I just signed a new client who recently fired her previous bookkeeper. They were running QB Desktop and I want to integrate them to QB Online.
I've seen some helpful articles and videos for transferring the files when one person or company holds both the desktop and online version. In my case, I will be receiving the desktop files from her old company, opening a new client in QB Online and uploading the files...ideally.
Any advice on how to do this smoothly would be greatly appreciated. Thank you!