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Replying to:
AdonL
QuickBooks Team

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Thank you for your follow-up questions, Jeff. I'm happy to provide more clarity regarding the US Desktop Pro to QuickBooks Online (QBO) global version migration.

 

To begin, maintaining the accounting basis in USD wouldn't significantly impact the migration process itself. However, it's noteworthy that the QuickBooks version you choose should align with your primary tax compliance needs, regardless of the currency used.

 

Yes, using the manual export then import method can possibly result in the loss of some detailed information, including credit memo notations and other transactional links. This method is primarily suitable for transferring lists, not full historical transaction details.

 

Regarding third-party tools, I apologize that I can't recommend specific services. Yet, I can direct you to where you can explore various data migration and conversion apps. You can check out the QuickBooks Desktop (QBDT) App store and search for data migration or full data conversion service in the search bar.

 

Please let me know if you have any more questions. I'm here to help ensure you find the best solution for your migration needs.