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Data Migration & Importing Data Flashcards

7 cards from real QBO practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Data Migration & Importing Data flashcards as text

  1. A client is new to QuickBooks Online and has entered some test data. What happens when a Desktop file is imported into that QBO company within the allowed window?

    Answer: All existing QBO data is replaced by the Desktop data

    Importing a Desktop file overwrites the QBO company, removing the data that was already there.

  2. How long after a QuickBooks Online company is created can a Desktop company file usually be imported into it?

    Answer: 60 days

    Intuit generally allows a Desktop file to be imported into a QBO company within 60 days of the subscription start.

  3. A Desktop file has multicurrency turned on. What happens in QuickBooks Online after the conversion?

    Answer: Multicurrency is turned on and can't be turned off

    Multicurrency carries over enabled, and QBO doesn't allow multicurrency to be turned off once it's on.

  4. Which Desktop item does NOT convert to QuickBooks Online and should be saved or exported before migration?

    Answer: Previous reconciliation reports

    Transactions keep their reconciled status, but past reconciliation reports don't carry over, so they should be saved as PDFs first.

  5. In QuickBooks Desktop, Customer:Job records are used to track jobs. How do jobs usually appear after conversion to QuickBooks Online?

    Answer: As sub-customers (which can be converted to projects)

    Jobs come over as sub-customers under the parent customer, and they can then be turned into Projects if that feature is used.

  6. After setting up bank and credit card opening balances in a new QBO company, which account usually holds the offsetting amounts and should be closed out later?

    Answer: Opening Balance Equity

    Opening balances post to Opening Balance Equity, which the accountant should reclassify to the proper equity accounts.

  7. After a Desktop conversion, a ProAdvisor reconciles the checking account for the first time in QBO. What should the beginning balance equal?

    Answer: The ending balance of the last reconciliation done in Desktop

    Reconciled status carries over, so the first QBO reconciliation should start from the last reconciled ending balance in Desktop.

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Sources & references

Exam facts on this page (fees, format, dates, passing scores) are checked against these official sources; the date is our last check. Editorial policy

  1. quickbooks.intuit.com — Eligibility, retake policy, test delivery, renewal · verified Oct 2026