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AllView
Level 1

I changed from quickbooks desktop to QB online. After uploading my bank account the registers do not match and I cannot reconcile. Any ideas?

 
3 Comments
JessT
QuickBooks Team

I changed from quickbooks desktop to QB online. After uploading my bank account the registers do not match and I cannot reconcile. Any ideas?

Hi AllView,

 

Due to the difference in the platform, some data will not be carried over during export. However, this is rare to register transactions since they are supported for export.

 

What we normally suggest to compare the balance sheet and profit and loss reports on both QuickBooks Desktop and QuickBooks Online after export. Have you been to this step?

 

If there is a big difference in the register amounts, you can export the file again. But first, you want to run Verify and Rebuild data tools to make sure it has no issues before exporting.

 

If there's only a small difference, you can trace them and recreate the missing ones. You can compare transactions per month.

 

Here's an article about reconciling an account for hour reference: https://intuit.me/2TnHnZJ

 

We're just right here if you need more help to trace your transactions.

DM86
Level 1

I changed from quickbooks desktop to QB online. After uploading my bank account the registers do not match and I cannot reconcile. Any ideas?

We just updated to QB online from Desktop. THe figures, accounts, numbers, P&L and Balance sheets are hugely different...thousands of dollars off. I'd like to get some remote help to get this straightened out. WE need to be operational and this is a huge difference from desktop.

MaryLurleenM
Moderator

I changed from quickbooks desktop to QB online. After uploading my bank account the registers do not match and I cannot reconcile. Any ideas?

You'll want to run these financial reports to check, DM86.

  1. Run a report, such as profit and loss, on accrual basis in QuickBooks Desktop.
  2. Run the same report on accrual basis in QB Online.

You can check this article to see why your transactions doesn't match: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Furthermore, here's how to get in touch with our QBO support to help you:

  1. Click on Help and select Contact us.
  2. In the description box, enter the error you got.
  3. Click Let's talk.
  4. Choose from Message an agent or Get a callback.

I'll be here if you have other questions.

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