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tammyarmstrong77
Level 1

My accountant has offered me a cheaper subscription for QuickBooks through them. How do I change over without loosing any data?

 
Solved
Best answer October 25, 2020

Accepted Solutions
BettyJaneB
QuickBooks Team

My accountant has offered me a cheaper subscription for QuickBooks through them. How do I change over without loosing any data?

Thanks for visiting us here in Community, @tammyarmstrong77.


In QuickBooks Online Accountant, accountants will be able to take over their clients who pay their own subscriptions. That said, you'll be paying your subscription straight to your account once you're under on his accounting firm. 

 

In this case, you won't be losing your data. You'll still be able to work with the same company file. The only difference is that your billing subscription has been taken over to your accountant. 

 

When it comes to transferring your account to your accountant's bucket, they'll need to perform steps 1-3 in this article: Transfer clients to your wholesale billing plan. This reference contains data your how your accountant can invite you to their firm.

 

Please let me know if you have any other questions about this or with QuickBooks. I'd be happy to assist you further. Keep safe!

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3 REPLIES 3
Fiat Lux - ASIA
Level 15

My accountant has offered me a cheaper subscription for QuickBooks through them. How do I change over without loosing any data?

As far as I know, if you purchased a new QBO account thru your accountant, it means you will have a new blank QBO account. You may utilize a 3rd party tool to migrate data from your current account.

https://transactionpro.grsm.io/qbo

 

 

 

BettyJaneB
QuickBooks Team

My accountant has offered me a cheaper subscription for QuickBooks through them. How do I change over without loosing any data?

Thanks for visiting us here in Community, @tammyarmstrong77.


In QuickBooks Online Accountant, accountants will be able to take over their clients who pay their own subscriptions. That said, you'll be paying your subscription straight to your account once you're under on his accounting firm. 

 

In this case, you won't be losing your data. You'll still be able to work with the same company file. The only difference is that your billing subscription has been taken over to your accountant. 

 

When it comes to transferring your account to your accountant's bucket, they'll need to perform steps 1-3 in this article: Transfer clients to your wholesale billing plan. This reference contains data your how your accountant can invite you to their firm.

 

Please let me know if you have any other questions about this or with QuickBooks. I'd be happy to assist you further. Keep safe!

tammyarmstrong77
Level 1

My accountant has offered me a cheaper subscription for QuickBooks through them. How do I change over without loosing any data?

Thank you for your reply! I will try this tomorrow when the accountants open. 

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