Hey there, @TRAZ.
It's great having you here with us during our drop-in event. I'm happy to lend you hand with your QuickBooks Desktop to QuickBooks Online migration questions.
I'm going to respond to your questions in the order that you sent them to help keep some alignment with my response.
- The great thing about QuickBooks Online is you can have multiple accounts under the same QuickBooks Online account. Each company file is it's own paid subscription. So, if you'd like, you can create a new company under your old QuickBooks Online account. You can find those steps in Create or add another company file in QuickBooks Online.
- To prevent any errors or mismatched data, the conversion process brings over all data from Desktop to Online. I'm including a couple different help articles that we have available about bringing your data over to Online below.
- At this time, there isn't a way to choose a certain year of data to bring over. If you run into any issues with your company file in QuickBooks Desktop being to large, you can always Condense the file.
- QuickBooks Online recently release a new Automated Sales Tax feature to make sales tax a lot more simple. This feature can automatically do the sales tax for you on your invoices and receipts for easy and accurate filings. It will also let you know when your tax payments are due, so you can file on time. You can learn more about this feature in Set up and use Automated Sales Tax in QuickBooks Online.
Lastly, I wanted to include our guide to follow once all of your data has been converted to Online: What to do after you move from QuickBooks Desktop to Online.
I hope this helps. Please let me know if you have additional questions or concerns. I'll be here every step of the way.
Thanks for swinging by!
