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lkay54
Level 1

Migrating to QB Online woes

Sorry in advance for this being lengthy –

 

I was looking for a multi-user license to add a second computer to our office without the expense of a server.  After talking with the QB rep, I made the decision to go to QB online from the desktop version we have used for many years.

 

Our small manufacturer’s representative sales business uses QB in the following way-

We send a Quote (estimate) to our customers

Use this quote (estimate) to generate a purchase order to our suppliers if the customer decides to order

That purchase order sent to the supplier must include our company information as well as the ship to (our customer) information and their purchase order number

Once we are invoiced from the supplier, we then invoice our customer

This invoice to the customer must include their purchase order number, along with the information on items shipped and the costs.

 

After many, many, way too many hours, I find there is no field for purchase order numbers to use to customize the invoice to our customer. Then I discover on another site that at the present time it isn’t even possible to create a custom estimate or purchase order.

 

AND all of our forms should be able to fold so the customer’s address appears in the window of a standard #10 left -hand window envelope.  The few QB templates that do exist don’t fit these envelopes, which I have several thousand to use. There is no way to adjust the margins to make this fit properly. I don't want to see the line about detaching invoice here and returning this slip with payment - that's now how businesses run these days.

I spent several hours with the QB rep trying to resolve this and then many more hours on my own.

I’m sure you can understand my tremendous frustration here in trying to go to the QBO version for a number of reasons, only to find it is a half-baked product. I am not a developer and should not have to design my own templates even if there is a way to do what we have been doing for years on QB.

 

Am I missing something here or is QB Online not going to work for us and we will need to stick with the desktop version and bite the cost of the second licensed software?

 

 

 

5 Comments 5
rhiannon
Level 2

Migrating to QB Online woes

I feel your pain. I am now just over a year in and just about every 1-2 months I find something else that does NOT work online but works perfectly fine on Desktop. I wish I would have never made the move to online. I feel like a prisoner at this point. I wish I would have went with my gut instinct in the very beginning, spending countless hours trying to overcome the incompetence of QBO, and chalked it up to a loss. I am a Mac user and now am being told that the switch back to Desktop will be incredibly painful and some of my information may be lost. I would recommend, as it sounds like the issue is a very significant one, is to run away as fast as you can and NEVER look back. Half Baked idea sums it up perfectly.   

Megan-Payorcrm
Level 4

Migrating to QB Online woes

Are you moving to QB online just to have the multi user option ?

 

Megan

Helping businesses using QB Desktop/Online automate their receivables function

 

bermuda
Level 3

Migrating to QB Online woes

This is the most deceitful company I have ever ever bought from. Everyone lies...

I bought the online version and none of my customers, item lists, sales, nothing migrated over, from my MAC desktop version except my banking info, go figure.

I have spent endless hours trying to get help. I tried to hire a "Quickbooks Pro-Adviser" through this Intuit website and she turned out to be a fraud so that was more countless hours trying to get back my $250.

she cut and pasted the QB badge on her website and she has been on radio shows, total scam artist.

I hope Quickbooks gets investigated because all they want is money and I am sorry I have ever used them.

Nightmare and the endless hours trying to get help to no avail......stay away. I am resorting to Excel, simple

AileneA
QuickBooks Team

Migrating to QB Online woes

This is not the kind of service we want you to experience while using QuickBooks, bermuda.  

 

There are numerous pieces of information to acknowledge to begin converting your file.

 

 

Once your set, import your desktop data to the online version. Here's how:

 

1. Open your QuickBooks Desktop for the Mac company file.

2. Go to the File menu, then choose Export to QuickBooks Online.

3. Then, log in to your existing QuickBooks Online accountant using your user ID and password.

4. Click Ok, got it. 

 

After you've connected to QuickBooks Online, you'll receive an email notification, and this can take up to 24 hours once the importation is successful.

 

I've attached our Getting started with QuickBooks Online article. From there, you can look up the resources you need guidance with around the product. 

 

Stay in touch if you have any follow-up questions. Just add a comment by clicking the Reply button below and I'll be sure to get back to you. Stay safe!

Fiat Lux - ASIA
Level 15

Migrating to QB Online woes


@bermuda wrote:

I bought the online version and none of my customers, item lists, sales, nothing migrated over, from my MAC desktop version except my banking info, go figure.

 

I have spent endless hours trying to get help. I tried to hire a "Quickbooks Pro-Adviser" through this Intuit website and she turned out to be a fraud so that was more countless hours trying to get back my $250.

she cut and pasted the QB badge on her website and she has been on radio shows, total scam artist.

 

@bermuda 

Which QBD Mac year version do you have?

 

Can you share her profile link on the website?

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