I recently moved from QB desktop to online. I followed the instructions but my complete item list is not correct in my new QB online. Anyone know how to fix this?

Hi there, @uniquelysouthern.

Welcome, and thanks for reaching out to the Community. I can share information about moving from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

To start, are you referring to your inventory item list? If so, QBDT uses Average Costing to track inventory costing, while QBO uses First-In, First-Out (FIFO). This may be the reason why some didn't transfer.

Your reports may not match up if you imported your inventory information due to FIFO recalculations that may have taken place. There'll be a task on your homepage that has a form that will need to be filed with the IRS stating the Inventory Accounting changes that took place.

If you prefer not to use FIFO or turn on inventory in QBO, select the No, don't turn on inventory and don't track quantity on hand option during the conversion. You can change these settings later, but if you do, you'll need to set up new inventory items. We recommend reaching out to a tax professional if you need help with this decision.

For more information about moving or converting from QBDT to QBO, please check out these articles:

• Learn about converting from QuickBooks Desktop to QuickBooks Online.
• What to expect when you switch from QuickBooks Desktop to QuickBooks Online.
• What to do after converting from QuickBooks Desktop for Windows or Mac to QuickBooks Online.

If you encounter some error messages during the process, you can visit this article for the detailed steps to fix them: How to fix errors when converting from QuickBooks Desktop to QuickBooks Online.

You can also check out our website for tips and other resources: QBO self-help articles.

Reach out to me in the comment section below if you have additional questions about moving data or anything else. I'll be happy to help. Take care.

Thanks!

I'm not sure the exact terminology for the item list, but it's not inventory.  I'm referring to the item list that pulls up when you enter a bill and select what item to charge that bill towards for a customer.  I'm using the contractor edition, so my items include : sheetrock, electrical, etc.

Thanks! I'm not sure of the exact terminology for the item list i'm referring too, so i will describe it.  I'm using the contractors edition.  When i enter a bill, i select the item to charge the bill towards and then select the customer/job.  My item list under billing includes things like, sheetrock, electrical, etc.  I had modified my item list on my desktop to meet my needs, but it did not transfer over.

I'm here to help clear things out for you, uniquelysouthern.

The items that you purchased and tracked for resale are considered inventories. When you move your file, QuickBooks Online will ask you if you also want to convert the product items or set them up later.

As mentioned above, if you've selected Yes to bring them over, the program will use the date you've entered to recalculate your inventory based on First-In, First-Out calculations. It's a method in which assets purchased or acquired first are disposed of first and assumes that the remaining inventory consists of items purchased last. This could be the reason why some of the items didn't transfer.

In this case, you'll need to manually add the missing product items as well as other services you sell into QuickBooks. To know more about the data that doesn't convert when you migrate from QBDT to QBO, you can read this guide: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

For more resources or tips in setting up your new company, I recommend checking our Getting Started Guide.

Keep me posted if you have any other concerns or follow-up questions. I've got you covered.