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Advanced_User
Level 3

Conversion from QBDT to QBO

If a client has already subscribed to QBO+, how can I migrate him from QBDT in view of the following extract from the complex conversions training:

"Note: if you don’t create a new company subscription before initiating the conversion, the QuickBooks Desktop conversion tool will automatically create a QuickBooks Online Advanced subscription."

 

Solved
Best answer September 26, 2021

Best Answers
ShiellaGraceA
QuickBooks Team

Conversion from QBDT to QBO

Hi there, @Advanced_User.

 

You'll have the option to log in to QuickBooks Online (QBO) during the conversion process. From there, you can select your existing QBO account.

 

For step-by-step instruction, please check out this article: Move your QuickBooks Desktop file to QuickBooks Online.

 

I'm also sharing this article to guide you in using QBO: Get Started With QuickBooks Online.

 

Reach out to me again if you have follow-up questions or concerns about the QuickBooks migration. I'll be around for you. Take care and have a great day ahead.

View solution in original post

3 Comments 3
ShiellaGraceA
QuickBooks Team

Conversion from QBDT to QBO

Hi there, @Advanced_User.

 

You'll have the option to log in to QuickBooks Online (QBO) during the conversion process. From there, you can select your existing QBO account.

 

For step-by-step instruction, please check out this article: Move your QuickBooks Desktop file to QuickBooks Online.

 

I'm also sharing this article to guide you in using QBO: Get Started With QuickBooks Online.

 

Reach out to me again if you have follow-up questions or concerns about the QuickBooks migration. I'll be around for you. Take care and have a great day ahead.

View solution in original post

Fiat Lux - ASIA
Level 15

Conversion from QBDT to QBO

@Advanced_User 

Do you need to migrate data from QB Desktop US version to QB Online Advanced, or else?

https://quickbooks.grsm.io/us-promo

https://quickbooks.grsm.io/us-promo-6months

 

Advanced_User
Level 3

Conversion from QBDT to QBO

@ShiellaGraceA 

Thanks a bunch!

Please ask Intuit to include the above advice in their training so that it's not misleading.