IrishNinoJ
QuickBooks Team

Banking

Hello there, Blaes. Allow me to jump into this thread.

 

When transferring your company files from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), some transactions, lists, reports, and preferences may not transfer over.

 

For customers and jobs, their inactive status will remain as long as there are no unbilled charges moved. Before you migrate or import the files to QBO, there might be unbilled charges in your QBDT files.

 

You can read this article to learn what does and doesn’t transfer to QBO: Learn how features and data move from Desktop to Online version.

 

For help organizing your data and getting started with QBO, check out this article: Everything you need and resources for getting started with QBO.

 

If you need further assistance with managing your company files in QuickBooks Online, feel free to come back here in the Community. We're here to assist you 24/7.