Migration from Desktop to Online

Thanks for getting in touch with the Community, jpoesq.

When moving data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), inactive accounts and customers can be moved. If they have open balances at the time of the move, they'll become active in QBO.

If you need to make an account inactive again, here's how:
 

1. From your Chart of accounts screen, find an account you want to delete.
2. Use its Action ▼ drop-down list, then select Make inactive.

To make customers inactive:
 

1. Go to Sales, then Customers.
2. Find the customer and click your Drop-down next to Edit.
3. Select Make inactive.

I've also included a detailed resource about migrating data which may come in handy moving forward: Learn how features & data move from QBDT to QBO

If there's any additional questions, I'm just a post away. Have a great Monday!

Thank you for your reply.  I am familiar with how to inactivate employees, accounts, customers, etc.  The issue is that QBO made active previously inactivated employees, accounts, customers, etc. that have no pending transactions or balances.  Even employees terminated and inactivated 15 to 20 years ago were made active again.  I will have to inactivate hundreds of previously inactivated matters.

Thank you for your reply.  I am familiar with how to inactivate employees, accounts, customers, etc.  The issue is that QBO made active previously inactivated employees, accounts, customers, etc. that have no pending transactions or balances.  Even employees terminated and inactivated 15 to 20 years ago were made active again.  I will have to inactivate hundreds of previously inactivated matters.  That makes no sense.

@jpoesq 

Consider running the Condense Data utility to delete your old data and convert only the rest to QB Online. You can access historical data in QB Desktop if needed.

Previously inactivated lists may remain in their status if there are no transactions or balances, jpoesq. Since you're encountering issues with these matters, let me direct you to our experts.

I recognize the inconvenience of manually inactivating employees, accounts, customers, etc., especially those that haven't been operational for many years. That said, you can contact our live support team for more personalized assistance with the migration process. They have the necessary tools to pull up your account securely and check this matter further.

Here's how:

1. Go to the Help icon on the top menu.
2. Select the Search tab and enter your concern. For instance, enter help.
3. Click the Contact Us button and choose between Chat or Callback to connect with us.

Alternatively, you can communicate with our representatives outside your account through this link: QuickBooks Support. In doing so, select the QuickBooks product you're using and the correct region.

Additionally, consider reaching the Data Services chat team from Monday–Friday, 6 AM to 6 PM PT. Rest assured that they can check the status or answer any questions regarding the Data Services case. Refer to this article for more details: QuickBooks Data Services FAQ.

Moreover, learn how features and data move from QuickBooks Desktop to QuickBooks Online to familiarize yourself with their distinct functions.

Furthermore, this guide will help you quickly set up and explore the Online version: Get started and adjust settings after you sign up for QuickBooks Online. 

You're always welcome to leave a reply below for any additional queries about the transition. Just let me know, and I'll be in this forum to help you at any time. Keep safe!