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product update

Migration Corner: Moving from QuickBooks Desktop to QuickBooks Online—May 2023

The migration experience is easier than ever. Here are a few of our latest updates:

Accountants, save more than 60% for 24 months when you buy QuickBooks Online for 5 clients in a bundle.* With this limited-time offer, it’s never been a better time to help more clients move to QuickBooks Online. Contact a migration specialist at 888-241-3279 to take advantage of this special offer and help your clients get the benefits of Online for less. 

Despite messages you may have seen elsewhere, only QuickBooks Desktop 2020 products will stop receiving updates and tech support after May 31, 2023. While we recommend that those using Desktop consider migrating to QuickBooks Online, other editions of QuickBooks Desktop continue to be available. Learn more

Just how different is it to work in QuickBooks Online after migrating from Desktop? See for yourself what it actually looks like to work with sales and invoicing, expenses, and inventory, set up payroll and sales tax, and check cash flow and reporting, plus much more, with “Intro to QuickBooks Online for QuickBooks Desktop users”:

Did you know you can get a free account on QuickBooks Online Accountant? Sign up to get seamless collaboration and essential work tools, just like in QuickBooks Desktop Accountant. You can centralize your client list in QuickBooks Online Accountant for better visibility. From there, you can also add and manage the QuickBooks Online subscription, connected services, and third-party apps that best fit each of your clients. Here’s how to add a client to QuickBooks Online Accountant.

Once you’ve added your client list, you can use several productivity tools to help each one manage their business:

  • Consolidate notes and contact info from a single dashboard.
  • Securely message clients and share documents.
  • Create, assign, and track projects from start to finish in one place.
  • Open multiple windows to jump between clients as needed rather than logging in to one individual account at a time.
  • Add connected services and third-party apps to your clients’ custom technology solutions.

Now, more businesses can get the most out of QuickBooks Online and QuickBooks Online Payroll, thanks to an update to include Form 943, Employer’s Annual Federal Tax Return for Agricultural Employees. We’ve put your feedback in action to provide this 943 filing option, which had previously only been available in QuickBooks Desktop Payroll. Now, your clients with agricultural businesses using Desktop can move to QuickBooks Online and Online Payroll, rather than having to manually file their federal taxes or tack on another solution. Learn more

For more migration resources, guides, and tips, we’ve created a QuickBooks Online Migration Toolkit that provides all the information you need for a smooth transition.


Important product information

Bundle Subscription offer terms:


Bundle Subscriptions: Eligible accounting firms who purchase one or more QuickBooks Online Essentials, Plus and/or Advanced (“QBO”) bundle subscription plans listed below (“Bundle Subscriptions”) between March 27, 2023 and July 31, 2023 (“Promotional Period”) can receive the following monthly price for up to two years.

  • 5 for $100 ($20 each QBOA Customer/per month) of QuickBooks Online Essentials (“QBO Essentials”);
  • 5 for $150 ($30 each QBOA Customer/per month) of QuickBooks Online Plus (“QBO Plus”)
  • 5 for $350 ($70 each QBOA Customer/per month) of QuickBooks Online Advanced (“QBO Advanced”)

Eligibility: This offer is valid to accounting firms who register or have registered Intuit QuickBooks Online Accountant (“QBOA Firm(s)”) and purchase Bundle Subscriptions for multiple clients (“QBOA Customer”) who are new to QBO and/or migrating from QuickBooks desktop. QBOA Firms may only purchase Bundle Subscriptions from the QuickBooks Online Accountant Sales team.

QuickBooks Online list price may be subject to change at any time at Intuit’s sole discretion. All Bundle Subscription monthly prices are quoted without sales tax. If you add or remove any attached services, your service fees will be adjusted accordingly. Attached services will be at standard ProAdvisor Preferred Pricing (PAPP) pricing.

Offer Terms: The offer term is two (2) years from the purchase date of the Bundle Subscriptions (“Offer Term”) and is followed by the then-current ProAdvisor Preferred Pricing. The offer will expire when a QBO subscription is canceled or terminated prior at any time during the Offer Term. All Bundle Subscriptions must be activated or attached to a QBOA customer within 60 days of purchase, or the pricing for all non-activated units will revert to then-current ProAdvisor Preferred Pricing. The offer is valid only for QBOA Firms who register for Bundle Subscriptions. Any canceled or terminated QBO subscriptions during the Offer Term cannot be transferred to another QBOA Customer. Bundle Subscriptions cannot be combined with any other Intuit offer. Offer is limited to twenty (20) Bundle Subscriptions per QBOA Firm, valid in the US only, and is non-transferable. Exceptions may be granted at Intuit sole discretion if QBOA Firm requires purchase of twenty-one (21) or more Bundle Subscriptions.

Billing: The QBOA Firm’s account will automatically be charged on a monthly basis. The first bill date will be on the date of enrollment. Bundle Subscriptions will be charged to the credit card through the QBOA account. Payment is due, in full, immediately upon monthly invoicing. To remove a QBO subscription from your Bundle Subscription, please click here and follow the prompts. Removal of the billing for QBO subscription will become effective at the end of the monthly billing period. All future monthly QBO subscription charges will be at the then-current ProAdvisor Preferred Pricing. You may remove QBO subscriptions from your Bundle Subscriptions at any time. Your QBOA Customer may also cancel their subscription at any time, by going to the Account & Settings in QBO and selecting “Cancel.” QBOA Customers will not receive a pro-rated refund. Cancellation or termination of the QBOA Customers from Bundle Subscription will not terminate the QBOA Customer’s user rights. For more information on managing user rights or deleting clients, please see here.


* Payroll built into QuickBooks Online:  QuickBooks Online integrates with QuickBooks Online Payroll and each service requires an active account. Additional terms, conditions and fees may apply.

Terms, conditions, pricing, special features, and service and support options subject to change without notice.

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