I have been using QuickBooks for Mac for 11 years, the 2013 version was the first I used and I upgraded a few times throughout the years, right now I’m on the 2020 version.
I would like to take my entire company history with me as I convert to QuickBooks Online for 2024. I understand that there’s no way to reliably import my attachment library, but I’m wondering if everything else including all the transactions will carryover properly? I’m concerned about having the last seven years of my company books available if I get audited.
As a second question, I’m just wondering if the basic and most inexpensive version of QuickBooks online will work for me. I use QuickBooks in a very basic way, I don’t use it for estimating or invoicing or payroll or job costing or inventory, etc. I only use it for direct bookkeeping, I enter my job income as a sales receipt and then I enter via credit card or check transactions.
Most of my job income is through Square which I enter into a QuickBooks via what I believe would be called a split transaction. I enter the total amount of my invoice and then as a second line I enter the fee that Square took out as a negative. I assume I will be able to do this with QuickBooks online. I know there are certain apps that would do this for me, but from what I hear these don’t always work and might make it more confusing than me just doing it by hand. Is that possible?
