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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.

But before converting, you should know how much work its going to take to get your records in working order in the new online system.

Here is a list of features and their likelihood to convert or not when you are switching to the online version of QuickBooks.

For accounts where the detail type is obvious (for example, Undeposited Funds), the conversion process assigns the detail type, but for accounts where it isnt 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.

The address on the fill payment check is replaced by the Supplier Address in the Supplier List.

Bill payments made by credit cards are converted to bill payments.

In QuickBooks Online Essentials and Plus, you can add up to three custom fields on sales forms and transactions themselves.

Not all customer details and job information, however, is converted.

Convert Quickbooks For Windows To Quickbooks Without Quickbooks For Windows Zip Code Blank

The entire Ship to Address is placed in the mail address field, leaving the City, State and Zip Code blank (edit later).

Discounts already given for early payments are converted as credit memos and applied to the customers outstanding balance.

Discounts taken from suppliers for early payment of bills are converted as supplier credits and applied to the suppliers outstanding balance.

QuickBooks Online currently doesnt have an automatic way to assess finance charges for late customer payments, but you can run a report to see which customers are overdue and then manually add finance charges that will appear on the customers next invoice.

For purchase transactions, all components of the group items are converted.

Each item of the group will appear on a detail line when you view the transaction.

The zero amount lines are at the start and end of where the group item was so you can see which items were part of the group.

The top line shows the group name and the bottom line shows the group description.

Group totals will show on the last line of the invoice in the description field.

If there is no balance tied to the names, they convert as inactive (called deleted) in QuickBooks Online.

Only Desktop of Windows, not Mac, can export inventory to QuickBooks Online.

When you select the option to import inventory, it will ask you to choose a date, which we will use to recalculate your inventory based on FIFO calculations.

Progress Invoices (invoices based on estimates) and their extra fields are not converted.

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.

In rare instances, transactions (such as checks and invoices) in your QuickBooks file are converted into general journal transactions.

How To Convert Quickbooks For Windows To Quickbooks For Mac Without Quickbooks For Windows