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shane31
July 26, 2023
Question

Is there a way to move the included "your books" in QuickBooks Online Accountant to a "regular" subscription?

  • July 26, 2023
  • 8 replies
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8 replies

JamesM4
July 26, 2023

Hello shane31,

 

It's exciting to learn you're using QuickBooks Online Accountant to help streamline your business and get ahead with your work. I'll be happy to steer you in the right direction so you can continue to do the things you love. 

 

In order to manage your clients in QBOA, I encourage you to check out the following article as it shows you how to: Manage clients in QuickBooks Online Accountant. Based on what you've described, I gather you're looking to move a client that's under your list. One option is to transfer the billing to the client or by making them inactive on the list. The article shows you how to make a client inactive from the list you've pointed out above in your question. You're more than welcome to ask other questions as you go through the article. 

 

I'll be one message away in case you need anything else. Otherwise, I wish you a great rest of the day. 🙂

shane31Author
July 26, 2023

Thanks for the reply. Actually, what I'm hoping to do is move my firm's books from the included "your books" in QBOA to a separate, "regular" QBO subscription. I have discovered the functionality isn't the same with the "your books" version, and that's causing problems for my bookkeeper.

 

tks,

 

Shane

JamesM4
July 26, 2023

I'd like to get a visual reference of the screen you're on. Could you send me a full screenshot showing the screen with your firm's books? You're more than welcome to cover any sensitive info that may be in the screenshot since this is a public support channel. 

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