Fix errors when you move from QuickBooks Desktop to QuickBooks Online

 


Convert from QBD to QBO. It means you have all the benefits of the cloud-remote access, automatic backup, easy integration with other tools. But, of course, this is not always smooth sailing. There may be data discrepancies, missing transactions errors or even miscalculations in account mappings.

Hence troubleshooting is important to ensure that the conversion is carried out without any problem at all. Here's a guide on how to troubleshoot when using QuickBooks Desktop to QuickBooks Online.

 

Methods to implement to fix the issues when converting from QuickBooks desktop to online

Learn how to fix errors when you move from QuickBooks Desktop to QuickBooks Online.

Step 1. Your QuickBooks Desktop Should be Up to Date

Before trying to convert, ensure you have the latest version of QuickBooks Desktop.

  • Go to the Help menu and select Update QuickBooks Desktop.
  • Choose Get Updates and follow the prompts to install any available updates.

 

Step 2. Check your Company File Compatibility

  • Check File Size: QuickBooks recommends that your company file should be under 350 MB in order to convert easily. If it is bigger, you can compress or archive some of the older data.
  • Run a File Clean-Up: You can use the native Rebuild Data and Verify Data functions to repair possible data corruption in your company file.

 

Step 3. Resolve Data Mapping Errors

The most common error in migration would be with the **chart of accounts**. QuickBooks Online uses a different account structure. You are migrating from the desktop version, so the inconsistencies may arise.

  • Compare your chart of accounts in QBD and QBO to ensure correct mapping. Note that some QBOs will not identify and import customized accounts, account types which you most probably have established in QuickBooks Desktop. You should correct these individually.
  • QuickBooks also usually create an "Uncategorized" account for unmapped transactions. You need to review all of these transactions again in QBO and re-apply the appropriate accounts.

 

Step 4. Handling Missing Transactions or Balances

If, after migrating, you have missing transactions or balances, the reason could be due to one of the following causes.

Bank Data: Sometimes, transactions are not downloaded correctly from the linked bank accounts. Ensure that your bank feed is correctly configured in QBO, and all transactions in your Desktop file were transferred correctly.

Tax Information: If you are using sales tax in your QBD, then you should verify that the tax setup is synced between QBD and QBO. This can cause missing or incorrect tax amounts if the tax codes do not match.

Fixing Missing Transactions:

Verify your balances in both systems. If they don't match, you may need to manually add those items to QBO, or reconcile those missing entries in QBO.

Invoices or bills that do not appear: Use QBO to recreate those transactions or migrate historical data with a third-party tool.

 

Step 5. Check for Inventory Issues

In its own right, inventory management often creates headaches with the migration from QBD to QBO. QBO doesn't support all the advanced inventory features available in the desktop version, such as assemblies or more advanced pricing rules

Inventory Fixing

  • Restate your inventory count as a validation of the proper quantity, value, and type after conversion.
  • If you use Advanced Inventory, you have to configure it in QuickBooks Online again after migrating.

 

Conclusion

Converting from QuickBooks Desktop to QuickBooks Online is a very good move for most businesses, but you will need every care as you transfer. If, after doing the above, you still continue to face problems, then it would be sensible to contact QuickBooks desktop support or work with a QuickBooks ProAdvisor. They will be able to provide you with proper advice and solve complex issues you may encounter in case of conversion.

Location: New York, NY, USA

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