Data

Hello there, @Greg97. 

You can run one of your financial reports to check if your import is successful. Run a report, such as profit and loss, on an accrual basis in QuickBooks Desktop. Run the same report on an accrual basis in QuickBooks Online.

If your reports match, you can get started with QuickBooks Online. If your reports don’t match, You can check this guide again to know what happened to your data when you moved from QuickBooks Desktop to Online. If your reports still have issues, contact us. We can help you reach out to our Data Services team to fix report discrepancies.

We highly suggest you keep your data file in QuickBooks Desktop and maintain your transactions on both sets of books until you determine QuickBooks Online is right for your business.

Please note that you can import a company file within 60 days after signing up to QuickBooks Online. Follow the detailed steps on the Step 2 section of this article: Move your QuickBooks Desktop file to QuickBooks Online. 

You can read through what to expect when you switch from QuickBooks Desktop to QuickBooks Online.

Here are some of the links you'll want to check for more details:

• Frequently Asked Questions: Transfer data from QuickBooks Desktop, and other applications
• Import from QuickBooks Desktop and other software to QuickBooks Online

Keep on posting if you have more questions. We'll respond as soon as we can.

@Greg97 

Did you self convert or use a 3rd party service? Generate the trial balance report to compare both data.