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camille030287
Level 1

How to transfer client data from QB Desktop to QB Online?

 
1 Comment 1
Fiat Lux - ASIA
Level 15

How to transfer client data from QB Desktop to QB Online?

If your client is using QB Desktop 2017 or older, try open the data file on the trial license of QBD 2020.

https://quickbooks.intuit.com/learn-support/en-ca/getting-started/download-a-trial-of-quickbooks-des...

 

Then ensure your client has open a QBO account prior to proceed.

https://quickbooks.grsm.io/Canada

 

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