Thank you for joining this conversation, CBPP. I'm here to offer help according to your situation.
When importing inventory items into QBDT, they should also be categorized as inventory types. Given that QB POS is becoming outdated, I like to ask if you've created a backup before transferring data to QBDT.
Moving forward, converting your data, particularly the non-inventory items, from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) (as inventory items) is important to maintain precise data tracking for your business.
Before anything else, make sure to create a backup copy. Then, turn on the Inventory feature in your QuickBooks Online Plus or Advanced plan.
Then, I suggest checking this article for the complete details on how to transfer your data successfully: Import your QBDT file to QBO. Please note that this process will also bring non-inventory items into the online product.
After completion, you have two options to handle this scenario.
Option 1: Manually edit the Non-inventory to Inventory either prior to importing your data or after the data import process. If you want to do it in QBO, you can follow these steps.
- Go to the Sales menu.
- In the Product and services tab, find the item.
- Click Edit.
- Pick the Change type link above.
- Select Inventory.
- Hit Save and close to reflect the changes.
Option 2: Make the items inactive. Then, export the items from QBDT and import them to your QBO account. This let you use the inventory items in a fresh manner.
Furthermore, I suggest seeking advice from your accountant to assist you in reviewing your data and its presentation in your financial report. This is to ensure everything is accurate.
Just in case you need further help throughout the conversion process, you can give out to our Support Team. Within your QBO account, navigate to the Help icon and choose the Contact us option.
Reach out to me anytime if you have other concerns with QuickBooks Online. My goal is to ensure that you always achieve your desired outcomes in your bookkeeping. Take care and stay safe!
