Re: When I 1st began using QBO with my first client, I was given a free QBO for myself. Then I learned about QBOA & signed up. Now I need to get my QBO to my QBOA account?
How do I move or migrate my own FREE QBO to QBOA for Accountant? Now my FREE QBO is no long free and being charged at full retail price. It will cost me USD 210 to migrate my data from QBO to QBOA by Odyssey Resources. Please advise
Re: When I 1st began using QBO with my first client, I was given a free QBO for myself. Then I le...
I never thought it would cost that much to move your data, Peter. I got a free options for you.
Option 1: You can export your data to QuickBooks Desktop, and then import it to your QBOA account. This process was designed to work on Internet Explorer, so if you don’t have it anymore, you can consider Option 2. Obviously, you will need a QuickBooks Desktop in this process. We have a downloadable trial version that you can use in this process.
Please know that there are certain limitations when exporting from QBO to QBDT due to the differences on the platforms. Then, when you convert from QBDT to QBOA, your entire QBOA will be replaced by the QBDT data.
The other option is to export your list of names, accounts, and items to Excel. Then, import them to your QBOA account. This article has steps to guide you throughout the process: Move your lists to QuickBooks Online.
About your transactions, you can manually enter them, or you can connect your bank account to download them. For the transactions beyond 90 days, you can download them from your bank account, and upload into the Banking page. After that, you can categorize and add them to your books.
If you have questions in the middle of the transfer process, you can use this thread.