Moving from QuickBooks Desktop to QuickBooks Online? Know Before You Go…

 In Post, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online, QuickBooks Tips and Training

Thinking about converting from a QuickBooks desktop product (Pro, Premier or Enterprise) into QuickBooks Online (QBO)?

If so, it’s important to understand the potential limitations of moving your data from QuickBooks desktop into QBO.

POTENTIAL CONCERNS WHEN MOVING TO QBO

Intuit has put together an extensive support article that discusses the import limitations of moving to QBO.

I’ve put together a handy checklist below (download your own PDF copy of it today!) that shows you the various areas where data may not transfer cleanly from QuickBooks desktop to QBO):

Converting from QuickBooks desktop to QBO

Evaluate the pros and cons of making the change into QBO in each of these specific areas. The support article explains each topic in more detail to help you evaluate the impact on your business.

MEASURE TWICE – MOVE ONCE!

If a move into QBO is on the horizon for you, it’s essential to go into the project with as much insight as you can.

For those clients I’m helping in the transition, we’re doing at least one “test conversion” well ahead of the QBO “go live.” This helps identify any potential problems so they can be reviewed and resolved before the actual conversion into QBO takes place. I strongly encourage you to do the same.

There’s nothing worse than ending up with a pile of “oh, crap!” discoveries AFTER you’ve converted!

SAVE 50% ON QUICKBOOKS ONLINE FOR THE FIRST 12 MONTHS…

Once your review is complete and all systems go for a move into QBO – might as well save your business some money – get a 50% discount on your QBO subscription for a full 12 months.

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