How can i move my company from a US QBO account to a Global QBO

Kruithof · ‎October 05, 2023

I'm using QBO USA version for years. but currently they are adding a new feature to add the correct Sales Tax based on the address of the company.

This is an issue since my company is located in the caribbean which is not in the US.

Am I forced to move to a Global version? If so how can i do that without losing my historical data?

Can i turn of the address check in the QBO US version?

Fiat Lux - ASIA · ‎October 05, 2023

As I know, you cannot disable the Location Based feature and this is annoying even for US based companies. The only workaround at this time is to set the custom rate manually

https://quickbooks.intuit.com/learn-support/en-us/help-article/set-sales-taxes/use-custom-rates-manu...

You can buy a 3rd party service to convert your data from QBO US version to QBO Global version. I would recommend these points:

1. Consider to only convert your current fiscal year to QBO Global version to lower your conversion cost.

2. Convert the rest of data to QB Desktop. You can use the trial version of QB Desktop for good to access your historical data.

LeizylM · ‎October 05, 2023

I understand how important it is to move your company from a US QuickBooks Online (QBO) account to a Global QuickBooks Online (QBO), Kruithof.

As Fiat Lux_Asia said, the option to disable the location-based feature is unavailable. As a workaround, you can set up a custom tax rate manually. I'll show you how:

Go to Taxes, then Sales tax.
Click Sales tax settings.
Select Add Rate, in the Custom Rates section.
Click Single or Combined.
Enter the Name of the custom rate. If you're adding a combined rate, enter a nickname for each rate into a single custom rate.
Select the Agency you file payments to. If adding a combined rate, select the agency for each rate you need to group as one custom rate.
Enter the Rate, then click Save.

Additionally, you can look for a third-party application that allows you to convert your data from the QBO US version to the QBO Global version.

Otherwise, you can subscribe to a QBO Global account and then export and import the file. Once done, you can proceed to cancel your existing one. Be sure to review any subscription details or billing information before canceling.

Keep your post coming if you need more assistance with moving your company file in QBO. I'm always here to help. Have a great day!

Kruithof · ‎October 05, 2023

LeizIM,

Thank you and Fiat Lux_Asia so much for responding. I understood from an e-mail i received from QuickBooks US that after the 16th of October they are enforcing US customers to use the new form, they wrote : "If you are already using the new invoice, you’re likely aware that you can switch between the old layout and the new layout. The capability to switch back and forth will no longer be available as of October 16, 2023. Will this mean that I'm enforced to switch to the Global version? Setting up the custom Tax is already the way i use it now. Thanks Anyway. Exporting and importing I already tried, but you can only transfer some data and certainly no historical data or even General ledger information. I need the history. for sure for the remainder of this fiscal year. Old information i could store in Desktop version indeed. Can you recommend me a third party to move from QBO US to QBO Global.

Fiat Lux - ASIA · ‎October 05, 2023

@Kruithof

Click on my profile name and you will find our website address to send an email to. We can help to convert your data.

How can i move my company from a US QBO account to a Global QBO