All Collections
QuickBooks Online
Migrating from QuickBooks Desktop to QuickBooks Online?
How To Prepare Your QuickBooks Desktop Data For QuickBooks Online
How To Prepare Your QuickBooks Desktop Data For QuickBooks Online

Review the data in QuickBooks Desktop prior to moving that data into QuickBooks Online.

Angel avatar
Written by Angel
Updated over a week ago

Which fields in QuickBooks Desktop move to QuickBooks Online?

The most important step in moving your data from QuickBooks Desktop to QuickBooks Online is making sure your information is clean and easy for QuickBooks Online to import.

The image below shows a sample customer in QuickBooks Desktop. The fields highlighted in green are the ones that transfer to QuickBooks Online easily.

The field in yellow transfer but need to be cleaned up in QuickBooks Online before they can be used properly.

 

What does it look like in QuickBooks Online?

After you export your file to QuickBooks Online, you can view any customer and see the information. The image below shows the fields that have successfully transferred over highlighted in green. The field highlighted in yellow needs to be corrected to look like the billing address. This will prevent any errors when the information is imported to HouseCall Pro.

 

Learn more about how Housecall Pro easily integrates with your Quickbooks Online account.

Did this answer your question?