Thanks for sharing your concern in the QuickBooks Community page, @miriana-cimpar-c.
Let me share insights on what happens to your reports after migrating from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).
Once you move your data, you might notice some discrepancies in your cash basis report. This is because QBO and QBDT don't track transactions as paid the same way.
The same goes for your inventory reports since the two software calculates inventory differently.
When you run your reports, make sure:
- Your accounting method is set to accrual.
- The date is set to All Dates in both products.
- To check the balance of each of your Accounts Receivable (A/R) and Undeposited Funds accounts.
This way, we can check if your data was imported correctly. You can also run a Profit and Loss report or a Balance Sheet report in both programs and compare the two to ensure everything is accurate.
To get answers to frequently asked questions about converting your account from QBDT to QBO, you can check out these articles:
If you have any other related concerns about your data migration or other QuickBooks queries, please share them with us. We'll be here to answer them for you. More power to your business.
