Custom Reports transfer to Online

Brenda B · ‎May 19, 2020

We have many custom reports setup in our Desktop version that have carried over with each upgrade and/or changed computers we've made over the years. We have recently transferred to online versions but it doesn't seem that we have access to these custom reports. Not sure if they are there and we don't know how to access or if they don't transfer? Is there a way to get these custom reports moved over to the online system.

AlexV · ‎May 19, 2020

Good day, Brenda.

I'm here to assist you in preparing your reports.

QuickBooks Online and QuickBooks Desktop have different features. Not all data will be converted when you switch from QuickBooks Desktop to QuickBooks Online and one of those is the custom reports. Some reports in QuickBooks Desktop aren't available in the online version.

Please refer to this article for more details: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

What I can suggest is to create new custom reports again in QuickBooks Online. I have the links here to help you on how to do it:

Please post again if you have other concerns. Wishing you all the best!

View solution in original post

AlexV · ‎May 19, 2020

Good day, Brenda.

I'm here to assist you in preparing your reports.

QuickBooks Online and QuickBooks Desktop have different features. Not all data will be converted when you switch from QuickBooks Desktop to QuickBooks Online and one of those is the custom reports. Some reports in QuickBooks Desktop aren't available in the online version.

Please refer to this article for more details: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

What I can suggest is to create new custom reports again in QuickBooks Online. I have the links here to help you on how to do it:

Please post again if you have other concerns. Wishing you all the best!

Brenda B · ‎May 19, 2020

Bummer, but thank you for the links. We were. hoping we could transfer because we weren't sure how the customization was done as it was from a previous employee. We will figure it out.

jimwithcyc · ‎April 28, 2024

Good luck getting help as they sell QB online hard but offer no help in getting it up and running. To answer your question NO none of your hard work will transfer over. It is up to you to figure it out on your own starting from the beginning again. But I am sure they will give you some links that you could google on your own as that is their idea of customer support.

Topics

Training

Community

Resources

Custom Reports transfer to Online