There are many benefits to migrating from QuickBooks Desktop to QuickBooks Online.  With QuickBooks Online, you can access your books from anywhere with an internet connection, giving you flexibility and real-time data. Collaboration is also easy, as multiple users can work on the software simultaneously. Automatic updates eliminate the hassle of manual installations, and the cloud-based storage ensures your data is always secure. This saves you valuable time. Additionally, QuickBooks Online offers a wider range of app integrations to boost your business's functionality.  This vast selection of tools will allow you to customize the software to the specific needs of your organization, laying a foundation for effective and efficient business management.  
 
While the conversion process may seem straightforward, there are many important points and details that need to be addressed for the migration to be performed properly, and for your new QBO file to reflect correct financial data. One of the most important items within this process is to validate the integrity of the new QBO file and confirm that all data has transferred over correctly.  This is a crucial step.  And the omission of it, can lead to incorrect financial reports.  For this reason, many clients prefer to bring on a QuickBooks expert to handle the migration procedure for them.

We have the expertise to perform your QuickBooks Desktop to QuickBooks Online Conversion according to best practices. We will leverage our extensive knowledge and experience to handle the entire migration process, from data preparation and migration to post-conversion activities.  Our approach will ensure a smooth transition with minimal disruption to your workflow.

Our conversion process begins with a comprehensive “Needs Analysis Session” the purpose of which is to understand your business objectives and accounting needs.  This enables us to create a customized service plan that will effectively address your unique business and accounting requirements.

• Determine & select the appropriate version of QuickBooks Online

• Pre-conversion activities

• Carry out the conversion

• Verify the integrity of new QBO file and verify data

• Compare QBD and QBO reports and adjust balances

• Carry out the initial bank and credit card reconciliations 

• Configure & customize company settings

• Upload company logo

• Set up users and user permissions

• Connect bank and credit card accounts to QuickBooks Online

• Set up QuickBooks Payments merchant account

• Create Customized sales forms

• Create Customized Reports

• Set up third-party apps

• Customize email messages sent with forms

• QuickBooks Online overview and training