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Level 3

Export client Desktop company to my Firm's wholesale QBO company I have setup

Hello
I am QBO Pro Advisor but have not brought in a new company in a while. I have most of the process complete, but when I open up the "export to QBO" from the desktop and then login to my firm where I have a wholesale company "earmarked" and named for this company the install program ONLY SHOWS MY OWN FIRM which it says will over-write all my data. I don't see anyway to get the data into the new company setup under my firm. There is "Don't see your company?" question but its not helping at all.

 

Am I doing something wrong, how come it doesn't give me the option to see the companies that are available under my firm's login which I used to get to this menu?

8 Comments
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Level 3

Export client Desktop company to my Firm's wholesale QBO company I have setup

I thought of a possible solution, perhaps I need to login to an account that is connected with the new company on my account, not as me the QB reseller / owner. So i used an old email account and sent invite to that account, logged in but even then it said that my login was not associated with any active subscription of QB. sigh. I've spent a good bit of time screwing with this and it is still not working. Long time ago I could just upload the company file and boom! It was loaded and working. Now this is all screwed up. Just to get here I had to get a trial version of Pro desktop, install it, figure out why it wasn't loading properly, reboot, still not working, then download a Fixer program, install that, run that, run a cleaner for the program, run cleaner for the company file, attempt to run again. Get it running with company file, but it was 19 not 20 version so I had to let QB desktop "update" the file before proceeding. Did that and when I tried to then export to QBO the program Intuit came up with for the install can't see the client companies I have under my login for jack's sake! (original post above)

WTH. So much for making my job easier. I can't bill this time and its getting darn late.  Ugh.

 

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Level 3

Export client Desktop company to my Firm's wholesale QBO company I have setup

On second attempt that using a second email that was invited to the new company seems to have worked, but its taking forever to setup. I'll look for the confirm email tomorrow I guess. progress however.

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Level 3

Export client Desktop company to my Firm's wholesale QBO company I have setup

I got the email saying my data was loaded. I went to the company and it is blank, but asked me if I wanted to load my data. I hit it and it came back with same screen I saw 24 hours ago. 

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QuickBooks Team

Export client Desktop company to my Firm's wholesale QBO company I have setup

Hi there, @Dirkdaddy.

 

Thank you for posting here in the Community. I want to make sure you're able to see the client's name in exporting the QuickBooks Desktop Company to your QuickBooks Accountant account. 

 

I appreciate you for doing multiple troubleshooting steps on your end to get this resolved. The company file must be smaller than 140MB to import correctly. You can view the file size in the Product Information window simply press F2. If the file is larger than 140MB, you can import separate lists of transactions from the desktop version to the online version of QuickBooks.

 

And also, there are various reasons you might consider that you cant see the client's name while exporting. 

  • Using incorrect login credentials 
  • Don't have an accountant access
  • Removed the firm access to the client
  • The client is the inactive list
  • Client name has changed in the QBOA Client List

Please, browse this article: How to find a company that is missing from the QuickBooks Online Accountant client list. This link guides you on how to resolve missing clients' names in QBOA. 

 

Additionally, you can utilize our interactive Missing Client guide to find the resolution. 

 

Let me know how it goes by clicking the Reply button below. I'm always here for you. 

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Level 3

Export client Desktop company to my Firm's wholesale QBO company I have setup

140 meg restriction?? That wasn't mentioned in any of the documentation on importing to QBO. Great info, but could have used it a few days ago. I'll do a "compact" sort of thing on the desktop version, reduce the size from 160 and try again.

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Level 3

Export client Desktop company to my Firm's wholesale QBO company I have setup

QB user support after many issues no resolution told me this was reported to them as a "system issue" that Intuit is working on at this time and they would let me know when it is resolved. 
I really wonder about CEO of Intuit when there are significant functionality issues with QBO and the recent $7 billion purchase of Credit Karma. Now I wonder if things will ever get fixed. 

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Level 3

Export client Desktop company to my Firm's wholesale QBO company I have setup

Support told me days ago after they checked internally that this was a known issue and that I'd be notified when it was fixed, however I have not heard anything. 

Highlighted
QuickBooks Team

Export client Desktop company to my Firm's wholesale QBO company I have setup

We want to resolve your issue, @Dirkdaddy.

 

Our Technical team is working hard to get that fixed for sure. You can contact our support again to follow up on the status of your concern.

 

Here’s how:

 

  1. Select Help (?) at the right top.
  2. Click Contact Us.
  3. Enter need a follow up in the field and hit Let’s talk.
  4. Choose to Get a callback.

 

To make sure you received the assistance you need, I added this article about our support availability: Support hours and types.

 

Also, in case you’ll be needing related articles about managing your QuickBooks account, you can check this article: Help articles.

 

I appreciate your patience Dirkdaddy, please know that Community is always here to help.

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