Which fields in QuickBooks Desktop move to QuickBooks Online?
The most important step in moving your data from QB Desktop to QB Online is making sure your information is clean and easy for QB Online to import.
The image below shows a sample customer in QB Desktop. The fields highlighted in green are the ones that transfer to QB Online easily.
The field in yellow transfer but need to be cleaned up in QB Online before they can be used properly.
What does it look like in QuickBooks Online?
After you export your file to QB 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.
Now you're ready to import your QuickBooks Desktop data into QuickBooks Online.
Learn more about how Housecall Pro easily integrates with your Quickbooks Online account.