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yourbookkeeperhero
Level 1

QBO Migration

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?

2 Comments 2
Fiat Lux - ASIA
Level 15

QBO 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

 

KimberlyS
QuickBooks Team

QBO Migration

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:

 

  1. Sign in to your QBO account.
  2. On the left panel, head to Reports.
  3. Search and run the Account ListCustomer Contact ListVendor Contact List, or Product/Service List report, depending on which list you need to export.
  4. Select the Export icon.
  5. Click Export to Excel or Export to PDF.
  6. Modify the list report's column for proper order.

 

After that, you can now import your data to QBO Accountant. Please proceed to these steps: 

 

  1. Sign in to your QBO Accountant account.
  2. Proceed to the Gear icon, then select Import Data.
  3. Choose the type of data you want to import.
  4. Follow the on-screen instructions to proceed.

 

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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