Some Checks Migrated as Expenses

I can explain why some checks became expenses when migrated from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), @Lochkelly.

Please know that checks from QBDT will remain as checks when migrated to QBO. Both checks and expenses are considered money-out transactions, which can lead to reclassification after the migration process.

For more info about how features move from QBDT to QBO, please refer to this article: Understand how your data moves from QBDT to QBO.

Additionally, checks became expenses in QBO when migrated from QuickBooks Desktop (QBDT) due to how they were categorized before migration. Ensure correct categorization of checks in QBDT before migration to prevent this issue.

In the meantime, I'd recommend contacting our Support Team for further assistance with migration concerns. They have the tools to identify the root cause of the issue.

Moreover, you can utilize this article as a guide to walk you through the QBO process: Get started and adjust settings after you sign up for QBO.

I'm here to assist you with other questions or concerns about migrating data from QBDT to QBO. Take care.

Thanks for responding!

Regarding your statement, "Ensure correct categorization of checks in QBDT before migration to prevent this issue," I'm not sure where I went wrong in QB Desktop to cause this issue.  I created a spreadsheet of Desktop transactions with Online transactions inserted so that I could match them up to see if there was any pattern.  I can't find one.  At first, I thought maybe it was the checks that were labeled "draft" or "online" but that is not necessarily the case.  I will attach a screenshot of the spreadsheet here in hopes you can take a look and see what I'm missing.

Thanks,

Lisa

I recognize the hurdle you've encountered, Loch.

I'm here to route you in the right direction of support to further assist you with migration issues in QuickBooks Online (QBO).

Beforehand, I appreciate the screenshot you've provided for additional reference. When moving your data from QuickBooks Desktop (QBDT) to QBO, checks will remain as checks. Thus, our QBO Support Team can have a screen-sharing session with you safely and be able to investigate what's causing this problem.

To contact them, here's how:

1. Go to the Search icon, and click Contact Us.
2. Enter your question and select Continue.
3. Review and choose from the following: Have us call you and Chat with us.

From there, they can guide you further on its possible resolution.

To understand how your features and data move, check out this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

Once everything is settled, these articles can help you get started with QBO:

• Getting Started With QuickBooks Online
•  Common questions about importing data to QBO

Please know that the Community is always around to help with any migration concerns you may have. Tag me in your reply, and I'll get back here as soon as possible.

No, I won't be calling or talking to your support people.  They don't know enough about Quickbooks to be of significant help.  I've tried getting assistance after the migration.  Spent over an hour on the phone with the rep and got absolutely nowhere.  I could find more help by Googling my situation.

Sorry.

Lisa