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I just converted from desktop to online and i cant locate my original memorized reopts or customer types?

 
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QuickBooks Team

Re: I just converted from desktop to online and i cant locate my original memorized reopts or cus...

Hi mrwaverly2,

 

Due to the differences in the platform and the level of customization, the Memorized Reports and Customer Types are not included when exporting data to QuickBooks Online. However, there's a way to create them in the online platform. I'll be glad to show you how.

 

For Memorized Reports:

  1. Go to Reports and open the report you like.
  2. Customize it and click the Save customization button.
  3. Name the report and click Save.

For the Customer Types:

  1. Go to Sales and choose the Customers tab.
  2. Click the Customer types button in the upper right-hand corner.
  3. Click the New customer type button and follow the on-screen instructions.

I got you articles for additional reference:

If there's anything you need, feel free to go back to this thread.