QuickBooks is amazing accounting software which fulfills all your accounting and financial management requirements of your business requirements. There are many versions of QuickBooks which are made as per industry specific requirements. Sometimes you might require to switch from one QuickBooks version to another. It is necessary to know what are the changes that will occur when you will upgrade the version. Here in this article, we are going to learn What data doesn’t convert from QuickBooks Desktop to QuickBooks Online. For any type of assistance, you can contact QuickBooks Support Phone Number 1866-656-1012.
What Data Doesn’t Convert From QuickBooks Desktop To QuickBooks Online?
There are many things that differ when you upgrade the version. Below we have listed some of the major changes that you can view when you upgrade from QuickBooks Desktop to QuickBooks Online:
Chart of Accounts
The bank account number and the notes are not converted.
Attachment in QuickBooks Desktop files is not converted in QuickBooks online.
The audit trail in QuickBooks Desktop is not converted to QuickBooks Online as QuickBooks online has its own automatic log that has a detail audit trail.
Bills and Bill Payments
The items receipts are changed to Bills.
Only profit and loss budget types convert to QB online.
The closing date in QuickBooks is converted but not the password.
Credit card changes
Credit card changes in QB Desktop changes to Expense in QB online and the payment done through a credit card are changed to bill payments.
Custom fields on lists
QB online does not support custom fields on employees, items, vendors or customers. The custom field that you have created in QB Desktop will not be converted to QB online.
Customer and Jobs
All the customer and sub-customers are converted to QB online. Your jobs are converted to sub-customers in QB online
The discounts which are already given for early payments are converted to credit memos. And the discounts taken from vendors for early payments of bills are changed as vendor credits.
Attachment on transactions is not converted in QB online.
All the estimates are converted from QB Desktop to QuickBooks Online. The active estimates are marked as Closed and inactive estimates are marked as Rejected.
The finance charges are converted to
The group items in the QuickBooks Desktop file changes to Product and service list in the QuickBooks online.
Inactive Elements On Lists
Any inactive elements like accounts, customers, or vendors in your QuickBooks Data file that have an open balance are converted to QuickBooks Online Plus and Advanced as regular, active elements.
Only QuickBooks Desktop for Windows can export inventory to QuickBooks Online
Only journal entry’s billable status is not converted.
Layout customization (sales from templates)
Custom sales templates aren’t converted in QuickBooks Online
None of the reports you memorized in QuickBooks Desktop are converted in QuickBooks online.
The multi-currency feature is only available in QuickBooks Online Plus and Advanced.
Bank rules are not converted in QuickBooks Online.
Online bill payment
Checks marked “To Be Sent” are converted, but their online bill payment status is not converted.
The login credentials from QuickBooks Desktop do not convert in QuickBooks online
Transactions and payroll account are converted in QuickBooks online in order to maintain the book, but the details in the transactions do not convert.
QuickBooks Online does not have this feature and this is not converted.
QuickBooks Online does not have the facility to convert the price items.
Printing mailing labels
QuickBooks Online does not print mailing labels.
This feature is available to all the users of QuickBooks Online
The imported purchase orders whose status is closed will not be linked to their corresponding Bill.
All the receive items in QuickBooks Desktop are converted as Bills.
Your past reconciliation reports are not converted to QuickBooks Online.
All QuickBooks Online versions except QuickBooks Online Simple support recurring transactions.
Reimbursable expenses that are not billed in QuickBooks Desktop will be converted as billable expanse in QuickBooks online
It does not convert to QuickBooks online
QuickBooks Online does not have all the report customization as compared to QuickBooks Desktop.
It converts in QuickBooks Online but you need to enter the shipping method manually.
The shortcut list and the icon bar settings for QuickBooks Desktop are not converted to QuickBooks Online.
QuickBooks Online currently does not export information to any third party tax preparation programs
Type: customer, vendor, job
The type is not converted in QuickBooks Online.
The To-Do List is not converted in QuickBooks online
Users and Permissions
The existing users need to be re-invited from QuickBooks online to get access.
All the vendors are converted but their details are not converted.
QuickBooks Online currently does not generate customize letters by itself.
Reach Us For Help
When you upgrade the version, sometimes you find that some features are different in the software or something is missing. Whenever you find any issue in running the QuickBooks then you can contact QuickBooks Tech Support Number 1866-656-1012 for assistance. Our experts are available round the clock for your assistance related to QuickBooks issues.