm on the same page as you. Have you already migrated the transactions? Could you elaborate on what you mean by restricting any transactions? For future reference, I encourage you to check out the article below. The article will show you how to import your QuickBooks Desktop file to QuickBooks Online.

Feel free to ask questions. I'm here to assist. 

sabookkeeperAuthorAnswer
Aug 15, 2019 5:33 PM UTC

Thank you for your reply.  I have spoken to support with QBO and they walked me through how to do what I needed.  I just set a warning to pop up if I did any transactions prior to my year end through the gear icon and "payroll setting - advanced".  Thanks again.

JamesM
Aug 15, 2019 5:47 PM UTC

Oh great! I'm glad you managed to get an answer to your question. Feel free to reach out if you need anything. 

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