To get started, reading this Welcome Guide is a must!
So, not sure if this will happen to anyone else, but my client list was basically duplicated in the NEW QBOA. Just be prepared that it might take a little work to clean it up. All of my “inactive” clients are now active again my firm QBO account. That is easy to just go back and make those inactive.
What is a bit more complicated is that for each of my clients on QBO, the NEW QBOA created a new account for them in my firm QBO account. You can’t fix this on the client listing page, you actually have to go to your firm QBO account and change the names there. I found out that you can’t merge the new account with the old one, you have to do it the other way – you have to merge the old account with the new one. You do this by simply changing the display name to the new client name.
Watch out though, because the contact information that you had in your old QBO account does not stay, so you’ll want to make sure to update this before your next billing. (You might even have to enter credit card info again if you have them on a recurring sales receipt.)
You might want to consider printing out a client contact list prior to doing all of this work to your client listing.
Another little glitch came up this weekend. I went to use Transaction Pro Importer on a client that I use it on several times a month. Well, the import went perfectly fine and I got the log that said everything had been imported. After running some reports for client, I started to think that things looked odd. I realized that the import never actually happened in my QBO file. I tried it a few more times, and still nothing.
My fix finally came to me this AM. I went into Transaction Pro Importer and disconnected the QBO file, then reconnected it. Everything went back to normal. I’m still getting used to the new QBOA and working out glitches, but I am excited about where I can take it and how I’ll be able to use it for my firm.
I’ll be coming back to this post and updating it with information I learn about my conversion.