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April 4, 2024
Question

Customer Intuit online payments didn't transfer over from QB Desktop to QB Online. How do I fix it?

  • April 4, 2024
  • 1 reply
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1 reply

April 4, 2024

Hello there,

 

I'm here to provide information about migrating from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

 

Before anything else, I'd like to ensure we're on the same page regarding customer Intuit online payments. If you were referring to your QuickBooks Payments subscription, it's important to note that your account associated with QuickBooks Desktop with Payments will be automatically transitioned to your QBO company. Let's verify whether your Payments setup has been transferred to your QBO account by following these simple steps:

 

  1. Click the Gear icon at the top-right.
  2. Select Account and settings.
  3. Go to the Payments tab.

 

From there, you'll see whether your setup has been successfully moved or if you need to set up QuickBooks Payments within your QBO account.

 

On the other hand, if you are inquiring about payment transactions, I recommend checking the Sales menu by clicking Sales on the left navigation panel or running reports to verify the transfer of transactions.

 

To run reports, you can follow the steps below:

 

  1. On the left navigation panel, click Reports.
  2. Choose from the list of available reports.
  3. Click the chosen report.
  4. You can also customize the report further so it shows specific details.

 

If you find that certain data did not transfer to QBO during the migration process, it might be necessary to import them manually. For further insights into what data transitions during migration, and what does not, please refer to this informative article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

If you've checked the different areas mentioned above and have confirmed that some data that should've been transferred was not, I recommend contacting our support team. They can provide real-time assistance to ensure a seamless migration process from QBDT to QBO.

 

Once you have completed the migration to QBO, you may find the following article helpful: Getting Started in QuickBooks Online.

 

If you require any further clarification or assistance concerning migration, please don't hesitate to get in touch. We are committed to ensuring a smooth transition for you.