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QinQld
Level 2

Migrating QBO to our own License

Hi there QB Community,

 

We currently use QB via our bookkeeper's license but our looking to go out on our own, purchasing our own license.  Our bookkeeper also has the license for Receiptbank.

 

Ive not done much research to date so am just wondering if anyone has done this themselves.

We are looking to migrate across both platforms after the end of our financial year (30/06/2020).

 

Is it an easy process to migrate our data across to our own license QB & Receiptbank license?

 

Thanks & Regards

Q

Solved
Best answer January 17, 2020

Best Answers
Michael K
Moderator

Migrating QBO to our own License

Happy Friday, @QinQld!

 

I'm here to provide some insight into your situation. If your QBO company is being billed through your bookkeeper, they can transfer the subscription to you. We don't currently support migrating one QuickBooks Online company to another, so the recommended path to take in this case would be to contact your bookkeeper to take over the subscription.

 

Regarding Receiptbank, you'd want to reach out to their support for information on how you can purchase a license from them and migrate.

 

Please touch base with us here if there's anything else you need, I'm determined to ensure your success. Wishing you and your business continued success in all that you do.

View solution in original post

3 Comments 3
Michael K
Moderator

Migrating QBO to our own License

Happy Friday, @QinQld!

 

I'm here to provide some insight into your situation. If your QBO company is being billed through your bookkeeper, they can transfer the subscription to you. We don't currently support migrating one QuickBooks Online company to another, so the recommended path to take in this case would be to contact your bookkeeper to take over the subscription.

 

Regarding Receiptbank, you'd want to reach out to their support for information on how you can purchase a license from them and migrate.

 

Please touch base with us here if there's anything else you need, I'm determined to ensure your success. Wishing you and your business continued success in all that you do.

View solution in original post

QinQld
Level 2

Migrating QBO to our own License

Hi Michael

 

Happy Wednesday to you.

 

Thanks so much for your solution - exactly what I needed to know.

 

Got another question for you.  We have paid one of our supplied accounts twice this month.  What is the best way to enter this?

 

Thanks kindly

Q

RaymondJayO
Moderator

Migrating QBO to our own License

Happy Wednesday to you too, @QinQld

 

Entering your supplier payments twice depends on how you made the payments. If you already entered a bill in the program, then use the Pay Bills feature. If the transaction is paid twice immediately this month, use either Check or Expense. However, I'd still suggest consulting your accountant to determine which is the best way to enter this in the program. 

 

Once verified, here's how to enter the payments in the Pay Bills screen: 

  1. Go to + New button from the left menu. 
  2. Select Pay bills under Vendors
  3. Choose the appropriate Payment account and set the Payment date.
  4. Select Filter to narrow the list of bills to view only those you specify, and click Apply.
  5. Select the checkbox for each bill to pay.
  6. Enter the amount of the Payment to be applied to the open bill.
  7. Specify the amount of any credit to apply in the Credit Applied column.
  8. Click Save and close.

 

The screenshot below shows you the first two steps. 

PayBills.PNG

 

For the second option, go back to the + New button from the left menu. Then, choose either Expense or Check under Vendors. For detailed steps on each scenario, check out these articles: 

 

The Vendors page helps you easily view your supplier transactions. Just select an appropriate vendor and then choose the Transaction List tab. You can also edit and delete them from within this menu. For more information, check out this article: Vendors Overview

 

I'm here anytime you have other concerns. Have a good day, @QinQld

 

Take care always, 

 

Raymond

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