I should add, if 3rd party tools exist for importing only some transactions, I'd be perfectly willing to hire a Quickbooks Professional to export the last 3 years or so of data into a new, simpler company file in Desktop, then see if the automated conversion to Online works.
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We just imported our company file from Desktop to Online. After the import, all of my existing invoices no longer have a sales tax item chosen, so they show no sales tax. This makes my P&L wrong and of my customer accounts now show a credit balance because every invoice no longer has sales tax. I've rebuilt my data and verified the company file to ensure we didn't have any errors. I only have one sales tax item, so the mapping shouldn't have been a problem. The sales tax rate did change several years ago, so newer invoices have a different rate than older ones. The support reps I've spoken to seem to think the only way to fix it is to manually change the sales tax item for 10 years of invoices one at a time, which to a business owner, sounds a lot like a discouragement from switching to Quickbooks Online. Anyone heard of this? Can any users think of a way to change sales tax items for invoices in batches, or anything else I might change in my company file before importing from Desktop?
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