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S
scott-bernstein
October 12, 2021
Question

Migration from Desktop to Online A/R cash receipts not migrating

  • October 12, 2021
  • 1 reply
  • 0 views

Migrated Desktop Pro 2019 to QB Online. Migration appears to have run fine. We started using QB Desktop July 2013. No payments by clients migrated over. Over 19,400 cash receipts did not migrate and we entered them as payments through A/R. QB support says this is a limitation of the migration and the fix is to manually apply cash receipts. There has to be a better solution, otherwise we have to pass on QB Online.

 

I have changed a setting to automatically apply payments but nothing has changed in our records. I cannot imagine this is a situation that QB would allow to persist nor do I think I am the first one to encounter this. Any help or suggestions would be greatly appreciated.

1 reply

T
Trish_T
October 12, 2021

Hi scott-bernstein,

 

Welcome to Community!  It's great to hear that you've chosen to migrate your data from QuickBooks Desktop to QuickBooks Online.  I'd be happy to assist!

 

It's important to check your targets and follow all preliminary steps prior to converting your data.  If your total targets exceeds the limitation, you'd need to send your file to our Data Migration Team for assistance with the conversion.  Some lists and reports won't convert due to differences in product features and any item receipts will be converted as bills.  With regards to your settings, to automatically apply payments, it'll only apply to new transactions and won't record on historical ones.  Therefore, you'd need to manually enter the payments.  For more information regarding what to expect when moving from QuickBooks Desktop to QuickBooks Online, follow this link.

 

For your reference, please review this article that guides you through the migration process and what to expect.

 

If you have any additional questions or concerns, please don't hesitate to reach back out.  We'd be happy to help!

 

 

 

 

S
scott-bernsteinAuthor
October 12, 2021

Hi Trish,

 

Thanks for the quick reply but this was not helpful. It appears cash receipts not migrating over is a known but unresolved issue. It is just too big an issue to resolve manually. I looked at the Data Migration Team link but it points to doing the migration ourselves, which I did with the assistance of support. If there is no other solution than to manually enter over 19,400 cash receipts spanning over 8 years, QB Online is not the solution for us. It seems so out of logical thinking that this issue still exists and that manual entry is the best Intuit can do. I cannot be the first one to have so many cash receipts that did not migrate over.

 


Scott

T
Trish_T
October 12, 2021

Hey scott-bernstein,

 

Thank you for providing me with additional information and sharing your concerns.  If you'd like to submit a suggestion or recommendation so we can improve your customer experience with QuickBooks Online, you'd be able to do this directly to our Development Team.  Just click on the Gear icon in the top right corner of your account and select Feedback.

 

If you'd prefer to continue with QuickBooks Desktop, I'd recommend cancelling your QuickBooks Online account, to ensure you won't be billed moving forward.  Please be advised that you'll continue to have access to the account for one year after the cancellation date, before it's deleted permanently.  To cancel your subscription, click here.

 

We appreciate your interest in QuickBooks Online and value you as a QuickBooks customer.  

 

If you have any other questions or concerns, please don't hesitate to reach back out.  We'd love to help!

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