Merging two QBO Files for a 501c3

I inherited a set of books after a coworker retired. These books are for a 501c3 and we try to minimize our hours worked in the books as much as possible.

For some reason, the client has a QBO set of books for their day to day accounting and then another set of QBO books for Payroll processing. This is not required by the client and the reason I received from my manager sounds more like the former accountant did not understand QBO enough at the time, had issues that they could not resolve and opened the two sets of books because payroll needed to be run. (My firm is very Quickbooks Desktop heavy and I'm one of the few that work with Quickbooks Online).

On top of this all, the client is not very tech savvy. She does not know the password for the accounting set of books and is not able to understand there are two different sets of books to log into. She is familiar with the payroll side of the books and knows that password since she runs payroll.

I would like to get these two books into one subscription and location.

  • How many hours do you think this process will take?
  • How easy is the import process?
  • Do you suggest I import from the Payroll books to the Accounting books or the Accounting books into the Payroll books?
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u/Zanooka — 2 months ago