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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:
RheaMaeH
QuickBooks Team

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I recognize the importance of smoothly transitioning from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), VdGSATreasurer. Allow me to provide further information and address the issue you're facing.

 

To better understand the issue and provide an appropriate solution, may I know what specific version of QBDT you are using? If you're using QBDT Mac 2019 and QBDT Pro/Premier 2020, there's a known limitation when migrating deposits to QBO. As a workaround, you can manually toggle each deposit.

 

However, if you're using a more recent version, such as QBDT 2021 to 2024, and encounter issues with your deposit migration from QBDT to QBO, I'd recommend contacting our support team. They'll be able to pull up the account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

 

Here's how:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Click the Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a summary of your concern, then click Continue.
  5. Choose a way to connect with us. You can either choose Chat with us or Have us call you.

 

In addition, you may notice some differences and missing data after switching from QBDT to QBO. This occurs because some features of your data don't come over from the QBDT to the QBO. For more details, visit this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

I've also included this article for the tips and guide after converting from QuickBooks Desktop to QuickBooks Online: What to do after you move from QuickBooks Desktop for Windows or Mac to QuickBooks Online.

 

Feel free to reply if you have further questions or concerns about migrating data from QBDT to QBO. I'll be around to provide additional assistance and ensure a smooth transition.

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