Switch Quickbooks Accounts

Common Scenarios 

QBD > QBO, Migrating Company File 

QBD > QBO, New Company File (Not Migrating Old File)

Common Scenarios

As your business grows and changes, you may need to connect a new Quickbooks Online account to an existing SingleOps account. Review the process options below to see which one fits your needs. Please reach out to your SingleOps Representative to help guide you through this process!

QBD > QBO, Migrating Company File 

1. QB Admin: Contact SingleOps to notify us of the planned change. 
2. QB Admin: Get your current file (the old one) up to date. This includes syncing anything in the pending sync list or in the sync wizard (QBD). 
3. QB Admin: Note the date that this update is done (cutoff date), and disconnect the current file in the SingleOps account settings. The cutoff date should match when the old QB account was disconnected from SingleOps. This will mark the following records to never sync:
   1. Invoices with an invoice date before provided date
   2. Payment records with a payment date before the provided date
   3. Fully paid invoices regardless of date
4. QB Admin: Migrate the QB company file data from the old file to the new company file. This step must be completed. This will ensure we get the same chart of accounts, product and services, tax data, customers, etc. Without this step being done the new file will not work. 
5. QB Admin: Contact SingleOps on your existing thread to inform us of the cutoff date, we will make an update prior to you connecting the new account.
6. SingleOps: Notify QB Admin when back end update is completed and can connect new QBO account.
7. QB Admin: Connect new QBO account

QBD > QBO, New Company File (Not Migrating Old File) 

1. QB Admin: Contact SingleOps to notify us of the planned change. 
2. SingleOps & QB Admin: Schedule a call to walk through process. 
3. QB Admin: Make required updates in new QBO account
   1. Sales Tax does not sync from SingleOps into Quickbooks. You will need to create your sales tax combined rates within your QBO account. You will want to add a differentiator between your existing sales tax names and the new ones, a * or . or new naming convention. Example:
      1. Old account: Georgia State Sales Tax 7%
      2. New account: Georgia State Sales Tax 7%*
   2.  Review income accounts  associated with SingleOps items
      
   3. Choose Cutoff date. This will mark the following records to never sync:
      1. Invoices with an invoice date before provided date
      2. Payment records with a payment date before the provided date
      3. Fully paid invoices regardless of date
4. SingleOps & QB Admin: Schedule a call to transition the accounts
5. QB Admin: Update Sales Tax Location on existing SingleOps Jobs