Two accountants discussing QuickBooks Online, using a laptop.
Migrating to QuickBooks Online

Harness the power of QuickBooks Online to better serve your business, and your clients

Intuit® is offering FREE assisted QuickBooks Desktop migration for accountants. See below for details.

We’re seeing more and more firms move some or all of their QuickBooks® Desktop clients to QuickBooks Online. Accountants have realized the power of QuickBooks Online to help them better serve clients, grow their business, and free up time.

We encourage you to consider, or re-consider, moving clients from desktop-based QuickBooks to QuickBooks Online. Being able to work from anywhere, automate workflows (translation: save time!), and collaborate with clients in real-time are just a few of the advantages. Based on our conversations with our accountant partners who have moved clients to QuickBooks Online, here is what we’re hearing and doing:

Key benefits of going online

Save time with automation. A fundamental benefit of QuickBooks Online is time savings. Taking advantage of automated features such as recurring transactions, bank feeds, and other workflows means less time you’re spending entering data, round-tripping files, and cleaning-up errors. You can use the extra time for what is important to you – to bring on more clients and grow your business or move from transactional to advisory client conversations, delivering more value.

Collaborate in real-time. Collaborating with clients in real-time instead of after-the-fact, is a critical factor for maintaining file version control, having timely conversations and making decisions in today’s dynamic business climate.

Work from anywhere. With QuickBooks Online, you aren’t attached to your desk or driving to appointments. With your clients’ books online, you can access them from your desktop browser, mobile device, or tablet anytime you want.1

Add apps tailored to client needs. Intuit and third-party apps easily integrate with QuickBooks Online, offering the ability to tailor the platform to each client’s needs. You can add e-commerce, automate payroll and tax solutions, and much more. More here.

Enjoy protected data. Put your USB drives away. Your data is private, protected by the same encryption technology that’s used by the world’s top banks,2 and backed up in the cloud. Access the latest version of your clients’ books anytime.

We’ll help you migrate your clients

*Limited Time Offer – FREE Assisted Migration*

To qualify, sign-up3 by July 15, 2022. To get started, call Intuit Accountant Sales: 800-988-5173, Mon.-Fri., 8:00 AM-8:00 PM ET.

Wondering which clients are best suited for QuickBooks Online?

We’ll help you assess which clients are the best fit for migrating to QuickBooks Online and provide best practices to help you plan for, and execute, successful migrations. Call us at the number above for more information.

Learn more about QuickBooks Online Accountant


1The QuickBooks Online mobile app works with iPhone, iPad, and Android phones, and tablets. Devices sold separately; data plan required. Not all features are available on the mobile app and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration is required.

2Intuit relies on advanced, industry-recognized security safeguards to keep all of your financial data private and protected. QuickBooks Online is a VeriSign Secured™ product. VeriSign® is the leading secure sockets layer (SSL) Certificate Authority. With password-protected login, firewall protected servers and the same encryption technology (128 bit SSL) used by the world’s top banks, we have the security elements in place to give you peace of mind.

3See Free Assisted Migration offer terms and conditions

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