Migration check

Bring the Desktop export you already have.

In QuickBooks Desktop: Reports → Sales → Sales by Rep Detail, then Export to CSV. Drop it here and we'll read it back to you: which reps it names, how many documents carry a rep, and the revenue behind them. No QuickBooks connection, no account, no card.

Your Sales by Rep Detail export.

What this does and doesn't tell you. It reads the file only; the picture Desktop had. It cannot tell you what survived the conversion, because that needs your QuickBooks Online data to compare against; connecting your company turns this into the full migration check, which reports per document whether the rep came through. Your file is parsed and discarded; we don't store it.

The written guide, free and useful on its own: what the migration does to the rep field.