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.