QuickBooks Plus and Quickbooks accountant desktop 2021

Hello, @Mari-HI.

Let me help you transfer your data from QuickBooks Online (QBO) to QuickBooks Desktop (QBDT).

Please note that when you switch from QBO to QBDT, you can invite their accountant as an external user. This lets their accountant access their company file without the need to sign in as admin. 

Furthermore, they can create and send an accountant's copy so their accountant can review their books and make the changes.

Moreover, to address your second question, yes, QuickBooks Accountant Desktop 2021 offers specialized features and tools that are specifically designed to meet the needs of accounting professionals, providing enhanced efficiency, client visibility, and support for multiple clients.

For further guidelines, please see this article: Move your QuickBooks Online data to QuickBooks Desktop.

In addition, you can visit this article to see what files can be imported inside QBDT: Import and export data in QuickBooks Desktop.

Please let me know if you need further assistance with the migration process. I'm always around to provide answers and clarifications to your questions. Have a great day ahead, and take care.

I have another thought. What if I have two online accounts for the same company using two different email addresses?  Given that I've read that desktop versions will no longer be supported in 2024 I was wondering if it would be better to have 2 online accounts until  I have successfully secured all of our data onto a safe drive. 

I plan to use one account just for data reference and not link our bank and credit card accounts and the other will be used as our new account profile.

Your thoughts?

Hello there, Mari-HI.

I'm glad to hear that you're considering using one account solely for data reference and not connecting your bank and credit card accounts. This will surely enhance the security of your financial information.

Maintaining two online accounts using different email addresses for the same company can be a wise strategy. It allows you to keep your data separate and ensures a seamless transition to the desktop platform.  

Regarding the discontinuation of the desktop platform, QuickBooks Desktop (QBDT) is here to stay and will not be discontinued anytime soon. However, there will be a change in the availability of certain products for new U.S. subscribers after July 31, 2024. Please take a look at the details provided below:

• QuickBooks Desktop Pro Plus
• QuickBooks Desktop Premier Plus
• QuickBooks Desktop Mac Plus
• QuickBooks Desktop Enhanced Payroll

The following reference addresses any questions about this update: QuickBooks Desktop to stop selling to new U.S. subscribers. It also provides insights into the best options for payroll and accounting software.

I want to be sure you have the resources needed to get started using QBDT. The following links contain topics and tutorials to help you accomplish them: 

• Get started with QuickBooks Desktop
• Online videos
  
  

If you have any clarification or questions about the conversion process or discontinuation policy, leave a comment below and tag my name. I'll get back to make sure this is taken care of for you, Mari-HI. I wish your business continued success. 

Thank you!  I'm glad to hear that some desktop versions will not be going away.  Thank you for the support and advice.  Much appreciated.  I accept as a solution.

Hello Mari-HI,

I'm glad my colleague was able to help you with your concern about the desktop versions. Please know that we're always available in this public space anytime you need assistance with QuickBooks Desktop.

You can click the Reply button below, and we'll be sure to help. Take care.

@Mari-HI 

Given that I've read that desktop versions will no longer be supported in 2024

Don't misread. They will support QB Desktop 2021 until May 2024 but you can still use it. You can purchase QB Desktop 2024 to upgrade your version if required.

Thank you for the clarification!  I appreciate it. and noted.