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aagasfiles-gmail
Level 1

If our Qb Desktop was moved to QBO, and we see that there are numerous issues, is it advisable to start a greenfields QBO?

 
5 Comments 5
ShaniamarieC
QuickBooks Team

If our Qb Desktop was moved to QBO, and we see that there are numerous issues, is it advisable to start a greenfields QBO?

Hi @aagasfiles, thank you for reaching out to the Community.

 

I'm here to assist you with any queries related to QuickBooks Online (QBO). To better understand your situation and provide accurate solutions, I would appreciate it if you could share more details about the issues, you faced when moving from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) Also, can you please elaborate the term "start greenfields" This enables us to investigate it further and provide an accurate resolution.

 

Moreover, any details or screenshots you can share will be helpful. However, please be careful not to include any sensitive information in your screenshots to prevent any potential security issues.

 

Your cooperation is highly appreciated. I'll be waiting for your response and will do my best to assist you. Thank you and take care!

4Gal
Level 10

If our Qb Desktop was moved to QBO, and we see that there are numerous issues, is it advisable to start a greenfields QBO?

@aagasfiles-gmail 

What kind of numerous issues did you encounter? Who converted your data from QB Desktop?

aagasfiles-gmail
Level 1

If our Qb Desktop was moved to QBO, and we see that there are numerous issues, is it advisable to start a greenfields QBO?

The transition was handled internally. The other issue is that QB has always been used as an invoicing platform and not full accounting software. I am recommending that QBO is used as it has been designed.

Issues are related to chart of accounts, product details, Debtors book. 
The reason to suggest the "greenfields" is to start fresh - and build from there, with the intention to ring-fence the "old" platform and set target to clear in 3 months. 

The "new" system would be strictly monitored and not allowed to get to the situation that we now find ourselves in.

 

aagasfiles-gmail
Level 1

If our Qb Desktop was moved to QBO, and we see that there are numerous issues, is it advisable to start a greenfields QBO?

Thank you.

Issues - debtors, product coding, duplicates. The "greenfields" means as if the business was starting as a new business.

 

4Gal
Level 10

If our Qb Desktop was moved to QBO, and we see that there are numerous issues, is it advisable to start a greenfields QBO?

You should start from scratch in QB Online and keep using QB Desktop to access your historical data for good.