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There are some transactions that don't transfer to QuickBooks Online(QBO) when you migrate from QuickBooks Desktop (QBDT), causing your chart of accounts to appear blank after migration, Dkier. Below are more details and the steps you can take to ensure your transactions move to QBO.
When switching from QuickBooks Desktop to QuickBooks Online, you may notice differences in your books. Some features and data don't transfer, including:
- The Bill received preference.
- Subtotals invoices.
- Progress Invoices (invoices based on estimates) and their extra fields don't move.
- Other and Other Customer custom fields.
- Recurring payment transactions.
- Open Purchase Orders.
- Billable statuses.
- Pending Sales.
- Your past reconciliation reports.
If your chart of accounts data shows zero, it means your accounts doesn't have any transactions.
To populate your chart of accounts, you'll have to import the data using an Excel CSV file. Here's how:
1. Log in to your QuickBooks Online account.
2. Click the Gear icon on the upper right corner. Then, select Import Data.
3. Choose the Chart of Accounts. Then, click Import.
4. To upload a file:
- From your computer, select Browse, choose the file, and then click Open.
- From Google Sheets, select Connect to sign in to your Google account. Choose the correct file, and then click Select.
5. Click Next.
After uploading your spreadsheet, ensure that you map your accounts correctly to import them properly. For more details on completing the import, see steps 3 to 4 in the article: Import your chart of accounts to QuickBooks Online.
Once done, you might want to connect your online bank account in QuickBooks. This way, transactions will automatically download and categorize, saving you time on updating your bank feeds. All you need to do is review and approve them.
Your satisfaction is our priority. If you have additional questions or require further assistance regarding migration from QBDT to QBO, please don't hesitate to return to this thread, and I'll respond as soon as possible. Stay safe.
