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December 11, 2021
Question

Can I move my QB online information onto my accountant's desktop Professional Quickbooks?

  • December 11, 2021
  • 2 replies
  • 0 views
Can it be done?

2 replies

Fiat Lux - ASIA
December 11, 2021

Do you need to migrate data from QBO US version to QBD US Accountant edition? Utilize the conversion tool for free or purchase a 3rd party conversion service.

December 11, 2021

Hello there, @mehrdadprto.

 

I'd like to add a few details about moving data to QBDT.

 

Are you trying to share the information with your accountant? If yes, you can invite your accountant to your QuickBooks Online account.

 

Once the invitation is accepted, your accountant will be able to access and review your data. With that, there's no need to move the data.

 

These steps will walk you through the process.

 

  1. Go to the Gear icon and click Manage users
  2. Proceed to the Accountants tab.
  3. Click Invite accountant, then enter the accountant's name and email address.
  4. Click Save

 

If you need to migrate data from QBO US version to QBD US Accountant edition as Fiat Lux - ASIA clarifying question, you can convert your data by following the steps mentioned in this article: Export and convert your QuickBooks Online data to QuickBooks Desktop.

 

As another option, we can look for a third-party application that helps you move your QB online information onto your accountant's desktop Professional QuickBooks.

 

You can visit our App Center to see if there's a third-party application you can use as an alternative. We have plenty of third-party apps that can be integrated into QuickBooks Desktop. You can find the application in the Search box. 

 

Feel welcome to post again if you have further questions about managing your QuickBooks data. Take care, mehrdadprto.