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Converting from QuickBooks Desktop to QuickBooks Online

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Updated at Nov 24, 2024
By Kali Patrick

Related Docs

  • QuickBooks Desktop Setup and Help
  • Set Up QuickBooks Online (QBO)
  • QuickBooks API Errors

Note: This document has been imported from the former KB and has not yet been verified.

 

If you're looking to convert from QuickBooks Desktop to QBO, please contact Syncro's support team at help@syncromsp.com. We support conversions when your QuickBooks Desktop company file is converted to QBO per Intuit's recommendations. There are also steps we need to handle on our end.

Important things to keep in mind when converting:

  • Ensure that invoices which synced from Syncro to QBD are finalized before converting to QBO.
  • Changes and/or payments made to these pre-migration invoices in Syncro will not sync over to QBO due to fundamental differences in how QBD and QBO work.
  • If payments need to be made to pre-migration invoices, you'll need to manually mark the invoice as paid in QBO; these invoice payments will not sync over.
  • To prevent confusion, we recommend recording the original reference number from the Syncro payment in QBO so there is no question about where the payment originated from.
  • It is normal for errors to appear in Syncro when a change is made to a pre-migration invoice. These errors are OK as long as the invoice is manually reconciled or kept track of in QBO.

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