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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
AbegailS_
QuickBooks Team

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Thank you for bringing up your concern regarding the incorrect balance you encountered after migrating your data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), @Bkinyanjui. I'm here to share insights about this issue. 

 

When you migrate your data from QuickBooks Desktop to QuickBooks Online, you may notice some differences in the way your books appear. These discrepancies can include variations in terminologies, features, items, lists, preferences, reports, and transactions. This happens because the migration process involves transferring data from one platform to another, and each platform may have its own presentation or handling of the data.

 

To ensure the accuracy of your migrated data, it's recommended to review and reconcile your financial information after the migration. This involves carefully comparing your last audited accounts on QBDT with the trial balance in QBO and identifying any discrepancies. Consulting with an accountant or a certified QuickBooks ProAdvisor can provide valuable insight and guidance tailored to your specific business needs. They can help you understand the differences between QBDT and QBO and assist in reconciling your financial data accurately.

 

If you don't have an accountant, we can assist you in finding one. Please refer to this article for more information: Find an Accountant

 

In addition, this article offers comprehensive guidelines on what you should do after transitioning from QuickBooks Desktop for Windows or Mac to QuickBooks Online, to ensure the accuracy of your data. Check out this resource to learn more: Learn what to do after you move from QuickBooks Desktop to QuickBooks Online

 

Please keep me posted if you have any other concerns with exporting and importing data to QuickBooks. I'll be around. Take care always!

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