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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:
MariaSoledadG
QuickBooks Team

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There are certain things that you should know when migrating from QuickBooks Desktop to QuickBooks Online. I'll show you how these data are being converted, PT20.

 

The success of your migration depends on how complex your company file is. You can transfer much of the information from your company file without having to re-enter it manually. In general, the customer/vendor/employee names will definitely show once it is moved to QuickBooks Online (QBO).

 

On the other hand, information that will convert, with changes may be handled differently in QuickBooks Online than it was in QuickBooks Desktop and may need some adjustment after migration.

 

However, data that won’t convert won’t be automatically transferred with your company file and will need to be manually re-added after migration.

 

Since you've already performed the troubleshooting steps provided by @QueenieC and yet the information isn't still showing, you can reach out to our support team so they can double-check why is this happening. They can do a remote session to find out the root cause of the issue. Here's how to contact them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.
      • Ask the community to get help from businesses like yours.

 

Beyond that, I'm providing this article in case you may want to know what data can be converted to QBO: Learn How Features And Data Move From QuickBooksDesktop To QuickBooks Online (QBO).

 

In addition, Once you'll start using QBO, learn your way around. Watch this video to know more details about the product. I've added this link for your reference: Get Started In QuickBooks Online.

 

Keep your post coming if you have further questions about QBO. I'll be one post away if you need further assistance.

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