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L
Lochkelly
September 3, 2024
Question

Some Checks Migrated as Expenses

  • September 3, 2024
  • 1 reply
  • 0 views

Quickbooks Online - Advanced

 

The church I am the bookkeeper for just recently made the change from Desktop to Online. The migration was a nightmare. We need to redo the migration for reasons I don't want to get into. After the first migration, some checks became "Expenses" in QBO (drafts, online payments, etc.). Is there any way to prevent that from happening again? I realize that checks and expenses are basically the same, but the recipients of the financial reports are confused by a generic label like "expense."

 

Is there any way to prevent this from happening?  Are there changes I could make in the Desktop version prior to migration that would correct this?  (There's no problem with credit card transactions that migrate over as "expenses.")

 

Thanks,

Lisa

1 reply

C
CarlSJ
September 3, 2024

I can explain why some checks became expenses when migrated from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), @Lochkelly.

 

Please know that checks from QBDT will remain as checks when migrated to QBO. Both checks and expenses are considered money-out transactions, which can lead to reclassification after the migration process.

 

For more info about how features move from QBDT to QBO, please refer to this article: Understand how your data moves from QBDT to QBO.

 

Additionally, checks became expenses in QBO when migrated from QuickBooks Desktop (QBDT) due to how they were categorized before migration. Ensure correct categorization of checks in QBDT before migration to prevent this issue.

 

In the meantime, I'd recommend contacting our Support Team for further assistance with migration concerns. They have the tools to identify the root cause of the issue.

 

Moreover, you can utilize this article as a guide to walk you through the QBO process: Get started and adjust settings after you sign up for QBO.

 

I'm here to assist you with other questions or concerns about migrating data from QBDT to QBO. Take care.

L
LochkellyAuthor
September 3, 2024

Thanks for responding!

 

Regarding your statement, "Ensure correct categorization of checks in QBDT before migration to prevent this issue," I'm not sure where I went wrong in QB Desktop to cause this issue.  I created a spreadsheet of Desktop transactions with Online transactions inserted so that I could match them up to see if there was any pattern.  I can't find one.  At first, I thought maybe it was the checks that were labeled "draft" or "online" but that is not necessarily the case.  I will attach a screenshot of the spreadsheet here in hopes you can take a look and see what I'm missing.

 

Thanks,

Lisa

C
Carneil_C
September 3, 2024

I recognize the hurdle you've encountered, Loch.

 

I'm here to route you in the right direction of support to further assist you with migration issues in QuickBooks Online (QBO).

 

Beforehand, I appreciate the screenshot you've provided for additional reference. When moving your data from QuickBooks Desktop (QBDT) to QBO, checks will remain as checks. Thus, our QBO Support Team can have a screen-sharing session with you safely and be able to investigate what's causing this problem.

 

To contact them, here's how:

 

  1. Go to the Search icon, and click Contact Us.
  2. Enter your question and select Continue.
  3. Review and choose from the following: Have us call you and Chat with us.

 

From there, they can guide you further on its possible resolution.

 

To understand how your features and data move, check out this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

Once everything is settled, these articles can help you get started with QBO:

 

 

Please know that the Community is always around to help with any migration concerns you may have. Tag me in your reply, and I'll get back here as soon as possible.

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