Switching from Quickbooks Desktop to Quickbooks Online
You can find full details on how to switch from Quickbooks Desktop to Quickbooks Online here.
SCREENSHOT WALKTHROUGH
STEP 1
STEP 2
Please note that your Quickbooks Desktop data will NOT be deleted. After this process is complete, you have one of 2 options:
Start using Quickbooks Online only and never use Desktop version again (recommended)
Use Quickbooks online just for the initial customer info import into Pool Brain and then only use Desktop Version as you did before. If you don't use Quickbooks Online, Pool Brain will not sync info to or from Quickbooks.
If you need assistance with your Quickbooks setup, and want to work with a Quickbooks Pro Advisor who works in the pool industry and also understands Pool Brain, we recommend you reach out to Sharon Burch at Pool Service Quickbooks.