We have many custom reports setup in our Desktop version that have carried over with each upgrade and/or changed computers we've made over the years. We have recently transferred to online versions but it doesn't seem that we have access to these custom reports. Not sure if they are there and we don't know how to access or if they don't transfer? Is there a way to get these custom reports moved over to the online system.
Good day, Brenda.
I'm here to assist you in preparing your reports.
QuickBooks Online and QuickBooks Desktop have different features. Not all data will be converted when you switch from QuickBooks Desktop to QuickBooks Online and one of those is the custom reports. Some reports in QuickBooks Desktop aren't available in the online version.
Please refer to this article for more details: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.
What I can suggest is to create new custom reports again in QuickBooks Online. I have the links here to help you on how to do it:
Please post again if you have other concerns. Wishing you all the best!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.