When importing from Old Ledger to New Ledger, a live summary is provided showing you the progress and results of the transfer of each type of data that is migrated. You may see the import report some records as invalid and/or skipped. Below is a list of situations where you might see this and what, if any, action is required.
Invalid: Budgets
It is not uncommon to see a number of invalid budgets in a migration. This generally means that an account or accounts were deleted or deactivated at some point in the past, so the budgets that were created for those accounts is no longer relevant. Those budgets will not be imported.
No action is required in this situation.
Skipped: Transactions
There are system-generated transactions in Old Ledger that created beginning balances when a fiscal year was closed out. Those will not be migrated, as those transactions are re-created in New Ledger.
No action is required in this situation.
Skipped: Recurring transactions
New Ledger requires that recurring transactions be created from an existing transaction. A transaction in Old Leger that wase created as recurring without being based on an existing transaction cannot be migrated, and will be listed as skipped.
For any of those skipped recurring transactions, you can find the last transaction that was created from it in Old Ledger, and make it recurring in New Ledger.