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#Quickbooks company settings menu pdf
#Quickbooks company settings menu pro
#Quickbooks company settings menu mac

Walk through it together with your client. Most of the time conversion is quite easy. This same resource provides information on what to expect when converting inventory. Also, please be aware that if your clients want to convert inventory, they will be converting to FIFO costing in QBO. I would recommend watching this at least once for an overall understanding of what could or could not happen during a conversion.

This video with PDF guide “Complex Conversions” is available in your QuickBooks ProAdvisor® tab or just click this link. If you need more detailed information on this topic, look at Module 1 of the QBO Advanced Certification course. If you are converting from Enterprise or Mac, click these links to view additional conversion steps.

NOTE: The conversion outlined here is a transition from Desktop Pro or Premier. Once the conversion tool has done its job, there are additional steps.įor a detailed look at the steps outlined below, you can view a step-by-step demo of a conversion from QuickBooks Desktop to QuickBooks Online here.

If your client is a QuickBooks Desktop user, there is a wonderful conversion tool in both Desktop and Mac editions.

Gear > Your Company > Account and Settings > PaymentsĬonverting clients from QuickBooks Desktop to QuickBooks Online.

Gear > Your Company > Account and Settings > Sales.

Left Navigation > Workers > Employees > Get Started.

Gear > Your Company > Account and Settings > Company.

There are some settings you will need to look at on behalf of your client. Click the next to your client’s company name to open the file. Pretty simple, right? The new QBO file should already be listed on your client dashboard in QBOA.

Choose subscription & who will pay the subscription fees.

You must be at the Your Practice screen or the workflows below will not be there. Make sure you are not in a client’s file. Log into QBOA and look for the “ +” symbol at the top right. This checklist starts by working from the QuickBooks Online Accountant (QBOA) dashboard. If your client is new to the QuickBooks family, setting up QuickBooks Online (QBO) is just a few clicks away. This section is designed to walk you through the process, step by step, with easy-to-follow checklists.

Now it’s time to set them up! Whether you’re setting up a new client or moving your first client from QuickBooks® Desktop or Mac to QuickBooks Online, the process is not as difficult as you may think. Congratulations on securing your new client.

#Quickbooks company settings menu pdf

#Quickbooks company settings menu pro

#Quickbooks company settings menu mac