What Data Does Not Migrate to QuickBooks Online

When converting to QuickBooks Online from another accounting system, most financial data transfers successfully — but not everything moves over. Understanding what does not migrate helps prevent surprises after conversion.

First, custom templates and form designs (like invoices or sales receipts) typically do not transfer. You’ll need to recreate branding, layouts, and formatting manually in QuickBooks Online.

Second, custom reports and memorized reports usually do not migrate. While your raw data moves over, saved report settings must be rebuilt.

Third, certain advanced inventory details such as serial numbers, lot tracking, barcode data, and specialized costing configurations may not convert properly — especially from desktop systems.

Fourth, audit trail history and detailed user activity logs generally do not transfer. Only the final transaction data is migrated.

Fifth, attachments (like PDFs, receipts, and images) may not migrate automatically, depending on the source system and conversion method.

Sixth, recurring transactions and payment authorizations (such as saved merchant processing details) often require reconfiguration.

Finally, full historical payroll data may not completely migrate and sometimes requires summary balances or manual re-entry.

Why This Matters

Before migrating, review your current system carefully and create a checklist. Planning ahead ensures your financial reports remain accurate and your setup stays clean after moving to QuickBooks Online.