QB Desktop Enterprise to QBO conversion - statements not matching

I understand how important it is to get successful results when migrating the data, @DS127. I can share more details about the migration process from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

The targets will matter when importing to QBO. You can consider checking it before migrating. Sometimes it is the cause of missing items in the company data after the process. The maximum target to get a correct data migration is 750,000 for the QBDT Enterprise version 2021 and 35,000 targets for QBDT Enterprise 2020 and earlier versions.

Using a Condense Data utility will reduce the data, it includes archiving some transactions and turning them into Journal Entries automatically. You can migrate the data to QBO without condensing. However, it will take more time.

In your case, I recommend speaking to our Data Services and having a backup file before doing the process again. You can also let your client know about the conversion process. This way, you can open up about the Data services.

To know more details about the process, you can review this article: Use the Condense Data utility.
 

I'll be around if you have other questions or concerns about managing data. Please don't hesitate to comment below, I'm here to guide you further. Take care.

@DS127 

Another option, ask your client to purchase a 3rd party conversion service. You can run the conversion in two phases where your client can still work on their book on QB Desktop during the first phase (eg 2000 - 2020). When you are satisfied with the first phase, you will give the green light for the second phase (eg 2021 - cut off date).

Thanks both of you for your replies.

I would have Data Services do the fixes but unfortunately they are backed up for about a week and my client can't wait that long (he thought he'd have his stuff by Tuesday and it's Thursday now.)  And he's not going to pay for a conversion service...silly us, we expected that QB would do the job (is the issue inherent to Enterprise, or what's the root problem?)

I always check the targets first...my understanding is that it is 350,000 limit in earlier versions (we were at 217,000) and yes it was recently upped.  We are running 2022 so this number should not have been a problem.

Im really frustrated with QBO and Intuit right now.

Since I don't have time to wait for Data Services to make the JE's, can someone confirm...do I book them to Opening Balance Equity to make the 15 or so category balances correction? thanks.