Use QBO Advanced to copy from Intuit-based "business" to TechSoup based business

davidm4 · ‎April 27, 2021

Revisiting a question from Dec 2020.

My non-profit group has a QBO Advanced subscription for our accounting. I'll call this the: Intuit-based Business

We would like to take advantage of the non-profit Subscription pricing for QBO Advanced offered by TechSoup. I'll call this the: TechSoup-based Business

I would like to use the QBO Advanced backup and restore functionality to copy the Intuit-based business to the TechSoup based business.

In December, I was able to use this functionality to copy an Intuit-based company to a new Intuit-based company but I could not copy to the TechSoup-based business

When I asked about the copy I wanted to do, I was informed by FritzF (Moderator) "Creating a copy of your QuickBooks Online (QBO) Advanced company can only be done using the same installation. The option to move it to a new installation/password is currently unavailable."

At the time it appeared that the copy functionality could only be used when businesses are accessible via a single sign-on. There was not a way to single sign-on to Intuit-based business and the TechSoup based business.

- Is there now a way to single sign-on to an Intuit-based business and a TechSoup-based business?

Or

Has the functionality of copying to a business that is not available via single sign-on been implemented?

Or,

Should I just stay with the Intuit-based QBO Advanced subscription?

Rubielyn_J · ‎April 27, 2021

It's good to see you here again, @davidm4. Our goal is to make QuickBooks as user-friendly as possible.

I can see how it would be beneficial to you and your business to have the functionality of copying to a business via single sign-on. Currently, the option we have is to stay with the Intuit-based QBO Advanced subscription.

Also, you can look for third-party applications to use QBO Advanced to copy from Intuit-based business to TechSoup-based business.

Follow these steps to route you to QuickBooks Apps:

Go to this link: https://quickbooks.intuit.com/app/apps/.
Select your region
Search for an app that may suit your business needs.

All the applications listed are verified and approved by our product engineers to work best with QuickBooks Online.

While we continue to work on improving the features of the product, I want you to stay updated with the latest QuickBooks news and features by visiting our QuickBooks blog.

If I can be of assistance, please don't hesitate to leave me a comment below. I'll be more than happy to help. Have a pleasant day ahead.

Fiat Lux - ASIA · ‎April 27, 2021

@davidm4

If you are eligible to get it from TechSoup, you should take it. Then you may have 2 options:

1. Utilize a migration tool

https:// transactionpro.grsm.io/qbo

2. Purchase a 3rd party migration service.

Mary0929 · ‎June 01, 2021

David - I just came into the exact same situation. I was wondering if you were able to resolve this?

Paying for the Transaction Pro would negate the savings for a Non-profit like us to use TechSoup.

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Use QBO Advanced to copy from Intuit-based "business" to TechSoup based business