Banking

I’ve got some information about how your books were moved after migration, Linda.

When moving your company files from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), some transactions, lists, reports, and preferences aren't included.

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

Since these amounts are already paid, you may consider deleting them as suggested by our support team. Here’s how you do it:

For your customers

1. Go to your Sales menu.
2. Click the Unbilled Activity (blue tile) above.
3. Select the entries, then click Delete.
   

For vendors

1. Select the Expenses menu, then go to Vendors.
2. Press the Unbilled tile.
3. Select the entry, then choose Delete under the Action column.
   

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.

I’ve added this guide to help you organize your data for getting started with QBO: Everything you need and resources for getting started with QBO.

I’ll be more than happy to help if you need further assistance with managing your company files. Simply press the Reply button to add your questions or concerns. Keep safe!