Switch Quickbooks Accounts

Migrate an existing QB Company File to QBO

Switch to a New QBO Company File 

It is imperative to contact SingleOps support prior to making this change.

Migrate an existing QB Company File to QBO

  1. QB Admin: Contact support@singleops.com to notify them 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.
  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 support@singleops.com on your existing ticket to inform them of the cutoff date, they will make an update prior to you connecting the new account.
  6. SingleOps Support:  Enter cutoff date on the backend.  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
  7. QB Admin: Connect new QBO account

Switch to a New QBO Company File 

  1. QB Admin: Notify SingleOps that you are wanting to make this transition. Work with SingleOps to determine a transition date.
  2. QB Admin: Add the following information to the new QBO account. Match exactly to the old QB account.
    1. Chart of Accounts
    2. Sales Tax - Match set up and names exactly, and add a * to the end. 
      1. Example:
        1. Old account: Georgia State Sales Tax 7%
        2. New account: Georgia State Sales Tax 7%*
  3. SingleOps: Run Item Export 
  4. QB Admin: On Transition date, disconnect existing QB account.
  5. SingleOps:  Clear old QB Data & Enter cutoff date on the backend.  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
  6. QB Admin: Connect new QBO account
  7. SingleOps:
    1. Update item income/expense accounts
    2. Update job sales tax locations 

Note: Data will not bulk sync in from SOs to the new QBO account, but items, clients, etc. will sync in as invoices begin to sync over. 

 

 

 

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