Migrating multiple A/R to QBO. How to maintain data integrity.

jchase · ‎September 30, 2020

Greetings!

We're evaluating is QBO is right for us and have uploaded our company up to do some testing. We're coming from QuickBooks Enterprise

I've run into a major issue that I hope has been solved. We use multiple A/R accounts in Enterprise to monitor A/R across our divisions, its a helpful management tool. QBO doesn't support multiple A/R accounts but does support other filtering methods that we've determined to be acceptable. My current plan is to use Location Tracking with the 'Department' label but I'm open to other suggestions.

My struggle comes in the transition from QBD to QBO. Is there any way to avoid manually tagging EVERY invoice in A/R after the upload is complete? Is there some way to do mass adjustments based on criteria?

Any guidance would be greatly appreciated!

Thanks!

JamesDuanT · ‎September 30, 2020

Hello there, jchase.

Thanks for taking interest of QuickBooks Online. Currently, QuickBooks Online only uses a single Accounts Receivable account.

Though we can create another A/R account manually, it will not be used as the default when creating invoices: Add an Account to your Chart of Accounts in QuickBooks Online.

There are other ways to keep track of your A/R transactions. We have projects, locations, and classes:

Aside from that, you might find this article helpful on how you can group your A/R accounts: How to group Accounts Receivable or Accounts Payable account types.

Feel free to get back to us if you have additional queries about those features. Have a great day!

Fiat Lux - ASIA · ‎September 30, 2020

@jchase wrote:
My struggle comes in the transition from QBD to QBO. Is there any way to avoid manually tagging EVERY invoice in A/R after the upload is complete? Is there some way to do mass adjustments based on criteria?

@jchase

You may need a 3rd party tool to do so.

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Migrating multiple A/R to QBO. How to maintain data integrity.

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Migrating multiple A/R to QBO. How to maintain data integrity.

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