Skip to main content
B
Brian6832
October 22, 2024
Question

Help Fixing my books

  • October 22, 2024
  • 1 reply
  • 0 views

I am looking for a freelance QBO expert to help me correct some mistakes in my bookkeeping.  Each year at tax time, I have to pay an accountant to correct mistakes made over the year.  The problem started when I bought the business and transitioned from Quickbooks desktop to Quickbooks Online.  Some information transferred and some information became jumbled.  The main problem that we have is related to invoices  

1 reply

M
MichaelaS
October 22, 2024

I'd want to collaborate with you to fix your books accurately, @Brian6832.

 

Converting from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) is quick and easy. However, you may encounter some challenges during or after the process.

 

It's best to review the migration list before making any changes or entering new transactions to ensure that all your data has been accurately transferred.

 

Here are the data that can be moved over to QBO:

 

    A.) List

  • Chart of accounts
  • Customer and job
  • Inactive Items
  • Memorized Transactions
  • Scheduled Transactions
  • Terms
  • Vendors

   B.) Items ( Payroll, Inventory, and Non-inventory)

   C.)Reconciled Reports

   D.) Transactions

  • Bills, Bill Payments, and Bill Credits
  • Credit Card Charges
  • Estimates
  • Finance Charges
  • Invoices
  • Item Receipts
  • Journal Entries
  • Purchase Orders
  • Reimbursable Expenses

 

You can visit these articles for more details on the transferred data:

 

 

Can you provide more details about the specific issues you encountered with the invoices? You can also include a screenshot to help us assist you more effectively. Please mask any Personal Identifiable Information for security purposes.

 

If you'd like to have this sorted out with real-time support, you can contact our QuickBooks Online Support.  They offer screen-sharing to assist you more effectively. Please note that there will be no additional charges, as this is included in your subscription.

 

Here's how:

 

  1. Login to your QuickBooks Online account.
  2. Click the Help menu in the upper-right corner.
  3. Proceed to the Assistant tab.
  4. Type in "contact support" in the chat box and press Enter.
  5. Select QuickBooks Online Support, then click Contact Us at the bottom of the screen.
  6. Click Ask about something else, then enter a short description of your concern.
  7. Choose between Chat or Have us call you.

 

Additionally, you can explore this article to learn how to use QBO, its main features, and everything you need to know about using it.t: Get started with QBO.

 

I'll monitor your response regarding the invoice concern. I'm here to assist you. Take care.

    Terms & ConditionsAccessibility statement