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L
Lexconcierge
February 18, 2023
Question

QB Desktop multiple company files to QB online

  • February 18, 2023
  • 1 reply
  • 0 views

I currently use QB Desktop Pro 2019 and am considering moving to QB Online.  I have multiple company files on QB Desktop.  It doesn’t look like the online version supports multiple company files.  Is this correct?  

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
February 18, 2023

One QBO account is for one company file. If you have more than one company file with the same tax id, you can use the class tracking or location feature available in QBO Plus and Advanced to manage them. You may need to purchase a 3rd party service to merge data from QB Desktop.

https://quickbooks.grsm.io/Canada

 

L
Lexconcierge Author
February 18, 2023

Thanks for the reply.  Our concierge business has a tax ID.  We use the company files to keep track of various clients’ accounts for them.  

It looks like you’re saying we’d have to have a different QBO account for each client which is more cost prohibitive than buying a new version on QB Desktop.

T
Trish_T
February 20, 2023

Hi Lexconcierge,

 

Thanks for getting back to us here.  With QuickBooks Online Accountant, you can mange your client's books with one login.  Client's who are subscribed to QuickBooks Online, can invite you to there books.  This provides the ability for you to access their accounts, directly from your firm.  

 

Please don't hesitate to contact us for additional information and the best fit for your business needs.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
 

If you have any other questions, feel free to reach back out.  We'd be happy to help!

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