I have uploaded my data from 2019 Quickbooks Desktop Mac to Quickbooks Online. All account balances appear to be correct.
However, I have noticed that the names of Clients are missing from a number of transactions.
Typically, I enter Deposits in one of two ways:
1) When I receive an initial retainer from a client, I have entered that deposit right into the Bank Register, and then set up the client "Customer" using the pop-up window.
2) When I complete a project for the client, I bill for the work with Invoices. When I receive payment it is recorded by way of Receive Payment.
In looking at my Quickbooks Online data, for any deposit that was recorded in the Bank Register using #1 above, that client name DOES NOT appear in the deposit. There is a blank line. Running a report by client "Customer," that initial retainer does not get associated with that client.
Is there some easy way to rectify this?