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QuickBooks Online Conversion to Desktop Part 2

I have had a few more clients contact me regarding switching from the Online version of QuickBooks to the Desktop version of QuickBooks. There are a lot of little ‘gotcha’s that can cause the data not to be transferred over. I’ve posted some of these issues in a previous post; http://www.pnatc.com/quickbooks-online-conversions-to-desktop but have since discovered a few more oddities. One of the stranger ones was having a Customer:Job that had the exact name as a different customer. Both QuickBooks Online and QuickBooks desktop support this, so I was shocked when I saw this. For example, let’s say you have a customer called “Presti & Naegele”, with a sub job called “Travis”. If I have another customer on my list called “Travis” just by themselves, the online version gets confused when exporting. What it seemed to do was to add some sort of number to the end of the subjob, so instead of being called “Presti & Naegele:Travis” it was “Presti & Naegele:Travis{331}”. I have no idea where it got the number from, though. The solution to this, is to change the name so it’s different. Changing the sub job to “Presti & Naegele:Travis2″ before the export fixed this issue.

About Travis Trudeau

Travis has been a Consultant with Presti & Naegele since October 2007. He has worked with companies in a variety of industries, specializing in QuickBooks Point of Sale. An Advanced Certified QuickBooks ProAdvisor since 2008, he also has extensive knowledge of QuickBooks Financial software and third party integration solutions. Travis is an expert in QuickBooks SDK and creates various custom applications for his clients. Prior to working at Presti & Naegele, he worked for Intuit as a Technical Support Representative and was part of the advanced support team.In his spare time he does computer programming and is currently learning to develop for Apple’s iPhone and iPad devices.
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