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satC
Level 2

Quick books Online Accountant

 Please provide the indetail information on quickbooks online accountant.And also provide the process  or steps  to transfer or move  quick books online accountant ownership  from one user to another user.

3 Comments 3
Kayla H
QuickBooks Team

Quick books Online Accountant

Hello there, @satC.

 

I'm happy to assist you with information about QuickBooks Online Accountant. 

 

This software provides accounting professionals with one central location to:

  1. Manage client files.
  2. Share documents securely.
  3. Coordinate your workflow.
  4. Gain your workflow.
  5. Get expert support.
  6. Enhance productivity with apps.
  7. File corporate returns.
  8. Do your books while you're at it.

Preview a short video for further information on QuickBooks Online Accountant.

 

Also, to transfer the ownership to another person, follow these simple steps:

  1. Log into QuickBooks® Online using the Master Administrator's user ID and password: https://ca.qbo.intuit.com.
  2. Click the Gear icon.
  3. Select Manage Users.
  4. Choose the Transfer Master Administrator button on the left side of the screen. If this button doesn't appear, you're not signed in as the Master Administrator or don't have an accountant to transfer Master Administrator privileges too.
  5. In the Transfer To drop-down list, select the name of the new Master Administrator. If the user you wish to transfer the Master Administrator role to does not appear in the drop-down menu, click Cancel to return to the Manage Users page. You'll need to make the desired user an Accountant. Make sure an email address includes the user.
  6. Hit Finish.
  7. Sign out.
  8. An email will send to the user to being the new Master Administrator. That user will need to accept the invitation from the email.

Note: The Master Administrator role doesn't transfer until the new user accepts the invitation.

 

If you have any further questions or concerns, I'm just a post away.

 

 

 

 

 

satC
Level 2

Quick books Online Accountant

Hi Kayla,

Thank you for the update.

Please share the process of how to convert QB online accountant to desktop version ?

 

Thanks,

Sateesh

ShiellaGraceA
QuickBooks Team

Quick books Online Accountant

Hello satC,

 

You can export your QBO data to the desktop version by following these steps.

  1. Set up the security settings of you Internet Explorer.
  2. Set up your QuickBooks Desktop for export. Then, prepare your QBO data for exporting.
  3. Finish exporting your data.

Once you're done, verify your information if exported correctly. Then, cancel your QBO account.

 

I'm adding this handy article for the step-by-step instruction: Export your QuickBooks Online data to QuickBooks Desktop.

 

If you want to know what are the limitations, please check this link: Limitations when you convert from QuickBooks Online to QuickBooks Desktop.

 

Thanks for coming to Community. Have a great week ahead.

 

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