Before attempting to upload your accounts, please ensure the following:

  • You are online and connected to the internet.
  • You have a QuickBooks Online Account and you are able to access the data you wish to upload.
  • You have Master or Company Admin access to the company accounting data on your QuickBooks Online account
  • You know the User ID and Password for your QuickBooks Online account.

You may need to ask your IT department for some of the above information.