While we do not recommend changing Quickbooks Online accounts we understand that the necessity to switch to a different Quickbooks account can, at times, unavoidable. MediaOS has a vetted process for switching to another Quickbooks account.
Prior to deciding to make the switch to another Quickbooks Online account, there are a few things to consider.
- - Our support staff will work with you to fully disconnect your current Quickbooks account from MediaOS.
- Switching from one Quickbooks Online account to another will result in all invoicing and payment data to be removed from MediaOS.
- You will be responsible for exporting a copy of all invoices and payments from your MediaOS account prior to disconnecting from your current Quickbooks Online account.
- MediaOS cannot provide support for merging or importing relevant invoice or payment data into your new Quickbooks Online account.
- Once your new Quickbooks account is connected you will need to re-map all products and accounts to Quickbooks.
Follow these steps should you determine that moving to a new Quickbooks Online account is necessary.
- - Contact our support team at support@mediaos.com. A member of our support staff will schedule a call to walk through the process.
- - Prior to disconnecting your current Quickbooks Online account, you will need to ensure that you have exported a copy of invoices and payments from your MediaOS account.
- - Your new Quickbooks Online account will need to have relevant accounts, invoices, and payments imported into it.
- - Quickbooks Items will need to be created in your new Quickbooks account.
- - Once you have completed these steps, confirm with our support team that you are ready to switch accounts.
- - When our team has received confirmation, we will fully sever all ties with your current Quickbooks account and confirm that accounting data no longer exists in your MediaOS system.
- - Once you have received confirmation from our team, you are ready to connect your new Quickbooks Online account! For more information on integrating with Quickbooks Online and mapping your products and accounts, click here.
