Migration from QBO to QBAO

Do you need to migrate data from QBO to QBO Accountant? or

Do you need to access QBO accounts from your QBO Accountant account?

Thank you for your interest in using QuickBooks products, @rajendren. It's my pleasure to help you upgrade your subscription and move your data seamlessly.

Since you're trying to upgrade your QBO subscription to QBOA, may I know if you're referring to QuickBooks Online Accountant or QuickBooks Online Advanced? Know that these are different products and offer distinct features from one another.

The Accountant version has the tools, training, and strategic advice to guide you every step of the way. On the other hand, Advanced includes the functionalities of QuickBooks Online, but more robust business analytics, customization, and resource management.

To upgrade your subscription, here's how: 

1. Go to the Gear icon, and then choose Account and Settings.
2. Click the Billing & Subscription tab, proceed to the QuickBooks Online section, and select Upgrade your plan.
3. Review the available plans and then tap Choose plan.
4. Follow the on-screen steps to upgrade your plan.

For more detailed steps, please refer to this article: Upgrade or downgrade your QuickBooks Online subscription. This will walk you through changing your client's service level.

However, if your goal is to upgrade to QuickBooks Online Accountant, check out this link to sign up for free: Intuit QuickBooks.

After that, scan these guides for complete instructions to export data from QBO and import them into QBOA:

• Export reports, lists, and other data from QuickBooks Online
• Importing data to QuickBooks Online

If you need further assistance moving data, please let us know. We're always available to help you.