QBOA's 'Add a Client' Feature – Same Process, New Look

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QBOA is rolling out a new look. What does that mean to you? For starters, it means the "Add a Client" dashboard has more information and is easier to use.

Have a look at the new look:

Let's take a closer look:

The new design selections, ability to easily understand how to create a client account, and selecting QuickBooks Online subscription types and Team access make it a smoother experience.   

And more importantly, let's look at what has not change – like converting a QuickBooks Desktop company to QuickBooks Online.

In addition, converting an existing QuickBooks Desktop company to QBO also still has the same best practices steps: from QBOA, create client company shell, then import the QB Desktop company

So, only the look has changed in QBOA, not the process.

Here’s a refresher of the steps for converting a QuickBooks Pro/Premier file to QuickBooks Online:

  • Open QuickBooks Desktop, click Company, then select Export Company File to QuickBooks Online.
  • Enter your QuickBooks Online login info, agree to the Terms of Service, and then click Submit:
  • Pick the online company you want to import your data into or choose to create a new company:
  • Select whether you want to import only "Lists and balances" or "All company data" from your QuickBooks desktop file:
  • If all goes as planned, you should get a window that looks like the one shown below. Click the "OK, got it" button:
  • Once you've completed the import, sign in to the newly created QuickBooks Online account.
  • Compare the Profit and Loss and Balance Sheet standard reports in QuickBooks Online and in QuickBooks Desktop to ensure the desktop file data was transferred correctly.