[Lyric] What to Anticipate while you change from QuickBooks Desktop to QuickBooks Online (Accounts Comparison)

Find out what data doesn't convert when you migrate from QuickBooks Desktop to QuickBooks Online

When you switch from QuickBooks Desktop to QuickBooks Online, there are some things you should know. You may notice transactions are missing, or reports are different and don't match. We'll explain what converts to QuickBooks Online and what you can expect

How your books convert from QuickBooks Desktop to QuickBooks Online

Assemblies

• Assemblies will convert as Bundles for sales transactions in the Products and Services list
• All components of assemblies convert for purchase transactions
• Each item of the assembly appears on a detail line when you view the transactions
• Zero amount lines are at the start and end of where the group item was. You can see which items were part of the group
• The top line shows the group name. The bottom line shows the group description
• Group total will show on the last line of the invoice in the Description field

Attachments

Attachments from QuickBooks Desktop won’t convert to QuickBooks Online

Audit trail
• The audit trail in QuickBooks Desktop won’t convert to QuickBooks Online
• QuickBooks Online has its own Audit log. It has the details of every transaction and the users who open your books

Bills and bill payments

1. The "Bill received" preference doesn't convert to QuickBooks Online
2. A bill discount in QuickBooks Desktop converts to a Vendor credit in QuickBooks Online
3. The address on bill payment checks is replaced by the Vendor address on your Vendor list

Budgets

• Only Profit and Loss budget types convert to QuickBooks Online
• Budgets are only available in QuickBooks Online Plus and Advanced

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