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January 5, 2024
Question

Switched from desktop to online and by balance is different

  • January 5, 2024
  • 2 replies
  • 0 views

Made the switch from desktop to online.  I exported my files from Desktop version. When I opened the online version the balance showed a $4805 difference.  What should I do?

2 replies

January 6, 2024

I can help resolve the discrepancies in your account balances when converting data from QuickBooks Desktop to the online program, Cabel33.

 

QuickBooks Desktop (QBDT) and QuickBooks Online (QBO) are different platforms. Some data will not convert to QBO. That's why you may notice differences in how your books appear during conversion regardless of what online version you're converting your file. I suggest checking out this link to learn more about what information can be converted to the online program: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

In addition to this, you might need to delete or create some transactions to correct the balances.

 

Once data has been exported, run both financial reports from your QBDT and QBO to check if your accounts match. Feel free to check out this article for the complete steps and guidelines in moving your company file: Move your QuickBooks Desktop file to QuickBooks Online.

 

If the same thing happens, I'd recommend contacting our Customer Care team for further assistance. Here's how: 

 

  1. Go to the Help icon and choose the Search tab.
  2. Select Contact Us.
  3. Describe your concern and click Continue.
  4. Choose between Chat with us and Have us call you.

 

For future reference, I'm sharing these guides for you to foresee the conversion process:

 

 

Please don't hesitate to reach back out to us if there's anything else you need. I'll keep this thread available, so you can always reply below. Keep safe and have a good one!

January 6, 2024

@Cabel33 

You can run the comparative trial balance report to find the discrepancies and fix it. Another option, purchase a 3rd party conversion service.