If you're migrating from QuickBooks Desktop, this comprehensive list of features can help you understand if your data is simply not supported, or why it has changed.
|Note: While you’re trying QuickBooks Online, we highly recommend keeping your data file in QuickBooks Desktop. We also suggest that you maintain your transactions on both sets of books until you determine if QuickBooks Online is right for your business. Also, pay close attention if you have recurring transactions.|
Want a condensed version of this list?
For a condensed version of this list, check out What's not imported when you move from QuickBooks Desktop to QuickBooks Online?
How to confirm if a feature is not converted
- Open your browser's Find function using Ctrl+F (Windows) or Cmd+F (Mac), or from your browser's menu.
- Enter keywords related to your missing data type to see if they're included in our list of import limitations (Examples of keywords include: reconcile, online bill payment, and estimate).
- If they are included, read the explanation to see if it answers your question.
- If they aren't included, please use the in-product feedback to let us know.
Size limitations when converting from QuickBooks Desktop to QuickBooks Online
- While QuickBooks Desktop Enterprise and QuickBooks Online don't have list limits, a size limit exists when you convert from Desktop to Online. To convert to QuickBooks Online, your Desktop company file must have less than 500,000 targets.
- To determine how many targets are in your file, press F2 or Ctrl+1 on your keyboard, then check Total Targets under File Information.
List of features not specifically converted
- Chart of Accounts
- Audit Trail
- Bill Payment
- Closing Date
- Credit Card Charges
- Custom Fields on Lists
- Customers and Jobs
- Group Items
- Inactive Elements on Lists
- Journal Entries
- Memorized Reports
- Online Banking
- Online Bill Payment
- Other Names
- Payroll Items
- Pending Sales
- Price Levels
- Print Mailing Labels
- Progress Invoices
- Purchase Orders
- QuickBooks Payments
- Receive Items
- Recurring Transactions
- Reimbursable Expenses
- Report Customization
- Sales Rep
- Sales Tax and Value-Added Tax (VAT)
- Ship Via
- Shortcut List
- Tax Support
- Type: customer, supplier, job
- To Do list
- Users and Permissions
- Write Letters
Chart of Accounts
- The bank account number (if any) and notes (if any) are not converted.
- QuickBooks Online has an additional level of account typing called the "Detail Type."
- For accounts where the detail type is obvious (for example: Undeposited Funds), the conversion process assigns that detail type.
- For accounts where it isn't clear what the detail type should be (the majority of accounts are like this), the conversion process assigns a generic detail type within the type, such as Other Miscellaneous Income which can be edited later.
- The audit trail in QuickBooks Desktop is not converted to QuickBooks Online.
- QuickBooks Online has its own automatic Audit Log with a detailed audit trail of every transaction that is added or changed, and the log in/out of users accessing the file.
Bills and Bill Payments
Bills: Item receipts are converted to Bills. The Bill Received checkbox doesn't convert.
Bill payments: The discount applied to a bill in QuickBooks Desktop is converted as a Supplier Credit. The address on the bill payment cheque is replaced by Supplier address in Supplier list.
Your QuickBooks Desktop closing date is converted but the password is not.
Credit card charges
- Credit card charges in QuickBooks Desktop are converted into an Expense in QuickBooks Online.
- Bill payments made by credit card are converted to bill payments.
Custom fields on lists
- QuickBooks Online currently doesn't support custom fields on customers, suppliers, employees, or items.
- In QuickBooks Online Essentials and Plus, you can add up to 3 custom fields on sales forms & transactions themselves.
- Your custom fields from QuickBooks Desktop will not be converted.
- "Sales Rep" converts to a custom field on sales forms.
Customer and Jobs
- All of your customers in QuickBooks Desktop are converted to QuickBooks Online, including sub-customers.
- Your jobs are converted to "sub-customers."
|Note: Not all of your customer detail and job information is converted.|
- Company Name
- First Name
- Last Name
- Alt Ph.
- Invoice to Address (Note: Up to 4000 characters)
- Ship To Address (Note:The Ship To Address converts, but not perfectly. The entire address will be placed in the main address field, leaving City, State/Province, Postal Code/Postal Code, and Country blank.)
- Tax code/item
- Preferred Payment Method
- Inactive status (this status remains as long as there are no unbilled charges imported)
- Alt. Contact
- Customer Type
- Price Level
- Custom Fields
- Credit Limit
- Job Status
- Start Date
- Projected End
- End Date
- Job Description
- Job Type
- Credit Card Information