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December 31, 2023
Question

Can I create a file from quickbook online to send to my account who only uses quickbook desktop?

  • December 31, 2023
  • 2 replies
  • 0 views

Quickbook has increased price for quickbook desktop and made into subscription.  We have less than 4 employees and quickbook desktop prices is outrageously expensive for us.    Our accountant/CPA insist on using desktop version.    If we were to switch to quickbook online, can I still create quickbook desktop copy version to give it to my account on USB?  This might be less headache than switching our accountant. 

Thank you.

2 replies

December 31, 2023

You can convert data from QBO to QB Desktop whenever you need it and send the backup file to your accountant. You can use the trial version of QB Desktop to do so or purchase a 3rd party conversion service.

December 31, 2023

Hi there, @namu. Let me share some information about creating a copy of your data in QuickBooks Online. 

 

QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) are accounting software on different platforms. Thus, you can perform some features in QBDT but not in QBO and vice versa. You can refer to our QuickBooks website to compare the two products.

 

Moreover, I understand that your accountant prefers to use the desktop version. If you want to switch to QBO, and still want your accountant to use the desktop to access your files in your account, you can export your QBO data to the desktop. However, this process can be time-consuming as you will repeat the process each time you want to send a copy to your accountant. Additionally, your accountant can't send you a copy of changes made on the desktop, such as reconciled accounts, and import them into QBO because these changes need to be manually recorded and managed exclusively in QBO.

 

If you want to use QBO as your accounting software, I recommend inviting your accountant to QBO so they can still access your data and files seamlessly. 

 

Additionally, in case you switch to QBO, you can access this article for a quick guide to the program: Get started in QuickBooks Online: a quick tour & what to do next.

 

Keep us posted if you have other questions about switching to QuickBooks Online. We'll be right here ready to help so you can find the right tool for your business needs. Have a great day!