In Case You Missed It: QuickBooks Desktop to Online Migration
We are back with another recap of our latest webinar, where we took a deep dive into the QuickBooks Desktop to QuickBooks Online migration process. From what you need to know before starting, to how to prepare your books for the move, and what to do once you have made your way to QuickBooks Online, we have all the bases covered. Along with the detailed walkthrough, our expert, Cassy, joined us for a live Q&A segment where she addressed all of the questions from attendees with real transparent answers right in the moment. Tune in to a preferred section, or watch it all below.
Introduction and Pre-Requisites
Kicking off the webinar, Emma walks you through what to expect and what pre-requisites to keep in mind as you start exploring the migration process.
Getting Your Books Ready for the Move
This segment covers the prep work that needs to happen before you migrate. Katelynne walks through the key checklist items that are easy to overlook but important to get right, such as condensing data, verifying your lists, and understanding exactly what will (and won't) carry over.
Completing the Migration & Validating Your Data
Picking up right where Part 1 leaves off, Samyuktha walks through launching the migration wizard, the different migration options available, and what to check once your data has come over.
Q&A Deep Dive with Cassy
Attendees submitted their most pressing questions regarding the migration process. Catch those questions, and Cassy’s detailed answers below.
Resources
Find all of the links that are mentioned during the event here.
- QuickBooks Online Pricing
- QuickBooks Community
- QuickBooks Desktop Trial
- Learn How Data Moves
- Move Your Company File
- QuickBooks Online App
- Portable Company File
- Attachments