Converting from Accountant Desktop 2018 to Quickbooks Pro 2018

JoMichal · ‎January 29, 2018

Our treasurer is going to do our accounting in house as the outside accountant was too expensive. He will be using Quickbooks Pro 2018. Should our current accountant (uses Accountant Desktop) just give us a backup to make the change?

Rustler · ‎February 06, 2018

@JoMichal

NO

Do NOT have the accountant send an accountants copy, that is NOT the full file.

YES, have the accountant give you a current back up file, it will open in pro with no problems, pro and premier use the same data base.

And if you accountant uses the attachment feature for bills, etc, then have him send you the attachement folder structure with all attachments in it. Those are NOT included in a back up.

View solution in original post

MichelleT · ‎February 05, 2018

Hi there, JoMichal,

I'm here to help converting the file from QuickBooks Desktop Accountant to QuickBooks Pro.

You can have the current accountant send you an accountant's copy, then convert it to a regular file in QuickBooks Pro 2018. You can provide this link to your accountant for the steps: https://community.intuit.com/articles/1501995

Then, you can convert the file by following these steps:

Open the Accountant's working file (.QBA).
Click the File menu.
Select Send Company File.
Select Accountant's Copy.
Click Convert Accountant's Copy to Company File/QBW.
Click OK.
Select the location where you want to save the converted filed.
Click Save.

For more information, here a useful article to guide you through: https://community.intuit.com/articles/1501995

If you have additional questions about the steps to converting the file, let me know.

Rustler · ‎February 06, 2018

@JoMichal

NO

Do NOT have the accountant send an accountants copy, that is NOT the full file.

YES, have the accountant give you a current back up file, it will open in pro with no problems, pro and premier use the same data base.

And if you accountant uses the attachment feature for bills, etc, then have him send you the attachement folder structure with all attachments in it. Those are NOT included in a back up.

WineGuy · ‎February 19, 2018

JoMichal, Rustler is absolutley correct, you want nothing to do with an "accountants copy." You want a QBB backup file or the QBW working file. I use both Desktop Premier Accountant edition and regular Premier. Both versions open the same file with no issues. Cheers!

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Converting from Accountant Desktop 2018 to Quickbooks Pro 2018