I have new client and their previous accountant was using QuickBooks Desktop. How do I transfer them to QuickBooks Online if I don't have access to their desktop data. Can the client request a backup file so that we can upload into the Online?

You are correct, Gray. Your client has to ask for the backup file and convert it to QuickBooks Online (QBO). I'm here to guide you through the conversion process.

Upon receiving the backup file from the prior accountant, you can utilize the online tool for the conversion. Please ensure the file format is either .qbw, .qbb, or .qbm.

Before using the tool, please keep in mind the things below:

1. Verify that your chart of accounts balances is current and accurate.
2. Confirm that your balance sheet aligns with your most recent tax return.
3. Reconcile your bank and credit card statements.
4. Assign appropriate categories to any open transactions.
5. Settle any outstanding invoices.
6. Complete any pending payroll runs or payroll tax payments. Allow 2-3 days after processing payroll before migrating your data to ensure all payroll details are transferred to QBO.
7. Ensure to terminate or deactivate any employees who are no longer active in your employment and have not received payment in the current year.

After verifying the above statements, please follow steps 1 and 2 of this article: Move your books to QuickBooks Online with an online tool.

Additionally, you can refer to this article about personalizing your financial records:

Let us know if you have other questions about migrating your QuickBooks Desktop files to QBO. We'll be here to help you in any way we can.