![]() ![]() ![]() After the conversion is complete, you’ll receive an email with an. 1 Check your email for the Import Summary Report. Import Summary Report for Windows and Mac. THE ACCOUNTANT’S GUIDE TO MOVING CLIENTS ONLINE 9. PART 2: HOW TO CONVERT QUICKBOOKS DESKTOP DATA TO QUICKBOOKS ONLINE. ![]() You can also set a preference to have the Home Page come up when you open a company file. The “My Preferences” tab in the “Desktop View” allows the user to choose multiple windows so the user can see more than one window at a time. If any of this information has changed (or all of it), you can update it now. This should bring up the current company information associated with your Quickbooks account, including name, phone number, street address, and email. NOTE: If you are using QuickBooks in a multi-user environment, only the Admin account can access the Company Information area of QuickBooks. Once here, take note of the other information being stored here as well, just in case any other information needs updated at the same time. ![]()
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