Payee information not migrating from QB DT to QB Online

It's great that you brought this up in the Community, @pgwitt. We understand that manually inputting your payee information after migrating services can be time-consuming, especially if you have a lot of data.

When you transfer data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), the payee details for bank transactions may not move over due to differences in how the platforms handle data. You can find more information in this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

As a workaround, you can manually enter or edit payee information in the bank transactions. You can also use a third-party app to import your data, which you can find directly in QBO. Here's how:

1. From the left navigation panel, navigate to Apps.
2. Open the Find apps tab.
3. Enter any keyword in the search bar or use the Browse categories dropdown.

Additionally, here are some informative articles to guide you in effectively managing your entries:

• Categorize online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online

I understand how essential complete transaction data is in your accounting records, and I'm dedicated to providing the best solutions. Feel free to reach out if you need further assistance. I'd be glad to help you again. Take care!

@pgwitt 

You may have 2 options:

1. Purchase a 3rd party conversion service

2. Convert your data from QB Desktop as is to QB Online. Then use the trial version of QB Desktop to access your historical data for good.