Switching for QB desktop to QB online
We are moving from QB desktop to QB online and have several issues:
- We have not updated our categories and tags for a long time because of sync issues. We want to get those up to date when we migrate, but we only want the changes in those items to impact transactions going forward. The reason we stopped syncing with desktop was because every time we made a change to a tag or category it would impact old transaction and then employees would have to redo them. I am concerned about this issue when we migrate
- If our credit card is also linked to QB online how do we not get duplicate transactions when Expensify also syncs credit card transactions.
- I would appreciate any other tips related to getting this installed and functioning smoothly. Thanks!