The Comprehensive Guide to Converting from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO)

De: Alicia Pollock

Narrado por: Virtual Voice

Welcome to QuickBooks Online!

Migrating from QuickBooks® Desktop to QuickBooks® Online offers businesses an exciting opportunity to revolutionize their data management.

This book will guide you through the transition:

1. Selecting your best-fit QBO Subscription
2. Converting your file from QBDT to QBO
3. Setting up the new software
4. Cleaning up bad data
5. Opening doors to new possibilities

This guide is designed for small business owners, bookkeepers, and CPAs, providing a detailed roadmap for a successful transition from QBDT to QBO. Whether you are looking for a straightforward migration or seeking to leverage additional features and services, this comprehensive guide will walk you through each step of the process, providing the information and resources you need to import your data smoothly and efficiently.

As technology continues to evolve, more businesses are transitioning from traditional desktop software to cloud-based solutions. This shift offers numerous benefits, including accessibility from home or on vacation, real-time updates, and external integrations. In addition, your accountant can log in any time without cumbersome filesharing solutions!

Intuit is pouring much of its development resources into QBO, while QuickBooks® Desktop (QBDT® or QB Desktop) use is in decline. QuickBooks® Online (QBO®) has been in development now for more than 20 years and has come a long way from its cumbersome but noble beginnings.

When I speak to experienced bookkeepers who have been using QBDT for decades, they frequently express their dismay with the emergence of QBO. They declare that it’s “not as good as Desktop.” But after training literally hundreds of bookkeepers, I have determined that their frustration stems from a lack of training – just because “QuickBooks” is in the name, it doesn’t mean that the software is the same. In addition, if they checked out QBO ten or five or even three years ago, they may have been right back then…but not anymore! Its development has been rapid and comprehensive.

For bookkeepers performing QBDT to QBO conversions, this is an opportunity to not only modernize your clients’ operations, but to transform them.

For business owners, if you’ve realized that it’s time for you to make the switch, the good news is that converting to QBO will transform your workflows and offer greater insights into your data.

This book contains a detailed step-by-step guide to importing an existing QuickBooks Desktop company file from into QuickBooks Online, including:
- Chapter 1: Setting the Stage for Change Management
- Chapter 2: Pre-Migration Needs Assessment
- Chapter 3: If You Decide to Start from Scratch
- Chapter 4: Preparing for Conversion
- Chapter 5: The Conversion Process
- Chapter 6: Post-Migration Setup
- Chapter 7: Cleaning Up Bad Data
- Chapter 8: Leveraging QBO Features
- Chapter 9: Ongoing Maintenance and Support
- Chapter 10: Training and Continuing Education

This short book is part of a series called "QBO IRL (In Real Life)." It ONLY focuses on the steps in converting a QuickBooks Desktop file and importing it into QuickBooks Online. To continue after your migration and learn how to USE QuickBooks Online correctly from the beginning, without fumbling through trial and error, please purchase the flagship book in the series, "QuickBooks Online: From Setup to Tax Time."