![]() ![]() Deleted employees are exported as inactive employees.Full names are limited to 39 characters.Dashes/hyphens are converted to underscores.Deleted customers are converted as inactive customers.E-mail addresses are limited to 81 characters.Billing and Shipping Address are limited to three lines of 41 characters each.This combined line will be set as the last available address line. If the City, State, and Zipcode combine for a total more than 41 characters, then we combine the City, State, and Zipcode into a single line.Otherwise, the address block will start with the first line of the address. If there is no company name, the the display name will be used. The company name will be added to the address block.Full name and Company Name are limited to 41 characters.Display names are limited to 31 characters.Deleted classes export as inactive classes.Class names are limited to 31 characters.Account name is limited to 31 characters.User List Information Vendors Notes and Mobile Number If they do not match, the sub-item becomes a separate item. Sub-items must have the same Type as the parent item. Inventory transactions migrated may not hit COGS or Inventory Asset accounts. There are historical errors with Intuit’s Desktop migration to QuickBooks Online: ![]() Transactions that link to a single General Journal Entry transaction with credit/debit lines to the same name may not convert QuickBooks Desktop does not allow transfers to and from the same bank account Transactions to and from the same bank account. This means that transactions may not be linked or payments may not export if the names do not match the invoice.Īny type of transaction that does not use the same name to link to each other, e.g., credit memos that use a different name than what's on the associated receive payment. This feature is not supported in QuickBooks Desktop. This includes but is not limited to:īill with Parent. Products and Services List Categories and Taxable Status Purchase Order Status and Purchase Order Number on Invoices Reconcile (Historical Reconciliation Reports) Transactions ![]() Memorized Reports Paychecks Pay Period, Liability Payments Pay Period, and QuickBooks Payroll Online Information Personally Identifiable Information (PII)Ĭompany Bank Details (Routing Number, Account Number)įixed Assets, Other Assets, Other Current Assets, Loan/Other Current Liability, and Long Term Liability Account Number QuickBooks Desktop does not have a Locations feature. Locations in QuickBooks Online can be referred to as Business, Department, Division, Property, Store, and Territory. Please change all billable expense account types to "expense" before the conversion. Any other account type for the billable expense account will not convert over. QuickBooks Desktop limits billable expenses to the "expense" account type only. If you exceed these limits already in QuickBooks Online, you’ll need to export to QuickBooks Enterprise. If a list exceeds 10,000 items, only the first 10,000 will convert. In QuickBooks Desktop Pro and Premier, your combined list items (customers, vendors, employees, etc.) can’t exceed 14,500. However, if you need access to another company file using a different Intuit sign in, please read this FAQ for more information. Using a different Intuit account: Our service assumes you’re using the same Intuit account to access your company file(s). Please read the FAQ for more information on how to switch company files. Each conversion will be charged separately. Multiple company files: You can use to convert any number of different company files. In addition, any unpaid invoice and bill transactions will be retained regardless of when they were recorded. Start Date: With our service, the start date will be the date where all accounts will have their starting balances set in QuickBooks Desktop this means that transactions on and after that date will be converted over. You can easily upgrade this file to a later year version.Įxport Settings: Please read the FAQ to learn more about the export settings options. Supported QuickBooks Desktop versions: The minimum version that our conversion supports is US QuickBooks Desktop Windows Pro/Premier 2020, US QuickBooks Desktop Enterprise 2020, and QuickBooks Desktop Mac 2019. QuickBooks Online Self-Employed: We do not support QuickBooks Online Self-Employed conversions at this time. Multicurrency: We do not support multicurrency conversions at this time. User Permission: Make sure you are using the master administrator or company admin user permission in order to connect with your QuickBooks Online company file. Otherwise you may end up with an empty company file. Here are a few things to be aware of before using our conversion service:Īctive QuickBooks Online Account: You must have an active QuickBooks Online company file to convert and verify that you have selected the correct company file. ![]()
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