Our former bookkeeper was doing our bookkeeping tasks on QB Desktop. She sent me the files and I have successfully created and migrated that Company file to a new QBO File.
While she was doing reconciliation, reporting etc in Desktop, we were also using a separate QBO account for invoicing, Time, Projects, and Payroll.
I want to know how to successfully migrate & merge the data from our former QBO account into the new QBO account that has her former desktop files imported.
That is, how can I avoid duplications/serious headache with this? The data she kept in the desktop files (which again, are now in a brand new QBO company file) did not include all the same info as she was not the one doing invoicing, sending estimates, or running payroll/managing QBTime for our employees. I want all of this in one complete file. I will also need to migrate everything from our former QBTime account to the new one.
