If my balance sheet has errors after converting from QB desktop to QB online, how do I fix that?

You should compare the trial balance report to find the difference.

I know what the difference is but don't know how to fix it. I have several transactions from a specific accounts receivable account (receipts and payments) from various years that are shown in the trial balance register, but do not figure into the balance sheet total.

I want to ensure your data is accurate after switching to a different platform, jodi-funservices.

The amount might not match with Cash Basis since the Desktop and Online versions don't consider transactions as paid the same way. The reporting date will also affect the data displayed on the report. 

Let's customize the Balance Sheet report by setting the date to All Dates, and the accounting method used is Accrual. This will display all records. Please see the attached screenshot below as your visual guide.

The conversion might also change the detail types of each account. You can review and edit them to ensure the data is correct. Here is how you can use the Account List report to review and edit the detail types of your accounts.

1. Go to Business overview, then select Reports, or go to Reports.
2. Search for and open the Account List report.
3. Review your accounts.
4. To edit an account's detail type, choose the account name.
5. From the Detail Type field, choose the correct detail type.
6. Select Save and Close.

Once done, open the Balance Sheet report again, then review the data. You can also read other details and steps in these articles to ensure the converted data is correct.

• What to do after converting from QuickBooks Desktop for Windows to QuickBooks Online.
• What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

After checking your data, here are a few simple steps to get started with QuickBooks Online.: Set up and keep your books running smoothly. It'll give your our most essential, time-saving features set up.

Please post a reply on this thread if you have additional questions about the data on the Balance Sheet report. I'm always here to help you.