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convert QBO to QBDT

Forum|Forum|4 years ago
November 8, 2021
3 replies
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Conversion from QBO to QBDT- went through all the steps using the QuickBooks Desktop Migration tool and successfully created a data file that opened in QuickBooks desktop Accountant's edition 2022. However, none of the BILL PAYMENTS came over. Very strange, have a huge A/P!!! I have done 3 conversions before and they worked great. This one having trouble. Anyone experienced this?

QuickBooks Desktop

Best answer by AlcaeusF

Hi @CM39,

I appreciate you for reaching out to us about the unusual result when migrating your data. I would also have the same reaction regarding the issue after being able to perform successful conversions.

Allow me to chime and help you get the support you need to resolve the issue. You may need to repeat the conversion and check if you still get the same problem.

I recommend contacting our QuickBooks Support Team to assist you further with the process. They'll be with you throughout the conversion to ensure data will include the bill payments.

Our Customer Support Team for Plus, Essentials, Simple Start is available from 6 AM - 6 PM PT (Monday - Friday). For Advanced, any time, any day.

Here's how:

Click the Help tab in the upper-right corner.
Go to the Assistant tab.
Click Get help from a human.
Choose Chat with us or Have us call you.

For additional reference, you can use the following articles to learn what steps to perform if reports mismatch, as well as how to save a copy of my QuickBooks Online data:

Fill me in if you have additional questions about exporting data from QBO. I'm always here to help. Take care always.

AlcaeusFAnswer

Hi @CM39,

I appreciate you for reaching out to us about the unusual result when migrating your data. I would also have the same reaction regarding the issue after being able to perform successful conversions.

Allow me to chime and help you get the support you need to resolve the issue. You may need to repeat the conversion and check if you still get the same problem.

I recommend contacting our QuickBooks Support Team to assist you further with the process. They'll be with you throughout the conversion to ensure data will include the bill payments.

Our Customer Support Team for Plus, Essentials, Simple Start is available from 6 AM - 6 PM PT (Monday - Friday). For Advanced, any time, any day.

Here's how:

Click the Help tab in the upper-right corner.
Go to the Assistant tab.
Click Get help from a human.
Choose Chat with us or Have us call you.

For additional reference, you can use the following articles to learn what steps to perform if reports mismatch, as well as how to save a copy of my QuickBooks Online data:

Fill me in if you have additional questions about exporting data from QBO. I'm always here to help. Take care always.

C

CM39Author

I wanted you to know that running the export a second time resolved the issue. When the second export was converted to QBDT, all the transactions were in place and everything balances.

Thanks for replying to my post.

C

chelseawataxaz

I am having a similar issue since 2020. When I migrate a file from QBO to QBDT all of the credit card payment transaction types are missing. The bank and the credit card account balances are off by the exact amount of the missing credit card payment transaction type. I have redownloaded and rebuilt the file several times and it still happens. It is happening with all of my clients' files not just one.

S

SarahannC

Hello there, @chelseawataxaz.

When migrating a file from QuickBooks Online to QuickBooks Desktop, not all transactions will be converted. Since there are limitations when converting a file, I'd like to share this article so we can review what transactions and information can be moved to QuickBooks Desktop: Find out how your books will move from QuickBooks Online to QuickBooks Desktop.

Still, I'd like to ask one question to make sure we're on the same page. Do you mean that you'd like the credit card payment types on what you have in your bank register in QBO to be migrated to your bank register in QBDT? Are these credit card payments you recorded from the Pay down credit card feature in QuickBooks Online?

If yes, those credit card payments are not in existence on the QuickBooks Desktop. They are not converted into expense or bill payments when migrated to the desktop. That's why credit card transactions are missing when converting data from QBO to QBDT. This causes the bank and credit card account balances to be overstated by the exact total of the missing credit card payments.

You'll want to manually record using QBDT process: Set up, use, and pay credit card accounts.

For more details about moving QuickBooks data, you can refer to this article: Move your QuickBooks Online data to QuickBooks Desktop.

Please go back here if you're referring to something else or have other concerns related to QuickBooks. I'm always here to provide additional information about handling converted data from QuickBooks Online to QuickBooks Desktop. Take care and stay safe, chelseawataxaz.

C

chelseawataxaz

Yes, that is exactly what I am talking about. The credit card payments initiated from the pay down credit card screen are not converting to desktop. Thank you for explaining why. You suggest that I manually enter in the payments into QBDT, but there is an issue with that. My clients have years worth of credit card payments which are not feasible to enter manually. Doing so would increase my billing and time spent on each client which is inefficient. Making a journal entry each year to correct also does not help as I lose the detail that I need to review. Is there not a patch that fixes this conversion issue? Can QBO tech support fix the online file be converting all credit card payments to either a transfer or expense transaction type as a way of eliminating the conversion issue? At the very least the "Pay Down Credit Card" feature should be removed as it doesn't serve a functional purpose and creates more issues.