

How can you repair a file using the Rebuild Data tool? The first way to try to repair the file is to use the Rebuild Data tool.

Selecting Rebuild Now will launch the Rebuild Data tool.

If you get the message, "QuickBooks found some problems with your company file, but don't worry! You can fix most issues by rebuilding your company file. How do you check that the company file is in good shape? To check that the file is in good shape, select File followed by Utilities (or Maintenance), then select Verify Data. QuickBooks Online will begin to track new exceptions from the date of the conversion If your client needs to keep a balance sheet budget, they'll have to use a third-party app to track it - Closing date password and accumulated closing date exceptions - Although the closing date is converted to QuickBooks Online, the closing date password and accumulated closing date exceptions aren't. Memorized reports - you'll need to recreate these in QBO - QBD's audit trail - you can print the QBD file's audit trail or retain the QBW data file as an archive - The connection to your QuickBooks Payments merchant service account - You need to disconnect/unlink the merchant service account from QuickBooks Desktop, then manually connect/link it to QuickBooks Online - Balance sheet budgets (although Profit & Loss budgets do convert) - Balance sheet budgets aren't a feature of QuickBooks Online. (If you're converting to QuickBooks Online Advanced, you'll still want to review any permissions after the conversion) - Reconciliation reports (although the status does convert) - If you want the reports from QuickBooks Desktop, you can save each one as a PDF or print them out. (What doesn't convert - what you can do) - Custom sales form templates for estimates, invoices, and sales receipts - You can use the default template in QBO, create a new one, or import a style created in Microsoft Word - The bank connection and the downloaded bank activity for review, linked to transactions - You need to manually connect bank and credit cards in QuickBooks Online - QuickBooks users and permissions (However, if you are migrating to QuickBooks Online Advanced, users may migrate with appropriate permissions) - You need to manually set these up in QuickBooks Online Plus or Essentials.
