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Feb 4, 2023 5:57 PM UTC
Question

I RECENTLY UPGRADED TO QB ONLINE. AND HAVE WINDOWS 11. HOW DO YOU FIND THE QUICK BOOKS ICON THAT TAKES YOU TO YOUR COMPANY FILES?

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1 reply

MaryLandT
Feb 4, 2023 8:11 PM UTC

Hi there and welcome to QuickBooks Online, creativeapprl-gm.

 

You need to access QuickBooks Online (QBO) via a web browser. I'll guide you through the steps.

 

  1. Go to our sign-in help page.
  2. Enter the phone number, email address, or user ID for your account.
  3. If you enter a phone number or email address, we’ll send you a text or email with a verification code. 
  4. If you enter a user ID, choose which method you prefer.
  5. Enter the verification code we sent, or follow the instructions in the message. We may ask you for a little more info to make sure it’s really you.


 If you're having issues logging into your QuickBooks account, use this article and try other troubleshooting steps: Recover your Intuit Account if you can’t sign in.


If you need to transfer data, this article provides the steps: Move your QuickBooks Desktop file to QuickBooks Online. It also includes a quick video tutorial so you won't miss any of the procedures.

 

After moving your data, you can browse this link to see what information won't transfer to QBO: Differences in how your books appear.

 

Let me know if you need more help accessing QBO. Just leave a comment below and I'll get back and take care of you. Thank you and have a wonderful day ahead.