As part of our QuickBooks Online training, we help with data migration from QuickBooks Desktop to QuickBooks Online. While QuickBooks migration is fairly simple, there are a few errors that can happen during the conversion. We are experienced in troubleshooting these errors and making sure that all of your company data is successfully transferred.
QuickBooks Online allows you to access your accounting system from anywhere in the world. Unlike QuickBooks Desktop, you have information at the tips of your fingers from any device. This is a powerful tool for modern businesses that are on the go. Some of the benefits of QuickBooks Migration include the ability to:
Integrate third-party apps
Sync all your mobile devices
See real-time data
Send invoices on the spot
Share data with employees and your bookkeeper or accounting professional
Clean up and organize your books
Automatically save data on secure Intuit servers with no backups needed
Track inventory on the go
Send reports and statements from anywhere
If you’re considering migrating to QuickBooks Online but don’t know where to start, we can help you through the process. Here’s what to expect during the conversion:
Backing up QuickBooks Desktop data is an important first step. This ensures that if any data is lost during the transfer, you have it stored safely in your desktop version.
Most of the data will transfer to QuickBooks Online, however, there are some items that need to be manually re-added.
There are plenty of resources available that will walk you through troubleshooting migration issues. Rather than trying to figure it out on your own, our experts can do this for you which saves time and eliminates the guesswork.
After the migration is complete, we compare reports from your QuickBooks Desktop version and your new QuickBooks Online system. This helps us identify any discrepancies and solve issues.
We confirm that the list of accounts, company settings, payroll and tax information, and every detail matches. Once the process is complete, you can begin to use QuickBooks Online and input new transactions.
Often, startup businesses and new entrepreneurs aren’t aware of all the financial reporting they must do and the bookkeeping tasks required to run a business. This leads to disorganized books and incomplete data, which creates a great deal of stress come tax season and year-end By putting the right technology in place that makes sense for your company and your team, your workflow becomes more efficient, your books stay organized throughout the year, and you have a clearer picture of money going in and money coming out in your day-to-day operations.
Often, startup businesses and new entrepreneurs aren’t aware of all the financial reporting they must do and the bookkeeping tasks required to run a business. This leads to disorganized books and incomplete data, which creates a great deal of stress come tax season and year-end By putting the right technology in place that makes sense for your company and your team, your workflow becomes more efficient, your books stay organized throughout the year, and you have a clearer picture of money going in and money coming out in your day-to-day operations.
Both QuickBooks Online and FreshBooks integrate with a range of cloud-based third-party apps that allow for remote access on any of your devices. While we have our favourite apps, our mission is to find the ones that make sense for your business. Some of our top picks include:
Ranked as one of the best time management and payrolls apps, TSheets streamlines your administrative paperwork and integrates into your QuickBooks Online account to generate real-time reports.
Review transaction details, track fees, see your gross and net sales at a glance. PayPal links to QuickBooks Online to auto-sync data, eliminating the extra step of data entry and minimizing errors.
Pulls together and organizes all of your paperwork from different locations and syncs them with QuickBooks. Import bank statements, utility bills, and online vendors. HubDoc enters this data and attaches the source document for an organized and efficient process.
Allows you to capture and store receipts and invoices. With Receipt Bank, you can categorize your finances on the go so no receipts are missed.
An all-in-one business management system that helps you keep track of your finances and automate repetitive work such as confirmation emails, payment reminders, take recurring payments, and more.
Sal has been doing mine and my husbands taxes for many years. She is extremely responsive and finishes everything in a very timely matter. If we ever have any questions, she responds very quickly. Her communication is easy via text, email, phone and messenger. Her rates are extremely reasonable as well.
When tax season opens up, I don’t think of going to anyone else but her. Whenever our family or friends are looking for an accountant, I always recommend Sal.
Maggie Fougere
Accounting By Sal Reviews
