#How to use quickbooks desktop pro 2017 software
#How to use quickbooks desktop pro 2017 code
#How to use quickbooks desktop pro 2017 password
#How to use quickbooks desktop pro 2017 plus

QuickBooks Online currently doesnвЂ™t have an automatic way to assess finance charges for late customer payments, but you can run a report to see which customers are overdue and then manually add finance charges that will appear on the customerвЂ™s next invoice. Finance Charges:Д®xisting finance charges are converted to invoices in QuickBooks Online with no data loss. Estimates:ДЄll estimates are converted, but active ones will be marked as вЂњClosedвЂќ and inactive estimates will be marked as вЂњRejectedвЂќ because once converted, the estimates used for progress invoicing will have no link to the invoices that were created in the Desktop version. Documents:ДЄll documents listed under the Company Menu do not transfer along with attachments associated with those documents. Discounts taken from suppliers for early payment of bills are converted as supplier credits and applied to the supplierвЂ™s outstanding balance. Discounts already given for early payments are converted as credit memos and applied to the customerвЂ™s outstanding balance. See chart below for conversion details:ДЄlthough Terms can specify the discount to be given in the event of early payment of invoices, QuickBooks Online doesnвЂ™t automatically compute discounts when a payment is received.

#How to use quickbooks desktop pro 2017 code

The entire Ship to Address is placed in the mail address field, leaving the City, State and Zip Code blank (edit later). Not all customer details and job information, however, is converted. вЂSales RepвЂ™ converts to a custom field on the sales forms. In QuickBooks Online Essentials and Plus, you can add up to three custom fields on sales forms and transactions themselves. QuickBooks Online currently doesnвЂ™t support custom fields on customers, suppliers, employees or items, so they do not convert. Bill payments made by credit cards are converted to bill payments. Credit Card Charges:Д¬redit card charges are converted into an Expense.

#How to use quickbooks desktop pro 2017 password

Your Desktop closing date is converted, but the password associated with that Desktop closing date does not convert.

#How to use quickbooks desktop pro 2017 plus

Budgets:Д«udgets are available ONLY in the QuickBooks Online Plus version and only the Profit and Loss budget types convert to QuickBooks Online. The address on the fill payment check is replaced by the Supplier Address in the Supplier List. Bills and Bill Payments:Д«ills вЂ“ Item receipts are converted to Bills, but the Bill Received checkbox is not converted.Д«ill Payments вЂ“ The discount applied to a bill in the Desktop version is converted as a Supplier Credit. The audit trail of previously entered transactions does not convert from Desktop to Online, but QuickBooks Online has its own automatic Audit Log with a detailed audit trail of every transaction that is added or changed, as well as the log in/out of users accessing the file. Attachments:ДЄttachments saved in your QuickBooks Desktop file are not converted to the Online version.

Bank account numbers and notes are not converted.

For accounts where the detail type is obvious (for example, Undeposited Funds), the conversion process assigns the detail type, but for accounts where it isnвЂ™t clear what the detail type should be (the majority of accounts are like this), the conversion process assigns a generic detail type within the normal type, which can be edited later. QuickBooks Online has the normal account type such as Bank, Accounts Receivable, Other Assets, Equity, Income and so on, but it also has an additional level of account type called the вЂњDetail TypeвЂќ which allows you to sub-categorize your accounts within your chart of accounts. Here is a list of features and their likelihood to convert or not when you are switching to the online version of QuickBooks. But before converting, you should know how much work itвЂ™s going to take to get your records in working order in the new online system. QuickBooks Online gives you that freedom.

#How to use quickbooks desktop pro 2017 software

QuickBooks Desktop will always be my favorite software product I suggest to my clients to use for their daily bookkeeping and payroll services, but sometimes clients want the ability to use and see their accounts no matter where they are.