Additional information
by Alicia Katz Pollock (Author)
Converting from QuickBooks(R) Desktop (QBDT) to QuickBooks(R) Online (QBO) is more than a software upgrade-it is an opportunity to modernize your bookkeeping, improve workflows, and gain better visibility into your business finances.
This practical step-by-step guide walks small business owners, bookkeepers, accountants, and CPAs through the complete process of migrating an existing QuickBooks Desktop company file into QuickBooks Online. Whether you are performing a straightforward conversion or preparing for a larger cleanup and modernization project, this book provides a clear roadmap for making the transition successfully.
Inside this guide, you will learn how to:
- Choose the right QuickBooks Online subscription
- Evaluate your company's migration needs
- Prepare your QuickBooks Desktop file for conversion
- Decide whether to convert or start from scratch
- Complete the QuickBooks Online migration process
- Configure and set up your new QBO company
- Clean up bad or outdated data
- Avoid common migration mistakes
- Leverage QBO features and integrations
- Maintain and support your new system after conversion
The instructions are detailed, practical, and written from real-world experience. Throughout the book, you will find best practices, troubleshooting tips, and warnings about common issues that can create problems during or after migration.
For business owners, switching to QuickBooks Online can transform the way you manage your company by providing easier collaboration, cloud access, automation tools, and improved reporting capabilities.
For bookkeepers and accounting professionals, QBDT-to-QBO conversions create an opportunity not only to modernize a client's bookkeeping system, but also to improve workflows, streamline processes, and expand advisory services.
Part of the QBO IRL (In Real Life) series, this book focuses specifically on converting and importing QuickBooks Desktop company files into QuickBooks Online.
To continue learning how to use QuickBooks Online effectively after your migration, pair this guide with the flagship companion book: QuickBooks Online Bootcamp: From Setup to Tax Time.
