Hey tlcbuck,
I'm glad to hear you're planning on joining the QuickBooks Online family! The cloud-based platform really excels as a way to work together with your bookkeeper. Everything is stored online, so you can be confident that everyone is seeing the most current version of your books. We have several options to help you convert your file, and I'll be happy to help you get started.
If you're migrating over from QuickBooks Desktop, you can start the process right from your file. Simply open the Company menu and select Export Company File to QuickBooks Online to transfer your data. Check out this great guide for additional steps and information: Move your QuickBooks Desktop file to QuickBooks Online
To import from other software, this article details the compatible files and how to submit a request with our Data Services team: Import from QuickBooks Desktop and other software to QuickBooks Online
Once your company is transferred over, you're all set to invite your bookkeeper in just a few easy steps:
- Click the Gear icon and select Manage users.
- Select Accounting firms.
- Select Invite.
- Complete the required fields and select Save.
Let me know how this goes! I want to make sure you're all set to start benefiting from the convenience of QuickBooks Online.
