Once you are ready to convert from QuickBooks desktop to QuickBooks Online (QBO) you will want to make sure you follow the best practices. Discover what you should do prior to converting the file and what data is not converted to QBO. We will discuss what to do if the desktop file is messy or not suitable for conversion. Learn about the reports and data to verify after the conversion to verify the information was converted properly. Also, understand details about how to re-uploaded or ‘do-over’ the conversion when needed. Plus, we’ll discuss tricky situations and common problems.
Understand the steps to take prior to converting a file from QuickBooks desktop to QuickBooks Online.
Identify data that is not suitable to convert.
Use reports to confirm the data was converted.
Royalwise Solutions
Founder
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(503) 406-6550
Alicia Katz Pollock is the literal “Queen of QuickBooks” and a transformative industry thought leader. She is a Top 50 Women in Accounting, Top 10 ProAdvisor, and the host of the Unofficial QuickBooks Accountants Podcast. She has a Masters in Teaching, publishing a variety of QuickBooks textbooks with Questiva and Amazon, and is a top-rated speaker at conferences including the BDO Alliance, Intuit Connect, Scaling New Heights and IA’s QB Talks. Her signature Royalwise OWLS portal (On-Demand Web-based Learning Solutions) addresses industry staffing challenges by providing QuickBooks Online training to CAS practices, bookkeepers & small business owners, reducing turnover, enhancing staff productivity and offering a standout value-add for clients.