How do I fix the Intuit screw-up with my Undeposited Funds created when migrating from Desktop to Online?

Hi there, Eunos.

Some transactions in QuickBooks Desktop are presented differently in QuickBooks Online due to the difference between the two platforms.

I understand that you've already contacted our Support team about this. However, I'm going to let you contact them again to check your transactions further using more tools. We have limited access from here, and it's better if we have a visibility on your records before suggesting to edit your transactions.

If you have other concerns, feel free to go back to this thread.

Are you suggesting I contact them again or are you saying someone will get back to me on the open ticket?  Because if i contact them again, I would need to know how to escalate it to someone who fully understands the problem and has access to those tools.

Can anyone tell me how to get this escalated to someone in Intuit that understands that sometimes, a problem is caused by Intuit and not by a mistake made by the user? Every time I get someone in Support, they assume that something I did needs to be corrected. But that is absolutely incorrect. I can prove it, but only if I can get someone who is capable of listening rather than someone who goes into the knowledge base and sends me an article to read.

Did you ever get this resolved?

Has anyone found a fix or work around for this?  Intuit is worthless.  

QuickBooks Desktop and QuickBooks Online are separate platforms, so there are a couple of export limitations and differences between them. We know that maintaining accurate financial records is important for your business, and we want to assure you that we are here to support a smooth transition.

On that note, allow me to guide you on how to get started after migrating to QBO.

One notable difference between the two platforms is how sales tax is managed. Users of QuickBooks Desktop can manually track sales taxes, whereas QuickBooks Online offers Automated Sales Tax feature.

Let me share this article that provides a comprehensive list of feature differences and types of data that are affected when switching platforms: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

As a result, sales tax will not be transferred for all transactions. Some will also be migrated as journal entries. To address this, you can delete the migrated sales tax payments and then recreate them in the Sales Tax Center in QuickBooks Online.

Here's how:

1. Open the sales tax payment that's migrated as a journal entry.
2. Click More at the bottom, then choose Delete.
3. Select Delete transaction to confirm that you want to delete it.

Once done, follow these steps on how to record the sales tax payment:

1. Go to the Taxes menu, then choose Sales tax.
2. Scroll down to the list of tax agencies, then click Review sales tax.
3. Click Record Tax Payment.

Here's an article about this for more details: File your sales tax return and record sales tax payments in QuickBooks Online.

Please note that sales taxes do not impact the balance in the Undeposited Funds account in QuickBooks Online. This account acts as a temporary holding account for customer payments that have not yet been deposited into your bank register.

Here is an article that provides more details about the Undeposited Funds account: What’s the Undeposited Funds account?

To help you correct the balance, I suggest contacting our phone or chat support teams. They can examine your account in detail and determine the necessary adjustments to ensure everything is accurate after migration.

Here's an article on how to reach out to them: Get help with QuickBooks products and services.

Allow me to share these articles for additional resources to help you get going after the migration:

• Move from QuickBooks Desktop to QuickBooks Online Resource Center
• Get started and adjust settings after you sign up for QuickBooks Online

The Community is here to help if you have any further questions. The entire QuickBooks Team is dedicated to delivering prompt and comprehensive support, ensuring you feel confident and supported every step of your QuickBooks Online journey.

This reply from Intuit is the worst non-answer I have ever received.  I have called intuit support since my upgrade and have yet to reach someone who can correct this issue.  I keep getting transferred back and forth between departments.  Please have someone contact me who knows how to resolve this.  It would be appreciated.  

This is the worst non-answer I have ever received from Intuit.  I have been calling support since the upgrade and no one from Intuit seems to want to try to fix the issue.  The answer I get every time is "Oh,  I can't help you" and I am transferred to anther department like a game of "hot potato".  Please, please, please have someone contact me that can fix my issue.  Thank you

Me too. I gave up and went back to Desktop. And then they started cranking up the Desktop cost so high, I’m now looking at migrating away from QB entirely. Support is useless.