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valran
Level 1

After migration from desktop my newly processed donations are not recording like the migrated data thus reporting off

No profit organization using desktop for years to track donations and expenses. I migrated my data. In desktop I created the donation and then batched them into a deposit. In online I was told to just create the deposit but identify the donors etc. But now I am generating my year end tax letter report and the numbers are off. No donations made since I migrated is showing.

What I see:

Product/Service in the desktop was "Individual Contribution" but the online deposit process does not have a place to select that.

The account I used on the desktop version was "unprocessed funds" on the online deposit process It did not have that option so I selected the revenu account of "Donations"

Either of the

2 Comments 2
Mich_S
QuickBooks Team

After migration from desktop my newly processed donations are not recording like the migrated data thus reporting off

I see you want to recover missing donations after migrating to QuickBooks Online, @valran. I'm here to ensure you'll get the data you need.

 

When migrating data from QuickBooks Desktop to QBO, some functionality, lists, items, and transactions aren't moved. Some might transfer, but the terms are different from the desktop version. Learn more about the terminology differences and how data is transferred to QBO: How your books move from QuickBooks Desktop to QuickBooks Online.


You'll want to keep track of the donations manually. Follow these steps to do so:

 

  1. Edit your account type to a nonprofit organization.
  2. Set up a revenue account.
  3. Add a fund donation item.
  4. Add your donor as a customer.
  5. Lastly, record the fund donation.

 

For future reference, you can also read this link about handling in-kind donations in QBO: Set up and record in-kind donations in QuickBooks Online.

 

Keep in touch so we can guide you further regarding this or QuickBooks in general. Take care of yourself!

BigRedConsulting
Community Champion

After migration from desktop my newly processed donations are not recording like the migrated data thus reporting off

@Mich_S   Did you even read the OP's question?

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