Converting Your Client from QuickBooks Desktop to QuickBooks Online
By Stacy Kildal
So you have a client that wants to make the jump from QuickBooks Pro, Premier, Mac, or Enterprise? This is indeed exciting news, and I shall happily guide you through this process. Come with me, and let's go down this path together. I promise you're in good hands; I've been doing this for a very long time.
If you haven't seen QuickBooks Online (QBO) in a while, things have changed a bit, but this is a good thing! It's so easy to create a QBO account and convert your QuickBooks Desktop (QBDT) data these days. Just a few clicks of the mouse, really.
Before we start, let's look at how it used to be done. First, you or your client would have to create an account and enter credit card information, even though there's been a free thirty-day trial for as long as I can remember. Once the account was set up, if you set it up and used your own credit card, you'd have to invite your client and have the client change the billing information. Typically, I would have to schedule a phone call with my client to make sure this actually got done.
Then to convert a QBDT file to QBO, you would do this:
Once you had that done, you’d have to log in to QBO, head to the company menu, and tell it you wanted to import your data from QBDT. A short time later, you'd get an e-mail telling you it was all good to go and you were set. Now, it’s MUCH easier.
I recommend starting from the Client List in QuickBooks Online Accountant (QBOA). If you don’t have a QBOA account, you can get one started here. If you are a QuickBooks ProAdvisor, you get QBOA as one of the many benefits included with membership.
When you’ve logged into your QBOA account, you’ll see something that was just rolled out before this article was written, a brand new Client List, complete with a big button in the top right that says: +New QBO Company. Click that!
You’ll then be asked to give this a name. Go ahead and put your client’s company name in there and choose what subscription level you want – Simple Start, Essentials. or Plus. (For more information on what features are available in each, check out this product comparison. For pricing, look here.)
Once the company is created, this window pops up to tell you how to convert QBDT to QBO. One thing to keep in mind: If you're converting from QB Mac to QBO, you first have to save your Mac file for Windows and open it in QB Pro/Premier/Enterprise in order to convert it to QBO.
As you can see, it gives instructions on how to prepare your QBDT file. If you click through this too fast, no worries! You can find the same information when you log into QBO and go to the Company tab, hover over More in the menu ribbon, then click “Import QuickBooks Desktop Data” from the drop-down.
I love that you’re asked to make sure if QBO will be right for you first! It even gives you a short list of considerations. For a more detailed listing of what will and won’t convert, check out my recent article at QuickBooks and Beyond.
Once you’re logged in, you’ll see a screen that has all of the QBO accounts you have access to that are still in the sixty-day period where QBDT can be imported. (Note: you can import QBDT as many times as you want or need to within the first sixty days of starting the subscription; each time it will overwrite any existing data.)
Another thing to point out here is that you can also start the process from QBDT, rather than from QBOA. As you see here, you have the option of choosing an existing QBO company or creating a new one.
Just to double-check, you’ll be asked if you’re absolutely, positively sure you want to upload the data into QBO:
You’re all done when you see this happy little window – good job!
When the file has been imported successfully, you’ll receive an e-mail with some colorful clouds, letting you know you're ready to roll! This will be sent to the e-mail address associated with Intuit ID you used to log in while you were in QBDT.
You can either click on the link in the e-mail, or if you’re like me, just see the subject line and go to QBOA to open the new Client.
The next thing you need to do (we’re almost done), is invite your client(s) by hovering over the Company tab in QBO and choosing Manage Users from the menu ribbon. You’ll click the New button in the bottom right:
Lastly, once your client has accepted the invite, you can go back to Manage Users and click the “Transfer Master Administrator” button to assign that role to your client:
The entire process takes about twenty minutes, and it will make you look like a hero to your clients! They don’t have to worry about converting, and you don’t have worry if the setup was done properly. By starting with QBOA, you’ll already be set as the Accountant User in the QBO company as well as have it listed in your QBOA Clients List.
For more information on how QuickBooks Online handles importing from QuickBooks Desktop, check out this article.
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