QuickBooks migration guides

What actually breaks when you move from QuickBooks Desktop to Online, which report settles each one, and the export traps that quietly make the check itself wrong.

By what went wrong

• Accounts That Changed Type in a QuickBooks Migration

  An account can migrate with the right balance and the wrong type. A trial balance cannot see it, and it moves money between your statements.

  3 min read

• Why Accounts Payable Is Wrong After a QuickBooks Migration

  A/P not matching usually means specific bills did not migrate. How to find which, and why paying from the new file first risks paying twice.

  3 min read

• Why Accounts Receivable Is Wrong After a QuickBooks Move

  When A/R does not match after a QuickBooks migration, the trial balance cannot name the missing invoices. The ageing detail can. Here is how.

  3 min read

• Why Inventory Does Not Match After a QuickBooks Migration

  Inventory is the most common real variance in a QuickBooks migration. The four causes, how to tell them apart, and which report settles it.

  4 min read

• Inventory Items Became Non-Inventory After Migrating

  A documented QuickBooks migration failure where inventory items arrive as non-inventory, losing quantity tracking. How to spot it and what it breaks.

  3 min read

• Opening Balance Equity After a QuickBooks Migration

  Opening Balance Equity after a migration is normal; leaving it there is not. What the amount is telling you, and how to clear it in the right order.

  3 min read

• Why Sales Tax Changed After a QuickBooks Migration

  Sales tax accounts get renamed and rebuilt in a QuickBooks migration. How to tell a normal rebuild from a real problem before you file a return.

  3 min read

• Trial Balance Does Not Match After a QuickBooks Migration

  A diagnostic order for a trial balance that will not tie out after migrating, starting with the two checks that rule out a false alarm.

  4 min read

• What Does Not Transfer From QuickBooks Desktop to Online

  Balances can agree perfectly while payroll detail, templates, price levels and bank feeds stay behind. What does not come across, and what to do.

  4 min read