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Level 1
July 19, 2021

I need transfer my data's client from account QuickBooks desktop to quickbooks online

  • July 19, 2021
  • 2 replies
  • 6 views

I have a client in my account quickbook desktop and I want to migrate his data to quickbook online version on his own license 

    This topic has been closed for replies.

    2 replies

    George4Tacks
    Level 15
    July 19, 2021

    Hi there,

    You’ve come to an Intuit site supporting Lacerte, ProSeries, or ProConnect Tax Online products. Please visit the QuickBooks Help site for the answer to your question.

    Cheers!

    Answers are easy. Questions are hard!
    qbteachmt
    Level 15
    July 20, 2021

    Sorry, but I want to address this: "in my account quickbook desktop"

    It's not "in" anything.

    Do you use Word or Excel? These are programs. Each of these programs allow you to use data files. Word is used to manage document-type data files. Excel is used to manage numeric data having formula and functions for doing math.

    You can get a Word data file from anywhere. You use your Word Program to manage that file.

    You can get an Excel data file from anywhere. You use your Excel Program to manage that file.

    Your Client has a QB data file that happens to be on your computer. If it was on my computer, I would open and manage it using my QB program. Since you have their data file, you use your QB program to open and manage it using your QB program. If your client has their own file, they would also have the QB program. They could then even use my QB file, if I sent it to them.

    The Word documents, Excel spreadsheets, and QB files are not "in" anything. They are the same as a paper folder of data, but on the computer. You are asking to migrate or transition your Desktop Client's file to using a QB Online subscription? And there is no going back and forth, and the QBO tools are different than desktop.

    Here is the community article for your QB needs and the migration topic:

    https://quickbooks.intuit.com/learn-support/en-ca/import-or-export-data-files/migrating-from-quickbooks-desktop-to-quickbooks-online/00/580795

    Make sure you thoroughly understand the instructions.

    Don't yell at us; we're volunteers