What Types of Information Will Not Migrate to QuickBooks Online?

When moving to QuickBooks Online from another system (like desktop accounting software or spreadsheets), most core financial data transfers successfully — but not everything migrates.

Custom Templates

Custom invoice templates, sales forms, and detailed formatting designs typically do not transfer and must be recreated manually.

Audit Trail History

Detailed audit trail logs showing who edited transactions may not migrate.

Recurring Credit Card Charges

Saved recurring payment authorizations or merchant processing settings usually do not transfer.

Advanced Inventory Details

Serial numbers, lot tracking, barcode data, and certain advanced inventory configurations often do not migrate cleanly.

Custom Reports

Memorized or customized reports generally need to be rebuilt inside QuickBooks Online.

Attachments (Sometimes)

In some migrations, attached documents (like receipts or PDFs) may not transfer automatically.

Payroll History (Limited Cases)

Detailed historical payroll data may require special conversion or manual setup, depending on the source system.

Price Levels & Specialized Settings

Certain pricing rules, industry-specific features, and advanced settings may not convert.

Why This Matters

Before migrating, it’s important to review your existing data and create a checklist. Proper planning helps prevent reporting gaps and setup errors after conversion.