– What Data Does or Does Not Convert from QuickBooks Desktop to QuickBooks Online? – Hawkins Ash CPAs

We recommend you print or save it as PDF. Cash purchases: Cash purchases will convert to checks in QuickBooks Desktop. Chart of accounts : All your accounts will export, but the account name is limited to 31 characters. This includes spaces, numbers, and special characters.

Parent accounts and sub-accounts are separate. You can run a report to check the length of your account names. Customers: Your customer data will convert with the following exceptions. Payroll: Paychecks and Liability Payments. To keep running payroll after you export to QuickBooks Desktop, set up your employees and enter historical tax payments. Preferences: Company information and preferences do not convert.

Products and services list: Products and services convert to items. Locations have different naming conventions, but all are considered the same field in QuickBooks Online.

Recurring transactions, Terms list, and Budgets. Transactions: The following will be converted to QuickBooks Desktop. Invoices that contain charges, credits, billable expenses, or time associated with sub-customers will be separated into one invoice per customer. The rounding differences in the two versions can cause failed export of payments to specific invoices. If this happens, correct the amount on the invoice and then apply for the payment.

If a refund is from a bank, refund receipts convert to Credit memos and checks. If the refund is from a different account, it will convert to a general journal entry. If a check number field is blank, QuickBooks Desktop assigns a number. This can cause duplicate check numbers in your file, enter a notation to avoid this for example, EFT. Transfer funds: Fund transfers convert to General journal entries.

Users: The user list information does not exist in QuickBooks Desktop. If you have vendors, you need to edit and remove the status before you export.

Your email address will not be published. QuickBooks Online Banking. QuickBooks Online for Construction. QuickBooks Desktop Basics. QuickBooks Desktop Advanced. Our YouTube Channel. Email Us 1. Hector Garcia September 10, Go to the Reports menu. Find and open the Account List. Select the export icon, then choose Export to Excel. Use the Excel function LEN. Other things to keep in mind: Your account detail types do not export. Account numbers export, but only appear if you turn on the account numbers the preference before you convert.

Deleted accounts export as inactive accounts with no account numbers. Class names are limited to 31 characters. Deleted classes export as inactive classes. Display names are limited to 31 characters. Full name and Company name are both limited to 41 characters. The Billing and Shipping Address are limited to three lines of 41 characters each. E-mail addresses are limited to 81 characters. Deleted customers are converted as inactive customers.

Customer notes , Preferred delivery method , Mobile number , Pager number , and Is Taxable status are not exported. Full names are limited to 39 characters. Deleted employees are exported as inactive employees.

QuickBooks has different character limits for each field. For example: If the reference number on an invoice is 15 characters in QuickBooks Online, when you export it to QuickBooks Desktop it is shortened to Most export errors occur because of the list limits. If names are too long, edit them before you export. In QuickBooks Pro or Premier, your combined list items customers, vendors, employees, etc. If a list exceeds 10, items, only the first 10, will convert. Your conversion may fail, leading to an empty QuickBooks Desktop file.

You may see other errors such as duplicate or missing transactions if you export QuickBooks Online companies that use multi-currency. Names are limited to 31 characters.

All payment method data is converted. Will export as regular checks. This can lead to duplicate check numbers in your file. Inventory items All inventory, cost of goods sold, purchase, and sales account info will convert. Your quantity on hand and asset values also convert. Make sure to check the Cost of Goods Sold and Inventory asset accounts after you convert. Categories Categories convert to inventory, non-inventory, or service items.

The same goes for categories mapped to inventory or non-inventory products and services. For sub-items to export, all categories must have the same item types. Reconcile multiple months at the same time. Some reports are slightly different in QuickBooks Desktop. The two products have different cash basis calculations. Accrual Basis reports match but Cash Basis may not. One line in the transaction represents three lines, as shown in the Journal Report for the transaction.

As payments are recorded, portions of the amount go to the COGS account. Cash Basis reports are affected by this. QuickBooks Online records them all as separate. When you save an invoice, the COGS line is fully paid by the asset. QuickBooks Online and Desktop treat asset accounts the same way. Another example is negative lines on invoices. Similarly, as payments are received: QuickBooks Desktop prorates the amount of the discount.

QuickBooks Online shows the entire amount. Memorized reports will not convert. Instead, a line item for sales tax will be added to each invoice. Sales tax items and rates will export as service items. No sales tax payments or adjustments will export. All-time activity exports except the locations. Activities will export but physical timesheets will not.

Credit memos Sales receipts Received payments and bill payments Links between bills and bill payments Links between invoices and received payments Invoices Invoices that contain charges, credits, billable expenses, or time associated with sub-customers will be separated into one invoice per customer. Refund receipts If a refund is from a bank, refund receipts convert to Credit memos and checks.

Bills, checks, credit card charges, credit card credits, vendor credits, journal entries, and deposits If a check number field is blank, QuickBooks Desktop assigns a number. Transactions with multiple Accounts Receivable or Accounts Payable line converts to multiple journal entries.

Tax is exported as a detail line item. Vendor list Display names are limited to 31 characters. Print on Check As field is limited to 41 characters. Addresses are limited to three lines with 41 characters each. Deleted vendors will export as inactive vendors. Then select the Vendors tab. On the Vendor Details page, select Edit. Uncheck the Track for s checkbox, then select Save. Hector Garcia.

– Transfer from QuickBooks Desktop to QuickBooks Online | Housecall Pro Help Center

 
Buy QuickBooks. Recurring Transactions: Data will import if you have QuickBooks Plus and Essentials accounts support ti transactions. Select the QuickBooks Online company you want to import your data into, or create a new one.