Thank you for sharing your concerns and challenges with transitioning between QuickBooks versions, @MBryan07.
I understand that the transition process may not have met the seamless experience we strive to deliver, and I appreciate you raising these concerns. Transitioning between QuickBooks products and transferring your company data is a critical process.
Allow me to shed some light on how transitioned data was effectively handled during this migration. QuickBooks Online and QuickBooks Desktop are built on separate platforms, leading to certain limitations when migrating between the two products.
One limitation is the transfer of sales tax data. During the transition, not all sales tax information will be copied for transactions; instead, some taxes will be transferred as journal entries.
You can read more details about this here: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.
This indicates that the information in QBO post-migration may not match the data in your Desktop version, resulting in discrepancies that affect the visibility of total sales, non-taxable amounts, and tax collected.
If you can still open Desktop, you can use the report in your company file to pay your sales taxes. Let me share these articles for the complete guide:
If you no longer have access to Desktop, you'll need to delete and recreate the sales transactions in QBO to ensure that the sales taxes are included in the reports.
Check out these articles as well for additional guidance when collecting sales taxes in QBO:
Please let me know if you have other questions in mind. You can also search for other topics in the Help section to find references for QBO in the future.
