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After switching over to quickbooks online from desktop, there are hundreds of old transactions showing up (payments, invoices & journal entries) dating back to 2010. Any ideas how to clear these out without messing up the accounts?
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It's possible that the payment was unlinked, cloudybeau.
Let's verify this by going to each invoices and apply all available credits. This way, it will be recorded as paid. Let me guide you with these steps:
Repeat the same steps for the other unpaid invoices.
Also, for the journal entries, I'd recommend reaching out to your accountant. They can you on what to do with those entries without messing your accountant.
On the other hand, here are the list on what data are not included when converting to QuickBooks Online: Limitations when you convert from QuickBooks Online to QuickBooks Desktop.
I'll be right here to help you if you have other concerns.
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We can manually clear these old transactions so they won't show up when reconciling. Let me show you the steps:
You may also refer to this article to help you with reconciling bank accounts: How to Reconcile an Account: Statements & Records, & More
We are happy to help you with any questions about reconciliations. Post go ahead and post them here.
Thank you, however they are not showing up in my bank account register to reconcile. They are showing up as unpaid invoices, undeposited payments.
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