Workflow in accountant version

ajeethd · ‎December 24, 2020

I started adding a few clients and tested the workflow templates creating projects and tasks etc. Now i want to import my practice desktop quickbooks file to QBO but realised it will override all my clients and therefore templates, projects, tasks etc. I do want my history from desktop to be imported therefore not keen on just taking on balances from desktop. I have resigned myself to redo all the templates and workflow unless there is a workaround. Thanks

EmmaM · ‎December 24, 2020

Hello Ajeethd, Thanks for contacting the Community. You could use the cog in the top right and import data to import invoices/bills etc anything else like tasks and projects and invoice templates(unless the template for invoices is a word document you created as a doc x file) can not be imported manually, The work templates in QuickBooks Online Accountant are not something that can be exported out so you would have to recreate if you did decide to migrate the full desktop file across into your Accountant version. We welcome any users how have come across a way to do this differently to add to this thread.

Topics

Training

Community

Resources

Workflow in accountant version

Workflow in accountant version

Need to get in touch?