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September 21, 2024
Question

Migration Desktop to Online. A few accounts, items, forms, etc. did not migrate. And more than half of Vendors. How do I identify the missing? How do I migrate them?

  • September 21, 2024
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1 reply

September 21, 2024

You can run reports to analyze the data transferred from the Desktop to the Online version, AMYA4. We aim to ensure a successful migration process while highlighting their variations.

 

QBO and QBDT are distinct platforms with different methods for reporting transactions. That's why you might observe differences upon transitioning. You may change them later, although I acknowledge that doing this by hand requires additional time and effort.

 

Additionally, we can compare the Balance Sheet and Profit and Loss reports from both QuickBooks products to determine what's missing. Make sure of the following in doing so:

 

  • Set the Report period to All Dates.
  • Choose Accrual as the Accounting method.
  • Check the balances of your Accounts Receivable (A/R) and Undeposited Funds accounts.

 

Here's an article to review account detail types and link additional features: Learn what to do after you move from QuickBooks Desktop to QuickBooks Online.

 

Moreover, please know that some accounts, items, and forms aren't copied. There are also shifts in terms used. See this guide for complete details: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

I'm adding these resources to familiarize the basics and get answers:

 

 

For your starting journey with QBO, explore the topics on this page: Getting Started With QuickBooks Online.

 

Your decision to convert your QuickBooks Desktop data to QuickBooks Online is appreciated. For follow-up questions while working with QuickBooks files, add a response below. I'll be here to address them.