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I am trying to convert a client from QuickBooks Desktop to Online. They are currently using POS but will not once the conversion happen. My issue is that the transactions that had been processed in the POS are coming over duplicate in Undeposited Funds. One shows sales receipt with payment and sales tax as separate lines within the sales tax and then a separate transaction with the credit card payment. the only way I can fix it is to manually fix each one. There are 65 pages worth. I don't want to do that. It seems like it should come over correctly.
Use a deleter tool to remove duplicate Sales Receipts from POS before migrating data to QBO.
It isn't duplicated in the POS. That is what is so weird. It brings it into QBO as two sales receipts. One that says POS Receipt and one that says Visa or AMEX. And they both have the same thing. In QB Desktop they have all been deposited into the Register but it undoes it when I bring info over from QB Desktop. I am not even messing with the POS at all. I am simply doing a data migration. But the ONLY transactions that are messed up are the POS transactions.
Sorry if my words confuse you. What I mean is that you have to remove any duplicate Sales Receipt data on QB Desktop. You can only use the deleter tool on QB Desktop, not QB POS.
They are not duplicated in QuickBooks desktop. They only duplicate when i bring the data from Desktop to Online.
@Fiat Lux - ASIA wrote:Sorry if my words confuse you. What I mean is that you have to remove any duplicate Sales Receipt data on QB Desktop. You can only use the deleter tool on QB Desktop, not QB POS.
Run the Verify/Rebuild Data utility on your QBD file and migrate your data again to QBO. If the same problem persists, run and compare the trial balance report on QB Desktop file and QB Online account. You may find the root cause and fix it. Last resort, purchase a 3rd party conversion service.
Hi @hmcotten, I wanted to make sure you're able to get back up and running.
I'll share how you're able to convert your client's company data from QuickBooks Desktop to QuickBooks Online seamlessly.
You're on the right track, we may need to manually add and fix each one of your client's transactions. Since the migration tool didn't bring over the transactions correctly and it's not working as expected, I recommend contacting our Data Services Team.
With their tools, one of our specialists can help you convert your client's company data so you can start working on the online version. To contact our dedicated team online, you can use the following instructions outlined in this article: How do I contact QuickBooks Data Services?
Now that you're about to start working on the online version, here's a reference to learn more about the features and functions of QuickBooks Online. You can log in to any of our supported browser versions and use this reference for guidance: Help Articles in QuickBooks Online.
It'll always be my pleasure to help if you have any other concerns besides converting company data in QuickBooks. Please let me know by clicking the Reply button and leaving a comment below. Don't forget to include my name, @JonpriL, and take care always, @hmcotten!
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