Intuit Account to be used for a new company file: our existing Intuit account or Intuit account associated with this new company?

Hello @Candice C ,

Thank you for your suggestion. Appreciate it much.

Just a follow up question, I can still use the Enterprise features even if I'm using another Intuit account (new agency's), right?

Thanks.

Yes, you're right, r_mahc. I'll elaborate more about this in detail below.

An Intuit account is different from your QuickBooks company file user ID. Using it, you can take advantage of additional Intuit services that your business may be connected to, such as QuickBooks Payments, Payroll direct deposit, Payroll Workforce, QuickBooks Time, and Receipt Management.

Furthermore, as long as the license is activated, you're authorized by the owner. Therefore, you can use the basic features, except subscription-based add-ons like payments and payroll.

Additionally, you may want to check out this article if you're having issues logging in to your Intuit account: Recover your Intuit Account if you can’t sign in.

Should you have other verifications in using your Intuit account and accessing your company files, please don't hesitate to leave a reply below. I'll be here ready to lend a hand. 

Hello,

Thanks for your suggestion. I just have some follow up question. I followed your advice to use the new agency's Intuit account. But then just this month the former agency owner would like to close his Quickbooks account. 
I think he's referring to the QBO 'cause he doesn't want to be charge anymore. What will happen to the Intuit account we used if he closed the Quickbooks account? Will it be closed/ deleted? 

Or is there a way we can still use the Intuit account even if he closed his QBO?

@r_mahc 

To access a QBO account, a user must have an Intuit account. If you cancel your QBO account, your Intuit account is still available. You can create any Intuit account for free at any time. I would recommend to convert data from QBO to QB Desktop before cancelling it and you can use the trial version to access your historical data for good.

Good afternoon, @r_mahc. 

Welcome back to the Community and this thread. 

Yes, the Intuit account won't be deleted or canceled if you close a QuickBooks account associated with it. 

Here's two articles that could come in handy for you in the future:

• Create an Intuit Account
• Access and manage your personal data from your Intuit Account

If you have any further questions, don't hesitate to ask. Have a wonderful day! 

Hello,

Thanks for getting back to my question.
So we can still use the Intuit account even though the QBO subscription associated with that Intuit account is cancelled. That's a relief. Intuit account is ALWAYS free, is that it?

How can we convert data from QBO to our QBDt Enterprise? Can you walk me through the steps.

@r_mahc 

You can check this one

https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/export-conve...

Did you encounter any issue?

I'm glad to see you back in the thread, @r_mahc. I can walk you through the process of converting your data from QBO to QBDT Enterprise.

Before we proceed, let me clarify that yes, an Intuit account is free except for the product subscription. You don't need to worry about getting charged if you've already canceled your subscription before the next billing date.

Moreover, before we begin moving your data, let's download the migration tool for a smooth sailing process. 

Once ready, we can now move your QBO data. Here's how:

1. From the Prepare to export page, choose Continue.
2. Choose the data you want to export, then select Continue.
3. On the Request your data page, choose Continue.
4. Enter the details in the fields, and select Continue. Then, Close.
5. Log in to your QBO account. Then, enter this link to your browser: https://app.qbo.intuit.com/app/exportqbodatatoqbdt.
6. Follow the on-screen instructions on the Prepare to export page. Then, click Continue.
7. Choose Continue to Download from the Exporting from QBO page. Then, choose Download QBXML file.
8. Click Continue after you save the file to your desktop.

To import the files to your QBDT Enterprise, you can refer to this guide: Run the QuickBooks Desktop migration tool.

Once you've successfully transferred your data to QBDT, you can browse this article to give you insights on how your books were moved: Learn how features and data move from QuickBooks Online to QuickBooks Desktop.

Come back to this thread if you have follow-up questions or concerns about moving your QBO data to QBDT. We're always available to help. Have a good one.

Hi,

Does this have effect on the existing data in the Quickbooks Desktop?

I have been using Desktop for 5 months now. And I have data in there already. Will migrating the QBO file now to desktop erase my existing file?

Thanks.

Hi there, r_mahc. I'll be happy to answer your query.

When you transfer your QuickBooks Online (QBO) data to a QuickBooks Desktop (QBDT) account, the existing files will remain unaffected. This is because the imported transactions from QBO will generate a new company file in QBDT.

If you want the existing files in QBDT to be part of the new company file, you can export and import them via the IIF file.

To export IIFs, here's how:

1. Sign in to your company file as an admin.
2. Select Utilities from the File menu.
3. Choose Export, then click Lists to IIF Files.
4. Select the lists you want to export, then select OK.
5. In the Save in dropdown, select a location to save your IIF file.
6. Enter a file name, then select Save.

Once done, to import them to your new company file, here's what you'll need to do:

1. Sign in to your company file as an admin.
2. Select Utilities from the File menu.
3. Choose Import, then click Import IIF.
4. Select the IIF file you want to import, then select Open.
5. Select OK to confirm the import.

It's recommended to create a backup data of your company file before importing it. This way, if any issues arise, you can use the backup to restore your data.

If you need further help migrating your data, just leave a comment below, and I'll be happy to assist you. Take care, r_mahc!

Hello,

Thank you all for your replies.
I'm not sure if I'm getting it right. Can you confirm the following:

1. If I have Company A and Company B in QuickBooks Desktop already, their existing files will not be affected while transferring the QBO file to QBODt, right?
2. By saying it will just create a new company file, do you mean (for sample) it will create a Company C in QBDt?
3. The QBO file I want to transfer is actually the QBO file of Company B. I'm doing payroll already in the QBDt for this Company B. I'm afraid that I might lose any data if I merge the new company file and existing file. You think this is possible?

Appreciate all your assistance everyone! Thank you.

QB Desktop files are independent of each other.

Thank you.

On behalf of my colleague, you're most welcome, r_mahc. I'm glad to hear that the suggested resolution has helped you with managing your QuickBooks companies.

Here in the QuickBooks Community space we always ensure we can address all of our customer's concerns. If you ever need further assistance with QuickBooks-related questions, please feel free to leave a comment below.

In the meantime, keep safe and have a great day!