The funeral home recently went from Peach Tree 2011 to Quickbooks 2021 (desktop) I got the peach tree files exported and converted over to quickbooks per quickbooks insturctions. However here is the issue I have and I cant figure it out. In Peach Tree I see all the "payments" made and correct balances. But when its open in Quickbooks. It shows that they still owe the full balance. Ex: Joe Smiths funeral was $5,000 he made two payments of $1,000. Peach tree shows he only owes $3,000 now. But inside of quickbooks it still shows he owes $5,000. Im stumped and cant figure it out.
Let me handle and fix this as quickly as possible, @Funeral-Home.
Thank you for explaining the problem in detail and converting the program in your own. The information helps me think of troubleshooting steps to fix your customer's balance in QuickBooks Desktop (QBDT).
Please note that closed or partially completed Sales Orders, Purchase Orders, and Estimates won't convert into QBDT. If your customer payments are made in this way, then that's the reason why QuickBooks shows that this customer still owes $5,000. To know the other limitations, check out this article: Convert from Sage 50 to QuickBooks Desktop.
But if you're using a different type of transaction, I suggest you make sure that the payments are included in the download process. Once confirmed and the issue persist, I'd recommend updating your QBDT into the latest release as what Fiat Lux - ASIA mentioned above. Then convert it again to verify if it's already performing well.