Level 1

My accountant set up QB's for me and transferred info onto a flash drive. I paid for Online Essentials. How do I upload this info from flash drive to my online account?

 
QuickBooks Team

Banking

You're unable to download the information from the flash drive, Snlconstruction0. 

 

You can add them as an accountant user instead, so you work together. They can access your company and enter the information. 

 

I'll share the steps on how you can invite your accountant:

  1. Click the Gear icon.
  2. Select Manage Users.
  3. Go to the Accounting firms tab.
  4. Click Invite.
  5. Fill in the necessary fields, then click Save.

Your accountant will receive an email with instructions to access your company. 

 

Let me add the reference on how you can manage accountant users in QuickBooks Online

 

Visit us if you need our help. We'd be happy to work with you again.

Level 13

Banking

@snlconstruction0 

Ask your accountant what kind of file she/he put in the thumb drive. If it is a *.QBW file, install the trial license of Pro 2020 to open it.

https://quickbooks.intuit.com/learn-support/en-us/new-subscriptions/download-a-trial-of-quickbooks-d...

 

Once you can open it, you may have 2 options:

1. Purchase the license of QB Desktop. You may purchase directly to company or thru a partner to get the lower price., or

2. Migrate it to QB Online

https://quickbooks.grsm.io/US

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

 

Good luck!