As we mentioned previously, QuickBooks Desktop and QuickBooks Online are two completely different products. QuickBooks Desktop is available for Windows and iOS platforms, whereas QuickBooks Online is cloud-based software. With that said, there are several data points that will not convert to QuickBooks Online.
The following table provides a summary of the data that will not convert to QuickBooks Online, along with a workaround in QuickBooks Online:
|
QuickBooks Desktop data that will not convert to QuickBooks Online |
Workaround in QuickBooks Online |
|
Custom sales form templates for estimates, invoices, and sales receipts |
Create new templates using the built-in template layout designer. |
|
Bank and credit card connections, and downloaded bank activity pending review |
Re-establish a connection in QBO for all bank and credit card accounts. Review all transactions prior to proceeding with the conversion. |
|
QuickBooks... |