Here is a list of features and their likelihood to convert or not when you are switching to the online version of QuickBooks. But before converting, you should know how much work it’s going to take to get your records in working order in the new online system. QuickBooks Online gives you that freedom. Note: When you make a template inactive, you can no longer use that template when creating an invoice.QuickBooks Desktop will always be my favorite software product I suggest to my clients to use for their daily bookkeeping and payroll services, but sometimes clients want the ability to use and see their accounts no matter where they are. Go to Invoices and verify the desired template is the only one that is active. Right-click on all non-used invoices and select Make Template Inactive (you should have only one active invoice template).
Quickbooks Desktop Vs Online 2017 Download Versions OfBank account numbers and notes are not converted. For accounts where the detail type is obvious (for example, Undeposited Funds), the conversion process assigns the detail type, but for accounts where it isn’t clear what the detail type should be (the majority of accounts are like this), the conversion process assigns a generic detail type within the normal type, which can be edited later. 5 hours ago Free Online QuickBooks Desktop Pro Training: A picture of the interface for the DVD or digital download versions of the 'Mastering QuickBooks Desktop Pro Made Easy v.2021' tutorial, on which our free training is based.Free Online QuickBooks Desktop Pro Training: Additional QuickBooks Online has the normal account type such as Bank, Accounts Receivable, Other Assets, Equity, Income and so on, but it also has an additional level of account type called the “Detail Type” which allows you to sub-categorize your accounts within your chart of accounts. 8 hours ago Getallcourses.net Related Courses.Closing Date:Your Desktop closing date is converted, but the password associated with that Desktop closing date does not convert. Budgets:Budgets are available ONLY in the QuickBooks Online Plus version and only the Profit and Loss budget types convert to QuickBooks Online. The address on the fill payment check is replaced by the Supplier Address in the Supplier List. Bills and Bill Payments:Bills – Item receipts are converted to Bills, but the Bill Received checkbox is not converted.Bill Payments – The discount applied to a bill in the Desktop version is converted as a Supplier Credit. Audit Trail:The audit trail of previously entered transactions does not convert from Desktop to Online, but QuickBooks Online has its own automatic Audit Log with a detailed audit trail of every transaction that is added or changed, as well as the log in/out of users accessing the file. Your QuickBooks online account wherever you go, and it works from a PC, Mac.Attachments saved in your QuickBooks Desktop file are not converted to the Online version.![]() Finance Charges:Existing finance charges are converted to invoices in QuickBooks Online with no data loss. Estimates:All estimates are converted, but active ones will be marked as “Closed” and inactive estimates will be marked as “Rejected” because once converted, the estimates used for progress invoicing will have no link to the invoices that were created in the Desktop version. Documents:All documents listed under the Company Menu do not transfer along with attachments associated with those documents. Discounts taken from suppliers for early payment of bills are converted as supplier credits and applied to the supplier’s outstanding balance. Firefox for mac pop up blockerEach item of the group will appear on a detailed line when you view the transaction. For purchase transactions, all components of the group items are converted. For sales transactions, group items will convert as Bundles. Group Items:If you have group items in your Desktop file, they are converted to the Products & Services Lists. Only Desktop of Windows, not Mac, can export inventory to QuickBooks Online. Inventory:Inventory is only available in QuickBooks Online Plus using the First-in-First-out (FIFO) method in accrual. If there is no balance tied to the names, they convert as inactive (called “deleted”) in QuickBooks Online. Inactive Elements on Lists:If you have accounts, customers or vendors marked as inactive in your QuickBooks Data file with an open balance, they are converted to QuickBooks Online Plus as regular, “active” elements. Group totals will show on the last line of the invoice in the description field. The top line shows the group name and the bottom line shows the group description. This translation occurs only if QuickBooks Online cannot recreate the original transaction for example, a check that uses an income account instead of a bank account as its source account. In rare instances, transactions (such as checks and invoices) in your QuickBooks file are converted into general journal transactions. You can’t make a journal entry billable in QuickBooks Online. These include estimate quantities, estimate rates, estimate amounts, prior quantities, prior average quantities, prior average rates, rate, prior amounts, prior percentages, current percentages and total percentages.The only piece of information that isn’t converted is a journal entry’s billable status. Invoices:Because there are some features in QuickBooks Desktop that aren’t available in QuickBooks Online, the following invoice data is “translated” when it is converted:Subtotals do not compute, but are included in the description field for that line on the invoice.Progress Invoices (invoices based on estimates) and their extra fields are not converted. Intuit will bring over your current item quantities, item accounts and details, and you will not need to do any work to your inventory after importing. ![]() Bank rules are also not converted. Online Banking:Bank and credit card accounts set up for Bank Feeds lose their connection once converted. Transactions with three different currency types do not convert to Online at this time. Usernames and passwords do not convert. Password:QuickBooks Online requires each user who has access to a company file to provide a password when logging in. All “other” names in your Desktop data file are converted as ‘Suppliers’. Other Names:There is currently no Other Names List in QuickBooks Online. However, you can use an app to continue paying bills online. Pending Sales:QuickBooks Online currently doesn’t have a way to mark a sale as “Pending.” Pending transactions from the Desktop data file are NOT converted to QuickBooks Online. Liability refunds, adjustment transactions, and opening balance transactions that affect accounts convert to ‘Journal Entries’. Payroll Items:Transactions and the payroll account are converted in order to balance your books, but details behind the transactions (such as payroll item breakdown and employee year-to-date numbers) do not convert. Since Desktop has more payroll features, some of the information may be dropped, including pay types and employee personal information. Payroll information is limited during the conversion process and payroll checks will come over as regular checks, so you will need to enter past payroll totals (year-to-date payroll information) for each employee. Purchase Orders:Purchase orders are only available in QuickBooks Online Plus. Progress Invoicing:This is currently an option for all versions of QuickBooks Online and do convert. Printing Mailing Labels:Printing mailing labels in not an option in QuickBooks Online, so they do not convert. Price Levels:Price levels are not converted because QuickBooks Online currently doesn’t have a way for you to automatically adjust prices of items (which are called products and services in the QuickBooks Online version). QuickBooks Payments:You will have to create a new QuickBooks Merchant Service account and will have to close your Desktop one when ready.
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