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C
catdog69
August 12, 2019
Question

Just switched to cloud version from desktop, after importing, all my pending invoices are missing, where are they?

  • August 12, 2019
  • 3 replies
  • 1 view
No text available

3 replies

E
EdwardR
August 12, 2019

Welcome to Community catdog,

 

Can I please confirm when you refer to the pending invoices do you mean sales orders? When checking Desktop this looks to the only transaction type which posts to this account.

 

 

A
Anonymous
August 13, 2019

hi @catdog69 ,

Regarding Pending Sales in QuickBooks Desktop:

  • QuickBooks Online currently doesn't have a way to mark a sale as "Pending".
  • Pending transactions from your QuickBooks Desktop data file are not converted to QuickBooks Online.
  • QuickBooks Online Essentials, Plus, and Advanced have the Delayed Charge form, which is a non-posting sales transaction.

Hope it helps.

C
catbee
February 22, 2021

All my pending customer invoices are also missing from that conversion, as well.  I was not told this would happen.  I have about 50 very complex invoices in "pending" QBD that I simply cannot locate in QBO - they were awaiting the owner to approve them, which she finally has.  The bills are showed closed out (meaning they were importted into an Invoice) but that Invoice is no where to be found.


Where can I locate them?

 

    R
    ReymondOModerator
    Moderator
    February 22, 2021

    Hey there, @catbee.

     

    Once you switch from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), some of your data won't convert when migrating. 

     

    Let me explain what converts to QBO and what you can expect when moving your data such as invoices. 

     

    Some invoice features in QBDT aren't available in QBO. This can be the reason why you're unable to find your pending sales transactions. For more details, check this list of how your invoice data will convert.

     

    • Logos will convert
    • PO No will convert to Custom Field 1
    • Sales Rep will convert to a Custom Field
    • Subtotals don’t convert but are included in the Description field.
    • Progress Invoices (invoices based on estimates) and their extra fields are don’t convert.
    • Other and Other Customer custom fields.

     

    You can also review this article for more info on what data doesn't convert when you migrate from QuickBooks Desktop to QuickBooks Online.

     

    If you have further questions or concerns, feel free to reach back out anytime. Just click Reply and I'll get back to you. Have a great day ahead.

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