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sophiamena
Level 2

ACCOUNTANT Licensed QB Desktop to CLIENT Owned QBO

ACCOUNTANT owns QBDesktop license and manages CLIENT bookkeeping & taxes. 

CLIENT owns QBO Account and added ACCOUNTANT as the accountant to QBO account.

ACCOUNTANT followed migration instructions to what we assumed to be the CLIENT QBO account but this is not the case. 

 

It appears the CLIENT desktop file the ACCOUNTANT migrated to QBO uploaded to the ACCOUNANTs instance of QBO and not the CLIENTS.

 

What do we do?

 

1) ACCOUNTANT manages payroll on ACCOUNTANT License QBDesktop. 

2) CLIENT updates QBO transactions that ACCOUNTANT has access to.

 

Can we keep different accounts?  Have the accountant manage our payroll off of their licensed QBDesktop and we the CLIENT continue to update our QBO account (which the accountant has access to)?  CLIENT will update QBO salary transactions with the detail entered into ACCOUNTANT QBDesktop. Taxes to be done through QBO account. We are a nonprofit, QBOPayroll is too expensive and TechSoup does not seem to offer a plan for QBOPayroll.

 

This is a very unique scenario.  I believe the migration link that everyone has previously sent me only applies if the QBDesktop licensed is owned by the owner of the QBO account.  In our case again, ACCOUNTANT owns the QBDesktop account and CLIENT (ME) owns the QBO account. 

 

3 Comments
john-pero
Community Champion

ACCOUNTANT Licensed QB Desktop to CLIENT Owned QBO

You can use a free trial of desktop 2020 to load any qbw desktop company file to your own QBO account. The accountant owns the license to the software but not the company file.

sophiamena
Level 2

ACCOUNTANT Licensed QB Desktop to CLIENT Owned QBO

Hello @john-pero . I have a macbook and the Accountant a desktop. I tried to download the Software and Import the file but received an error stating the files was for windows.

Fiat Lux - ASIA
Level 15

ACCOUNTANT Licensed QB Desktop to CLIENT Owned QBO

Ask your accoutant to convert your data file to Mac version. You may utilize the trial license of Mac 2020 to open it. https://http-download.intuit.com/http.intuit/Downloads/2020/Latest/QuickBooksMac2020Trial.dmg
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