QuickBooks Online will begin to track new exceptions from the date of the conversion If your client needs to keep a balance sheet budget, they'll have to use a third-party app to track it - Closing date password and accumulated closing date exceptions - Although the closing date is converted to QuickBooks Online, the closing date password and accumulated closing date exceptions aren't. Memorized reports - you'll need to recreate these in QBO - QBD's audit trail - you can print the QBD file's audit trail or retain the QBW data file as an archive - The connection to your QuickBooks Payments merchant service account - You need to disconnect/unlink the merchant service account from QuickBooks Desktop, then manually connect/link it to QuickBooks Online - Balance sheet budgets (although Profit & Loss budgets do convert) - Balance sheet budgets aren't a feature of QuickBooks Online. (If you're converting to QuickBooks Online Advanced, you'll still want to review any permissions after the conversion) - Reconciliation reports (although the status does convert) - If you want the reports from QuickBooks Desktop, you can save each one as a PDF or print them out. (What doesn't convert - what you can do) - Custom sales form templates for estimates, invoices, and sales receipts - You can use the default template in QBO, create a new one, or import a style created in Microsoft Word - The bank connection and the downloaded bank activity for review, linked to transactions - You need to manually connect bank and credit cards in QuickBooks Online - QuickBooks users and permissions (However, if you are migrating to QuickBooks Online Advanced, users may migrate with appropriate permissions) - You need to manually set these up in QuickBooks Online Plus or Essentials.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |