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Level 2

What's the best way for our accountant to migrate our company's desktop (their software) file to our QBO?

We have already attempted once. Received the email that it was completed, but when I logged in online to verify it was not completed. Could someone post a link to detailed step by step (not video) instructions to export client's QBO file. 

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Best answer 03-17-2020

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Level 11

What's the best way for our accountant to migrate our company's desktop (their software) file to our QBO?

@sophiamena 

Ask your client to send the backup file (QBB) to you. Instal the trial license of Pro 2020 and restore the file

https://quickbooks.intuit.com/learn-support/en-us/new-subscriptions/download-a-trial-of-quickbooks-d...

 

Once the file is open or converted, try to migrate it to QBO Online. Make sure you have open the QBO account prior to proceed.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

Good luck!

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QuickBooks Team

What's the best way for our accountant to migrate our company's desktop (their software) file to our QBO?

Either you or your accountant can export your file, Sophia.

 

I got the reference with detailed steps to export your company file to QuickBooks Online. You can share this with your accountant so they can transfer your file to your QBO account. Please check this out: https://quickbooks.intuit.com/learn-support/en-us/update-products/move-your-quickbooks-desktop-file-...

 

If you need references for QBO, just click the Help menu in the upper right hand corner of the QBO Dashboard. The, search for the topics you like using keywords. Example: How to create invoices.

 

Please let me know if you have other questions in mind.

Highlighted
Level 2

What's the best way for our accountant to migrate our company's desktop (their software) file to our QBO?

These steps were completed and the migration was not successful. I’m looking for the steps to provide to the accountant.detailing the steps to export our client file so that I can do the upload. 

Highlighted
Level 2

What's the best way for our accountant to migrate our company's desktop (their software) file to our QBO?

The accountant already followed these steps. I can not do the export since I do not have access to their desktop software. Upon verification the migration was not successful.

 

What are the steps to create the desktop export so I can upload it myself.

Highlighted
Level 11

What's the best way for our accountant to migrate our company's desktop (their software) file to our QBO?

@sophiamena 

Ask your client to send the backup file (QBB) to you. Instal the trial license of Pro 2020 and restore the file

https://quickbooks.intuit.com/learn-support/en-us/new-subscriptions/download-a-trial-of-quickbooks-d...

 

Once the file is open or converted, try to migrate it to QBO Online. Make sure you have open the QBO account prior to proceed.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

Good luck!

View solution in original post

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