In an article published in August, I asked readers to submit stories of their migration experiences from QuickBooks Desktop to QuickBooks Online. We have received several stories and will publish them over the next few months.
We intended to allow readers to share their good and bad migrations, emphasizing any issues they encountered and how they were resolved.
Since those ProAdvisors submitting their experiences can choose various survey questions to answer, not all stories will contain the same information. Depending on how successful or messy the migration may have gotten, some stores will be shorter or longer.
Today’s migration story comes from Mario Hernandez, CPA of Miami Accountant, Inc., who submitted two experiences via a single survey.
We thought we would include both in the same article to show that when it comes to migrations, you sometimes have to be ready for the good, the bad, or maybe even the ugly.
Experience # 1: This past July, Mario had a case involving a QuickBooks Desktop file where the client's total targets were way beyond the allowed limit of 1.3M. To his surprise, the QuickBooks Desktop to QuickBooks online migration tool “worked like a charm.”
The migration tool successfully transitioned the desktop data to the online platform, and the QBO data was perfect. (The good result.)
Experience # 2: In this case, everything seemed to migrate perfectly because all the financials matched, and the bank recs for many bank and credit card accounts came over just fine. Because I thought everything was fine, I let the client begin working on the new QBO file.
Later, after the client had been working for a while, we discovered that all their invoices migrated into QBO as journal entries rather than invoices. Thousands of invoices were now journal entry transactions instead of invoice transactions.
At that point, it was too late to go back and start over because so much new data had been added to the QBO file, so we were stuck with this ugly result. After examining the details of the file, it appears that the conversion tool was not able to handle invoice transactions that had been posted using the QuickBooks Desktop Avalara sales tax add-in properly.
Insightful Accountant would like to thank Mario Hernandez, CPA, for allowing us to share these two migration stories with you.
Just because we have started publishing these stories doesn't mean we’ve stopped accepting them. If you have an exciting QBD to QBO migration story, good, bad, or ugly, head to our short survey page to submit your migratory encounter(s).