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cambermgmt
February 29, 2024
Question

Accountant account

  • February 29, 2024
  • 1 reply
  • 0 views

My client added me as an accountant, I started doing work for this business, but it was on my practice page and not the client's page by accident. How can I merge these two so I don't have to redo all the work on the client's page?

1 reply

K
KimberlyS
February 29, 2024

Hello there, cambermgmt.

 

I'll share some information to help you move data between in QuickBooks Online.

 

I can see how merging your practice and clients page saves more time and effort. However, this isn't possible in QuickBooks Online Accountant. Therefore, you need to manually enter the transactions into your client's account.

 

On the other hand, you can also export and import your data to your client's page. Although, this is only for the lists and doesn't include transactions.

 

Moreover, you might want to review this material to help you manage your client books to ensure they're accurate: Review your clients' books in QuickBooks Online Accountant.

 

Keep us updated in the Community if you have additional questions when moving your data or other related concerns in QuickBooks Online Accountant. We'll be around to lend a hand.

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