Your YTD payroll will need to be entered manually (usually by quarter so your liability payments will match). If you need help with this, please select yes below.

QBO uses the FIFO method and QuickBooks Desktop uses the Average Costing method.
How many Items do you have? You can find this information in the Lists menu.


Additionally, the use of purchase orders will require QBO Plus.

If you use different categories within a grouping, they will not convert to items.

Your data will not export correctly. This could cause the conversion to fail.

Sales tax information on invoices do not convert. A line item for sales tax will be added to each invoice. Sales tax items and rates will export as Service Items. They cannot be used as sales tax items in QuickBooks Desktop. The sales tax payments or adjustments will not export.

Customer credit card information will not convert to QuickBooks Desktop due to PCI Compliance. Also, a new Merchant Services account will need to be set up to use in QuickBooks Desktop. Our staff can assist with that task.