Conversion from QBDT to QBO

Advanced_User · ‎September 26, 2021

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."

ShiellaGraceA · ‎September 26, 2021

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

ShiellaGraceA · ‎September 26, 2021

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.