Migrating your data from QuickBooks Desktop to QuickBooks Online

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.

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The Benefits of Migrating to QuickBooks Online

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

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How We Can Help

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:

Prepare for the migration

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.

Identify what won’t convert

Most of the data will transfer to QuickBooks Online, however, there are some items that need to be manually re-added.

Troubleshoot common issues

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.

Run and compare reports

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.

Review accounts and settings

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.

QuickBooks App Setup For Startups and Entrepreneurs

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.

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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.

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Third-Party Apps For QuickBooks Online

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:

TSheets

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.

PayPal

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.

HubDoc

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.

Receipt Bank

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.

Dubsado

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.

By migrating to QuickBooks Online, you have access to third-party apps that integrate conveniently with your accounting system. At Accounting By Sal, we can streamline your processes and create a smooth workflow using the latest technologies, cloud accounting, and modern practices.

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Sal is extremely detail-oriented, meticulous in her work and trustworthy. I enjoyed working with her and she helped me thoroughly, worked according to my pace and time. She is expert in QuickBooks online, she converted and migrated our excel bookkeeping system to QuickBooks could bookkeeping, she also provided 1-on-1 QuickBooks training to me and continuously reviewed accounting basics to make sure I understand how to use the system effectively and efficiently. She showed me her best QuickBooks tips and tricks for qbo. she customized the QuickBooks system based on our business industry and provided me with hands on training. I highly recommend Sal for all your QuickBooks support, QuickBooks migration and training.

- Robin Turna

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