Can I convert my current business essential package to QBOA?Then import my client onto QBOA?

Forum|Forum|3 years ago
January 25, 2023
2 replies
1 view

Im an accountant with clients, Need assistance setting up QBOA.
Only learnt about QBOA much later.

QuickBooks Online

Kurt_M

QuickBooks Team

It's a pleasure to have you here, @klnassist. Let's work this out, so you use QuickBooks Account Online (QBOA) and manage your client's books.

Before doing so, I'd like to share a few details about your query. Know that the QBOA is free for your firm. What you'll want to do is you'll export all the data from your QuickBooks Online company. This way, you have a copy of your files and can access them in the future if you need to.

You'll then cancel your current subscription and sign up for a QBOA account. I'll gladly walk you through the process to get you started. To cancel a QBO subscription, refer to this page: Cancel your QuickBooks Online subscription or trial.

Now, to sign up for QBOA, these are the steps:

Head over to our website.
Select the Sign up link.
Follow the steps to create a new firm.

Once done, you can continue and setup your QBOA firm. For more information, please see this page: Sign up for QuickBooks Online Accountant.

Since importing clients from QBO to QBOA isn't unavailable, you can consider other ways to have them in your accounting firm so you can manage their books. You can ask your clients to invite you as their accountant or add them directly to your accounting firm. I recommend checking this article for further guidelines: Add clients to QuickBooks Online Accountant.

In addition, I've got you this article to help you handle your clients: Manage clients in QuickBooks Online Accountant.

If you want to explore and practice using your accounting firm, you can visit this page: Practice with sample client companies in QuickBooks Online Accountant.

@klnassist, if you need further assistance with this or have any additional QuickBooks-related concerns. Don't hesitate to mention my name in the comment section. I'll be more than happy to cater to your queries again. Take care, and have a nice day!