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Rebecca R
QuickBooks Team

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Hey there @LeithG. It's good to hear from you and I hope you're doing well!

 

I'm so glad that you've ventured into the realm of becoming a QuickBooks-certified ProAdvisor - your contributions to our Community don't go unnoticed so I love that you're taking the next step to expand on the guidance you offer. I hear what you're saying though, and having all of your business details in an existing QBO account definitely poses a challenge, since I'm sure you want to take advantage of the additional features that come with a QuickBooks Online Accountant subscription for you and your clients.

 

Our support team was correct when they informed you that there's no option to merge your accounts so that your existing data can combine with your new data in your QBOA account. I appreciate that you've used the option to submit Feedback on this and I'll be sure to pass this along to my team as well since I can see the value in a function that allows account merging.

 

I'm sure you're aware of the options to export your data from your QBO subscription, and the ability you have to import that data into your QBOA account. This isn't a perfect solution because not all of your data will transfer and it can be a time-consuming process, taking away time that could be better spent doing what you love. In case you'd like a refresher, here are a few articles on the Export and Import process:

 

 

I'll leave this thread to our other Community members now so that they might chime in and provide their experiences and opinions. Somebody else is bound to have run into a similar scenario and they'll be able to advise you on what worked best for them. I'll also pass along the message that some of our ProAdvisor Account Managers have incorrect email addresses so that this can be rectified. As you'll notice, the email address you shared has been removed from the post so I cannot address the specific manager you're referring to, but if you'd like me to feel free to reach out on Social Media to share the details and I'll take a look into it further: FacebookTwitter, and Instagram.

Don't hesitate to reach out if you have other questions or concerns. My team and I are here to help! 

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