How to Overwrite “Your Books” Data in QuickBooks Online Accountant

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Overwriting Books

Any of your client's files that have been created within the last 60 days will be listed in the drop down. Whenever you are converting a client's file from desktop to QBO and you create the client's file in QBO before performing the conversion, you will be given this list of files to choose from. Make sure you pick the correct file from the drop down because the software does not currently ask "Are you sure?" It seems like someone in a hurry might easily pick the wrong file with bad consequences.

Nancy Orben 248 days ago

Thank you!

I am so excited for this article! Cannot wait to try it out.

ej 248 days ago

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