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Quickbooks Online Migration Account Number

Posted on by 5

I searched for a solution for this and no luck.

My goal is to migrate the data for Quickbooks Online.  The migration tool displayed an error that at least one account doesn't have an account number.  I went to QB Online and the setting was already set to have account numbers assigned.  So, I'm not sure what the error is referring to.  Any suggestions on what I should do?

  • Elly Walker Profile Picture
    Elly Walker 119 on at
    RE: Quickbooks Online Migration Account Number

    Try the Skyvia cloud service. It can migrate Quickooks Online data to Dynamics without coding. Read more here.

  • Damjan Zakojc Profile Picture
    Damjan Zakojc 431 on at
    RE: Quickbooks Online Migration Account Number

    Hi,

    I tried to migrate data from QuickBooks Desktop and I hade the same issue - at least one account does not have an account number. I found that all the credit cards do not have an account number assigned, so I asked Accountant, why is this so and if we can assign an account number, now. Accountant said that in the US a credit card does not have an account number, and of course, I did not want to mess up with already posted data in QuickBooks, so I will migrate data manually.

    I found out that QuickBooks by default does not assign a number to any account, therefor in my case all accounts are created with account name only i.e.: 100 - name of account - Type; 101 - name of account - type; but when it comes to the credit cards, there is no number in front of the name of account.

    If someone can cofirm that no historical data will be changed after account number is inserted, I would do that and export data, but for now, I will stick to the monkey work - manual migration the data.

    Thank you

    BR Damjan

  • Suggested answer
    Chris Bulson Profile Picture
    Chris Bulson on at
    RE: Quickbooks Online Migration Account Number

    Hello,

    I know with QB On-prem, we would just sort on the account number column and any blank ones would come to the top.  You may need to make sure you don't have a filter, or have it setup so that you see all Accounts.  Not as familiar with what is possible in this regards when working in QB Online.

  • Damjan Zakojc Profile Picture
    Damjan Zakojc 431 on at
    RE: Quickbooks Online Migration Account Number

    Hi,

    I am about to try to migrate data from QuickBooks Online later today.

    I'll keep you updated if I stumble upon some issues. Perhaps I'll be able to migrate the data and will write my experiences.

    Thank you

    BR Damjan

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