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Hi everyone. My client owns a consulting firm. She has a QBO Accountant account and a QBO Essentials subscription. She wanted to upgrade to Advanced but since she has the QBO Accountant, she just wanted to migrate her data from the regular subscription to the QBO Accountant. Is that possible? Is it the same with the regular migration?
You need to convert data from a paid QBO version (i.e Essentials) to a free QBOA version (i.e Accountant), correct? You can buy a 3rd party conversion service or use a migration tool.
https://get.transactionpro.com/qbo
You're on point, yourbookkeeperhero. Migrating data from QuickBooks Online (QBO) to QuickBooks Online Accountant is the same as regular migration.
You'll just need to export your data from QBO to an Excel file and import them to QBO Accountant.
Here's how you can export your list from QBO:
After that, you can now import your data to QBO Accountant. Please proceed to these steps:
For further information about the migration process, review this article: Move your lists to QuickBooks Online.
On the other hand, you can also utilize a third-party app to help you convert your data from QBO to QBO Accountant. You can visit this website to look for applications:
https://quickbooks.intuit.com/app/apps/home/.
For future reference, you can check this piece to learn about special tools for accountant users: Use accountant tools and features in QuickBooks Online Accountant.
Be sure to inform us if you have further questions about data migrations with QuickBooks Online. We can always lend a hand. Have a good one!
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