by Nathan Travers | Jul 9, 2025 | QuickBooks Online Post-Conversion Tasks
Services We mention in the limitations that all stock will be converted as services. If you’re happy with this, please review the services and amend the nomial account code as necessary. If you require stock / inventory instead of services you could try...
by Nathan Travers | Sep 4, 2024 | QuickBooks Online Post-Conversion Tasks
FreeAgentCorporation Tax Calculations If you’re a company that converted from FreeAgent, the automatically posted journals relating to corporation tax won’t have been converted. The only one of these journals we do convert is where the year end has completed but the...
by Nathan Travers | Nov 22, 2023 | QuickBooks Online Post-Conversion Tasks
Tidy foreign currency (if applicable) The recommendations below may not always be required or optimal for your user case. Please read them carefully and consider if they are relevant to you before attempting to apply them. All bank accounts will be in base currency so...
by Nathan Travers | Nov 22, 2023 | QuickBooks Online Post-Conversion Tasks
Undeposited Funds (QuickBooks Desktop) If converting from QuickBooks Desktop an “Undeposited Funds (old)” bank account will be created during the conversion. This will appear in addition to the system Undeposited Funds account. Your desktop undeposited...
by Nathan Travers | Nov 22, 2023 | QuickBooks Online Post-Conversion Tasks
Clean up VAT/Tax Note that when preparing your first VAT/tax return in QuickBooks Online, it won’t include any unfiled “late” claims that were entered in your source software and may be incorrect if we’d had to use some workarounds. We...
