Skip to main content
B
bikeman1gte
July 31, 2023
Question

Provisor QBO migration from Desktop. Problems with Customers converting to QBO Clients

  • July 31, 2023
  • 1 reply
  • 0 views

I used my ProAdvisors version of QBO and converted/migrated my CPA practice QB desktop. After the migration, all my Desktop Customers migrated to Clients on my QBO account. Technically says that is normal during the transition. The only way to correct is make the Clients inactive. If the Client had a recuring transaction in the desktop file or a balance., you cannot my inactive.

Has anybody come across this. It does not make common sense.

1 reply

JenoP
JenoP
July 31, 2023

Hi there, bikeman1gte.

 

You can transfer a significant amount of information from your company file when migrating from QuickBooks Desktop to QuickBooks Online. However, certain types of data won't be converted or transferred automatically with your company file.


The information that is brought over may be handled differently in QBO than it was in the Desktop version and may require some adjustment after migration.

 

Because you are migrating to QuickBooks Online for Accountants, the system is detecting that the customers in the Desktop version are your clients. 

 

You'll need to clear out the balance in these customer profiles to make them inactive. Then, add them back as customers in your QBOA account. 

 

You can read more details about the migration here: Learn How Features and Data Move From QuickBooks Desktop to QuickBooks Online.

 

I'd also like to share this additional reference to help you get going after moving to a different platform: What To Do After You Move From QuickBooks Desktop for Windows or Mac to QuickBooks Online.


The Community is always here if you need anything else. 

B
bikeman1gteAuthor
August 2, 2023

Thanks Team

I looked at the video links that you provided. Please tell me where links shows QB desk top customers will migrate to clients in the QBO version. Where does it show you the zero out QB Desktop customers before migration.

This seems like a flaw in the migration.

This does not happen if I migrate QB Desktop to QuickBooks Online Plus.

Thanks

Art Elwood CPA 

Nicole_N
Nicole_N
August 2, 2023

Thanks for your follow-up, bikeman1gte.

 

The link that my colleague provided above indicates the differences in how your books appear when switching from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO). 

 

It doesn't include the customers that migrate to clients since this only works when you migrate to the QuickBooks Online Accountant (QBOA). This terminology shifting is mainly due to the different approaches and functionalities of the two software platforms. You can check out this link to learn more when migrating data from QBDT to QBOA: Import QuickBooks Desktop data into QuickBooks Online Accountant.

 

Moreover, here are the steps to zero out the balance of your customer profiles in QBDT. Before doing so, let's start the process by deleting the credit memo. Here's how:

 

  1. Go to the Customers menu, then Customer Center.
  2. Select the Customer. 
  3. From the transaction list, open the credit memo you've created by double-clicking it. 
  4. Click the Delete icon at the top. 

 

Once done, let's proceed to create a refund check. This transaction will help offset the available credit. Below are the steps to do this:

 

  1. Go to the Banking menu, then select Write Checks. 
  2. Enter the bank account and the customer involved. 
  3. Provide the amount. 
  4. Under the Expenses column, enter Accounts Receivable and provide the customer's name under Customer job. 
  5. Click Save &Close.  

 

I've added this article: Give your customer credit or refund to learn more about giving a refund check to customers.

 

Stay in touch if you have follow-up questions. The Community will be glad to help.  Take care. 

Terms & ConditionsAccessibility statement