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Tiger7
Level 1

I was a Pro Advisor for 25 years using Desk Top. Tried Patriot Software the last two years (what a mistake). Trying to switch over to on line quickbooks.

 
2 Comments 2
Fiat Lux - ASIA
Level 15

I was a Pro Advisor for 25 years using Desk Top. Tried Patriot Software the last two years (what a mistake). Trying to switch over to on line quickbooks.

You can utilize an importer tool as the first option.

https://transactionpro.grsm.io/qbo

 

As for the second option, purchase a 3rd party conversion service.

 

MaryLandT
Moderator

I was a Pro Advisor for 25 years using Desk Top. Tried Patriot Software the last two years (what a mistake). Trying to switch over to on line quickbooks.

Hi there and let me help you today, Tiger7.

 

Each version of QuickBooks is designed to address specific business needs. And, our QuickBooks Online Accountant is designed specifically for accountants. It lets you easily connect with and manage your clients' QuickBooks data.

 

You get accountant-specific tools and reports to make your reviews easier. In QuickBooks Online Accountant, you can:

 

  • Manage your client's books
  • Access exclusive accountant tools.

 

For more information on how to use the program, visit the website and sign up whenever you're ready: QuickBooks Online Accountant.

 

Once you have access to QBO, you can migrate the QuickBooks Desktop file to the Online version. I'm adding these articles as your guide through the process.

 

 

Stay in touch with me if you need anything else with QuickBooks Online. I'll be around to provide the information that you need.

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