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asitz2205
Level 1

QuickBooks accountant

Hello,

 

I was wondering if anyone might know the answer to this question. My husband has a business that we manage through QuickBooks, and I just started one for myself about two months ago (also added it to QuickBooks).

 

Somehow I got set up with QuickBooks accountant, so now I have that with his company and my company under it. I was wondering if there is any way to put MY books as the "firm's" in accountant view, instead of having it as a company that I have to go into under the Accountant view.

 

Basically I have my company as a regular subscription, but I also have the company as the "Accountant" but only have information in my company under the regular subscription. I would like to just have my company's books as the firm in Accountant, and I wonder if this is possible without just getting rid of all the information in my regular subscription and then adding it back in the "firm".

 

I know this is kind of confusing (I'm definitely confused), but any help would be greatly appreciated! This is what I get for clicking on stuff willy-nilly :)

 

Thanks in advance! 

1 Comment 1
Fiat Lux - ASIA
Level 15

QuickBooks accountant

You may have 2 options:

1. Utilize a migration tool

https:// transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service

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