How do you fix the migrated balances that don't match from desktop to online?

Hello there, brian. We understand that you are facing issues with migrated balances not matching between QuickBooks Desktop (QBDT) and QuickBooks Online (QBO). We are here to help you resolve this problem.

When you move your data from QBDT to QBO, there can be differences in how your books appear, including terminologies, features, items, lists, preferences, reports, and transactions. This is because the migration process involves moving data from one platform to another, and there may be some differences in how the data is presented. 

To fix this, we suggest comparing the Profit and Loss and Balance Sheet reports in QBO and QBDT. This will ensure that your data has been copied correctly. Additionally, you should review the transactions in the bank register to identify the root cause of the discrepancy. By doing so, you can ensure that your financial data is accurate.

When running your reports, ensure that the Report period is set to All Dates, the Accounting method is set to Accrual, and check the balance of each of your Accounts Receivable (A/R) and Undeposited Funds accounts. These settings will ensure that you are viewing all of the data in your books, and that the data is presented accurately. 

Once you have determined the root cause of the issue, you can make the necessary adjustments. We recommend that you consult an accountant for further guidance, as they can provide personalized advice based on your specific business needs.

If you don't have an accountant, we can assist you in finding one. Please refer to this article for more information: Find an Accountant

Furthermore, this article provides more details and information about the steps you should take after moving from QBDT for Windows or Mac to QBO, to ensure that your data is accurate: Learn what to do after you move from QuickBooks Desktop to QuickBooks Online

Finally, consider checking out this article for future reference on how to fix errors when you move from QBDT to QBO: Fix errors when you move from QuickBooks Desktop to QuickBooks Online

If you have further questions about balances in QBO , please do not hesitate to reach out to us. We are always here to help you. Have a good one. 

@brian-gerosareco 

You can run the comparative trial balance report to find the discrepancies and use JE to fix it.