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Level 1

Transition to QB Online

Hi Friends,


I wanted to know about QB transition and if you could give suggestions



One of my client has taken QB Online subscription. But when I checked with the old accountant, I found out that he filed the returns on the basis of the Bank statements. After doing the Bank entries, he would sit with the Owner and directly incorporate the Adjusting entries in the Annual return without having any proper supporting of the same.



Now I have to take the company accounts forward in QB Online. So what is the best way to make the transition? 


Possible Options

One of the option I feel is that I enter all the opening balances as per Last Annual return filed and go forward with the bookkeeping of the current year. The cons will be that thee will not be any proper evidence of the transactions which have happened before this year.


I am looking forward to suggestions from the community in a manner where I can make the transition smoothly.


Thanks in Advance.


1 Comment 1
QuickBooks Team

Transition to QB Online

Hi there, 


Welcome to the QuickBooks Community. It's important you're able to get the resolution you need so you can continue to manage your work with peace of mind. I'll be glad to steer you in the right direction from here.


In order to ensure a seamless transition, I see you benefiting more by contacting our support team outside of the Community. A specialist will be able to discuss with you the options available and which option best suits your need upon reviewing the accounts involved. Here's our contact details: 


  • Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
  • Social MediaFacebookTwitter, and Instagram.
  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Feel free to keep me posted here. I'll be one message away in case you need anything else.

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