how do I setup quickbooks accountant online and migrate a Quickbooks for Windows client?

Forum|Forum|3 months ago
March 12, 2026
2 replies
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I have just purchased an Accountant Online account. I need to set this up. How do I go about this?

QuickBooks Online - International

LouiseG12

QuickBooks Team

Hello there, Derek. I can see that you’re already have QuickBooks Online Accountant (QBOA). To make sure the migration go smoothly, could you clarify which specific regions your accounting firm and your client's QuickBooks Desktop (QBDT) are registered in? This is a vital first step because QuickBooks Desktop is exclusive to the US, UK, and Canada, and company files can only be migrated to a QuickBooks Online (QBO) account within that same geographic region.

For the data transfer to work, your client will have to ensure their new QBO subscription matches their current QBDT version exactly. The link I've added is dedicated for US since migration isn't available for Global community.

It is also important to keep in mind that QBOA does not support managing clients across different different global regions from a single dashboard. If your firm and the client are not in the same regions, you would need to create a separate QBOA specifically for them.

Alternatively, you can always have them invite you to their company as a company admin. This allows you to access their data without needing a region-specific account.

If you have additional questions, feel free to revisit this thread.

Derek-D-CostaAuthor

Hi Louise and SIAB
We are using QB Windows. and have subscribed to QBOA
I am migrating Desktop version to QBOA.
I need to migrate all the data, COA transactions etc.. from QBDesktop to QBOA "Your Practice"
I will then migrate client files once this is complete.
My challenge is migrating all the data. I expect this is using csv export but I need to know what will not be transferred or
is there a migration tool.