QuickBooks Desktop to Online Conversion Help
Converted to QuickBooks Online, but your books still aren't right?
Moving from QuickBooks Desktop to QuickBooks Online isn't always as simple as transferring your company file. Maybe you've already completed the conversion. Maybe you've spent hours working with QuickBooks support. But your balances still don't match, accounts won't reconcile, transactions are duplicated or missing, or your financial reports simply don't look righ
That's where I can help. I'm a CPA with extensive QuickBooks and bookkeeping experience, and I specialize in identifying and correcting accounting problems inside QuickBooks Online, including problems that surface after a Desktop-to-Online conversion.
Stop spending hours trying to figure out why QuickBooks doesn't balance.
You moved to QuickBooks Online expecting things to get easier. Instead, you may be dealing with:
You may have already contacted QuickBooks support and spent hours troubleshooting without getting your accounting records where they need to be.
The problem may no longer be the software. It may be the accounting inside the software.
QuickBooks is an accounting platform, but getting your company file converted doesn't necessarily mean your accounting records are correct.
After a Desktop-to-Online conversion, your books should be reviewed to make sure your financial information transferred properly and that your new QuickBooks Online file reflects the actual financial activity of your business.
As a CPA and experienced QuickBooks professional, I look beyond whether the software is functioning. I review whether the accounting is correct.
That can include comparing financial statements, reviewing beginning balances, reconciling bank and credit card accounts, identifying duplicates, reviewing balance sheet accounts, correcting transaction classifications, and determining why your books don't tie to your actual statements.
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You're not alone.
QuickBooks support can help with migration tools and software-related issues, but some post-conversion problems require accounting knowledge—not another software troubleshooting session.
If your QuickBooks Online account is running but your numbers still don't make sense, I can review the accounting behind those numbers and determine what needs to be corrected.
You don't have to keep trying random fixes and hoping the numbers eventually balance.
Financial Statement Comparison
I can compare your QuickBooks Desktop and QuickBooks Online Balance Sheet and Profit & Loss reports to identify differences created during or after the conversion.
Bank & Credit Card Reconciliations
Your QuickBooks balances should tie to your actual bank and credit card statements. I review beginning balances, prior reconciliations, outstanding transactions, duplicates, and other discrepancies preventing accounts from reconciling.
Duplicate & Missing Transactions
Connecting bank feeds or importing historical transactions can sometimes create overlapping or missing activity. I identify the transactions causing your balances to be incorrect and determine the appropriate accounting correction.
Balance Sheet Cleanup
I review accounts such as bank accounts, credit cards, loans, fixed assets, Accounts Receivable, Accounts Payable, payroll liabilities, Undeposited Funds, and other balance sheet accounts that may require correction.
Chart of Accounts Review
QuickBooks Desktop and QuickBooks Online don't always organize accounts exactly the same way. I review your chart of accounts and help simplify or correct accounts that aren't properly structured.
QuickBooks Online Setup
Once the historical accounting is corrected, I can help organize your QuickBooks Online file so you have a cleaner foundation going forward.
A messy conversion doesn't necessarily mean you need to abandon your QuickBooks Online company and start from scratch.
Before
Deleting transactions
Creating journal entries
Opening additional accounts
Attempting another conversion
Making additional changes without identifying the underlying problem can make cleanup more difficult.
My approach
LH Bookkeeping & Tax provides virtual QuickBooks cleanup and troubleshooting services to businesses nationwide.
You'll work directly with a CPA who understands both QuickBooks and the accounting behind your financial statements.
Whether you recently converted from QuickBooks Desktop or have been struggling with QuickBooks Online for months, I can help determine what went wrong and get your books back on track.
Stop fighting with QuickBooks. Let's figure out what's actually wrong.
Schedule a QuickBooks ReviewWe're committed to providing the highest level of accuracy, transparency, and efficiency, so you can focus on what you do best — growing your business.
If you'd like to see feedback from other clients, you can find reviews by searching for "LH Bookkeeping in Charlotte, NC" on Google.
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