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Checking the results of a conversion in QuickBooks Online

SOLVEDby QuickBooks1Updated December 01, 2022

You will have to complete three steps once your conversion is complete. Dataswitcher also checks the following things automatically. This is known as a pre-check and a post-check.

Checking the balance sheets

You will need to ensure you print out or download a trial balance per conversion date in your old software and compare the end balances to the new balances in QuickBooks Online. It is recommended you look back on different dates or quarters to ensure the balances are correct for that specific time.

Checking outstanding supplier and customer balances

The outstanding balances of suppliers and customers in your old software should line up with the new balances in your QuickBooks Online account. You can check this at random with as many customers as you can to ensure there are no discrepancies.

Checking built-in accounts

QuickBooks Online uses some specific accounts, they might have numbers in them. Before & after the conversion, these should be empty.

Dataswitcher also uses a suspense account to book payments on. This account is mostly booked to nominal code 1299. This account should be empty at the end of the conversion. This specific nominal code is used for transferring payments (this is only available if you completed a Pro conversion).

If all checks line up, the conversion should be correct.  If you think otherwise, please contact customer support.

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