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Experienced Member

My 1st QuickBooks Desktop Client

Hi Community,


I am a brand new ProAdvisor with Quickbooks Online but unfortunately my 1st client is using Quickbooks Desktop and purchased Desktop Pro.  I am planning to start Desktop training to be certified as well. However in the mean time, I need to help my lovely client. Could you please guide me the right way??


Thank you.

QuickBooks Team

Re: My 1st QuickBooks Desktop Client

Greetings, JolinMahay.

I’m happy to see one of our Quickbooks Online ProAdvisors here in the Community. I want to ensure your client’s concern about using the desktop is properly addressed.

Just to clarify, what specific processes are you trying to accomplish? While waiting for your response, I’m adding a link where you’ll find articles for each topic available in QuickBooks Desktop.

However, if you’re unable to find it, I appreciate if you can provide more details about the issue. This way, I'm able to provide you with the best resolution.

Thanks for reaching out, I look forward to hearing from you again. Wishing you the best.