Getting Started

I appreciate you getting back on this thread, Derek. You can maintain your QuickBooks Desktop 2017 United Kingdom for your own firm's internal accounts.

However, since this version has been discontinued, you'll not be able to receive live updates. But it will continue to function as a standalone offline ledger.

You can also add an accounting firm to your QuickBooks Online Accountant account for free. While multiple client invites can sometimes result in separate practice companies, they all share the same login. No worries, you'll need to click the Switch Company button to move between them.

If you transition fully to QuickBooks Online Accountant, you can run the entire firm from a single, unified dashboard with one login. You can easily switch between the firm's books and your client's books without needing to log in and out. Adding team members is also streamlined through this process.

Lastly, when migrating data, you can manually import these transactions via a CSV file. You can also consider the SIAB suggestion.

Feel free to comment below if you have further questions regarding any QuickBooks concerns.