Banks must be re-reconciled (but transactions already transfer as cleared). Discount items and payment items do not transfer.Other charge items transfer over as service items.Rep, Ship Via, other field, FOB, Ship Date, Data from transactions do not transfer over.Header custom fields used in templates do not transfer over.Memorized Reports do not transfer over.Memorized transactions do not transfer over.You can customize the templates in QBO, but the customization feature are extremely limited. Your custom PO, Estimate, Sales Receipt, Credit Memo and Invoice templates do not transfer over.If you are using the payroll feature in QB Desktop, YTD payroll information per employee needs to be reentered, together with W4 and Direct deposit information.Pending invoices do not transfer to QBO.Ability to make inventory value adjustments moving forward.If you have sub-items, parent items comes in as “categories”, but the functionality is identical.Min/Max Levels do not transfer to QBO, but QBO does have a reorder point field that you have to reenter manually.
Inventory assemblies and Bill of Materials are not in QBO.Item Pictures do not transfer to QBO, but there is an item picture feature available in QBO that you can upload one by one.Unit of Measures, does not transfer to QBO.Item level custom fields do not transfer to QBO.Manufacturer Part Number (MPN) do not transfer to QBO.Barcodes and lot/serial numbers is not a feature available in QBO.All inventory resides in a single location. All purchase orders, however the purchase order feature is available for creating new POs moving forward.All open sales orders and the sales order functionality all together.