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Level 1

Desktop to online conversion issues

I have a HUGE problem with negative deposits not coming over to QBO. Why won't QBO allow negative deposits and how do I fix this once the conversion is complete yet I have a ton of JE's waiting to be deposited.  The books "balance" based on all the reports I have 

4 Comments
QuickBooks Team

Desktop to online conversion issues

Hello there, @gstaskal.

 

You'd want to make sure to enable the auto-credits feature in QuickBooks Online. This way, we can resolve the incorrect customer balance after your QuickBooks Desktop company file. I can guide you on how to do it.

  1. Go to the Gear ⚙ icon.
  2. Choose Account and Settings.
  3. Select the Advanced tab.
  4. From the Automation section, click Edit✎ .
  5. Mark the Automatically apply credits checkbox.
  6. Click Save.
  7. Hit Done.

You can read through this article for complete instructions on how to resolve issues errors during the conversion process: How to fix errors when converting from QuickBooks Desktop to QuickBooks Online.

 

Also, I've added these articles as an additional reference to learn more about the frequently asked questions about converting your account from QuickBooks Desktop to QuickBooks Online: 

Get back to us here if you have other questions about managing your QuickBooks data. I'm always here to help.

QuickBooks Team

Desktop to online conversion issues

I want to make sure that your concerns are addressed, @gstaskal.

 

Were you able to resolve the customers' balance in your new QuickBooks account? Did the information I've shared answer your inquiries about the limitations when converting your QuickBooks company file?

 

Feel free to drop your comments below if you have other questions or concerns. Wishing you continued success!

Level 1

Desktop to online conversion issues

No this hasn't solved my problem yet.  I have a certified CPA frim working on it as well.

Content Leader

Desktop to online conversion issues

Hey there, gstaskal.

 

I appreciate you following up on this thread and letting me know the results of trying the steps mentioned above.

 

I want to make sure the issue with the balance is resolved. Since the steps didn't do the trick, I recommend reaching out to a member of the QuickBooks Online Support Team. Agents have specialized tools, like screen-sharing, to take a closer look at your account to determine what's causing the problem. Here's how to get in touch with the team:

 

1. Click the Help button in the top right corner.

2. Select Contact Us.

3. Enter Support in the field and choose Let's talk.

4. From here you can begin a chat session or select to receive a callback at a time that's convenient for you.

 

This article provides these steps if you ever need them again in the future: QuickBooks Online Support

 

Feel free to reach back out if you have any other questions. I'll be here to help in any way that I can.

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