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becky51
Level 1

I am a new Quickbooks Online Plus user and I received an Accountants Copy Transfer file to import all the previous data. I can't seem to find a way to bring in this data

 
1 Comment 1
AlcaeusF
Moderator

I am a new Quickbooks Online Plus user and I received an Accountants Copy Transfer file to import all the previous data. I can't seem to find a way to bring in this data

Welcome to the QuickBooks family, @becky51.

 

I can provide some clarifications about the file you received for your previous data.

 

The accountant's copy file can only be restored to a regular company file in the QuickBooks Desktop version. If you don't have one, you can download the trial version by visiting the Download a trial of QuickBooks Desktop article.

 

It contains the links and detailed instructions about how you can install the software. Once you have it installed, you can proceed with converting the copy to a regular company file.

 

Here's how:

 

  1. Open your accountant’s copy (QBX or .QBA), and create a backup.
  2. Go to the File menu. Select Send Company File, and then Accountant's Copy.
  3. Select Convert Accountant’s Copy to Company File/QBW.
  4. Select OK to confirm you want to convert the file.
  5. Open the folder you want to save the .QBW file in, and rename the file. Select Save.
  6. Once you’re done converting, select OK.

After following the steps above, the next step would be to move your older data to QuickBooks Online.

 

I've also included some articles in case you need some ideas about how to handle an accountant's copy:

 

I'm only a few clicks away if you have any other questions. Wishing you and your business continued success.

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