- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Account management
Hello there, @Sllopez. I got here steps to ensure you'll fix the uncleared transactions in the reconciliation report after the migration.
When migrating the data from QuickBooks Desktop (QBDT) to QuickBooks Online (IQBO), certain features, information, and transactions don't migrate and may create changes in your books. To know more, check this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.
In your QBO account, you can clear the transactions manually in the bank registers. Before doing this, I highly recommend consulting your accounting professional to further review and guide you with the best possible method in clearing these items. This will help us ensure your books are accurate since these are old entries from previous years.
You can also run reports to view your previous reconciliation in QBO. This will show you the beginning and ending balances of the account as well as those cleared and uncleared transactions.
If you have other concerns about managing your account, please don't hesitate to leave a reply below. Have a great week ahead, and stay safe.