Hi there, @finance10.
Thank you for choosing QuickBooks as your accounting software. I can share some information about import limitations.
1. Yes, email address of your customers are being converted. Some other information converted are:
- Company Name
- Mr./Ms./?
- First Name
- M.I.
- Last Name
- Phone
- FAX
- Alt Ph.
- Terms
- Bill to Address (Note: Up to 4000 characters)
- Ship To Address
- Tax code/item
- Preferred Payment Method
For more details, please check this link: What data doesn't convert from QuickBooks Desktop to QuickBooks Online?. Go to the Customer and Jobs section.
2. No, customize reports are not being converted. If you wish to customize your QBO reports, you can use this article as a reference: How to customize reports.
3. Currently, converting and creating groups for memorized transactions into QBO is unavailable. As a workaround, you can duplicate an existing transaction and assign it to your customers/vendors. For your guide, check out this article: Create templates for recurring transactions.
We’re continuously working to provide better services and features, so you can efficiently manage the business and get your accounting done. Customers’ feedback is one way of identifying features that needs to be included in a future enhancement. You can click the Gear icon and choose Feedback to send your idea.
Please know that the Community is always here to help you further. You can still post back or add a comment in this post. I'd be happy to assist you more.
