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Level 2

Subscribing

Hi - is it best to set up my own QBO subscription for our small business or buy the sub subscription through my accountant?   Either way we can both look at things I believe?

 

Thanks 

SHeila

6 Comments
QuickBooks Team

Subscribing

Welcome to the Community, @SheilaMarie.

 

Explaining the difference between having your own QBO subscription and an accountant one would be my pleasure.

 

The biggest difference is who is responsible for the billing. When you buy the subscription through your accountant, if you choose to cancel, they would have to process it for you. They also may have a special offer to save you some money, so I recommend discussing it with them. 

 

Either way, you'd both be able to look at the same things. 

 

If you have any other questions, please let me know.

Level 2

Subscribing

Thanks so much for answering my question, wow, very awesome.

 

We are transitioning from having the Accountant doing the books to doing them ourselves onsite.  Currently they are in Sage, and they are looking at Sage Online, however I am familiar with QBO so I am hoping to set them up with it instead.   Do you know if this is a hard task?  I thought we could set up using the Trial Balance and then continue on in QBO.  Is that doable?

 

Sheila

QuickBooks Team

Subscribing

Hello @SheliaMarie,

 

First, I'd like to begin by congratulating you on the decision of doing your books onsite. I'll be your guide today for importing information into QuickBooks Online (QBO). 

 

There are multiple ways of moving data into Quickbooks Online. If you're currently using Sage 50, there's a handy tool that converts the data into QuickBooks Desktop. The following article contains detailed information about running the tool and how the file is converted: Convert from Sage 50 using QuickBooks Conversion Tool.  Once this data is converted into QuickBooks Desktop, it can then be imported into QBO and the following article will walk you through this process: Convert QuickBooks Desktop file to QuickBooks Online (US only). I would also recommend looking at this article as it's a helpful guide for what should be done after converting from QuickBooks Desktop to Online: What to do After Converting from QuickBooks Desktop for Windows or Mac to QuickBooks Online (US).

 

Another option for migrating your information into QuickBooks Online is importing list data with Excel/CSV spreadsheets, such as the Chart of Accounts, Products and Services, and Customer or Vendor information. Additionally, you can utilize the WebConnect feature to bring in transactions from your bank. Lastly, as you mentioned, there is also the option of setting up Trial Balances and using QBO moving forward.

 

I'm only a post away if you should have any questions about migrating to QuickBooks Online. I hope that you have a wonderful rest of your week. 

Level 2

Subscribing

Wow, thanks so much, I will read and digest.

 

Cheers,

Sheila

Level 1

Subscribing

moving my account from Accountant to individual account.

Moderator

Subscribing

Hi there, @neelourn.

 

It's nice to have you in the Community. I'd be happy to lend a hand moving your company from your accountant's account to your own QuickBooks Online.


You need to ask your accountant to remove your profile from their account and make sure to transfer the Master Administrator role to your login. This way, you have the current Master Administrator's access to make changes to your company.

 

I recommend providing this article to your accountant for reference: How to change a client’s status in QuickBooks Online Accountant.

 

You can also visit our Blog to learn what new updates are being rolled out, as well as additional references while working with QuickBooks.

 

This information should help you move your account. Please know that you can always drop by if you have any other questions about this or with QuickBooks Online. I'll be happy to help you out. 

 

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