I've used QB for years for my personal business and recently upgraded to the online version. For that business, I like it and it suits my needs.
Our bookkeeper for the rental business is retiring. She used Quicken 2002. I managed to get everything imported in a trial version of QB desktop, then into a QB online account. What a mess! Everything looked good in the desktop version, but once imported into the online version, I was lost. and I am familiar with the online version because of I use ot for my design business.
Anyways, every single transaction was defaulted to either an open transaction, or open invoice. I realize you are supposed to match all transactions in the online version. But it doesn't seem that simple to me.
Example: Grass cutting expense for September shows as a refund being due ( in the open transaction that the online version defaulted it to ) to the vendor who performed the service. Vendor was already paid by check. I need to match it to get it into my check registry. But If it shows as a refund, isn't that going to make a mess of things if I match it?
I'm so bummed. I am thinking I should ditch the online version. Just curious if anyone else has had any luck with the online version?