Account management

I appreciate your loyalty to QuickBooks, @tmosey. Let me share some information about importing custom report settings from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).

QBO and QBDT have different ways of reporting. The system brings all your report except for audit trail and memorized reports. I understand your interest in importing your custom report setting to the online platform. At this time, your option is to customize your reports in QBO after the conversion process.

Here's how:

1. Click on Reports at the left pane.
2. Open the report you need.
3. Go to the Customize button to customize the information.
4. Tap on Run report to refresh the page.
5. Once done, click on Save customization.
6. Enter the details, then Save.

You can also check out this article for more information: Memorize reports in QuickBooks Online.

After that, you can access your memorized report from the Custom reports tab.

1. Click on Reports.
2. Tap on Custom report.

Additionally, you can get more hints while managing your reports in QBO from this material: Run reports in QuickBooks Online.

On the other hand, these links will give your more insights about how your books move from QBDT to QBO:

• Move your QuickBooks Desktop file to QuickBooks Online
• Learn how features and data move from QuickBooks Desktop to QuickBooks Online

I'm a few clicks away to help if you have other questions while working with our QuickBooks transactions or reports. Just leave a comment below. Keep safe!