What to expect when you switch from QuickBooks Desktop to QuickBooks Online

When you switch from QuickBooks Desktop to QuickBooks Online, there are some things you should know. You may notice transactions are missing, or reports are different and don’t match. We’ll explain what converts to QuickBooks Online and what you can expect.

Check out the guide to switch from QuickBooks Desktop to QuickBooks Online for more.

How your books convert from QuickBooks Desktop to QuickBooks Online #

Assemblies #

Attachments #

Audit trail #

Bills and bill payments #

Budgets #

Chart of accounts #

Closing date password #

Credit card charges #

Custom fields on lists #

Customers and jobs #

Discounts #

Documents #

Estimates #

Finance charges #

Inactive items on lists #

Item receipts #

Inventory #

Invoices #

Journal entries #

Layout customization (sales from templates) #

Memorized reports #

Memorized transactions #

Multicurrency #

Online banking #

Online bill payments #

Other names #

Password #

Payroll #

Payroll items #

Pending sales #

Price levels #

Printed mailing labels #

Purchase orders #

QuickBooks Payments #

Receive items #

Reconcile #

Recurring transactions #

Reimbursable expenses #

Reminders #

Reports #

Sales tax #

Shortcut list #

Targets #

Terms #

Types: Customers, vendors, and jobs #

To do list #

Users and permissions #

Vendors #

Write letters #

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