Migration Corner: Moving from QuickBooks Desktop to QuickBooks Online—July 2023
Migrating to QuickBooks Online

Migration Corner: Moving from QuickBooks Desktop to QuickBooks Online—July 2023

Your clients can stay on plan and under budget in QuickBooks Online with newly expanded planning and budgeting features. Rather than regularly sending spreadsheets back and forth, updating stale data, and running the risk of data-entry error, QuickBooks Online Plus and Advanced subscribers can manage budgets in QuickBooks Online.

Create and suggest budgets for clients using their latest or prior years’ performance data, or with an imported Microsoft Excel spreadsheet, directly in Plus or Advanced. In Advanced, you can even use Spreadsheet Sync to create a budget in Excel and run additional budgeting reports within that Excel spreadsheet—and sync the data regularly with QuickBooks. Not only that, you can revise your custom roles in Advanced to include budget management. 

With planning and budgeting in QuickBooks Online, you can trade the back-and-forth hassle for faster, better business decisions.

Create budgets in QuickBooks Online

Create and edit budgets in Spreadsheet Sync for QuickBooks Online Advanced

Ends soon: Save 60%+ when migrating clients to QuickBooks Online*

Help your clients move to QuickBooks Online and get them exclusive pricing. Until July 31, 2023, you can save more than 60% for 24 months when you buy QuickBooks Online in bundles of 5.

You can mix and match to get what’s best for your clients:

  • QuickBooks Online Essentials: 5 for $100 ($20 per month per subscription).
  • QuickBooks Online Plus: 5 for $150 ($30 per month per subscription).
  • QuickBooks Online Advanced: 5 for $350 ($70 per month per subscription).

Contact a migration specialist at 888-241-3279 to help your clients get the benefits of Online with this limited-time offer.

What happens after migration? No need to figure it out on your own. Use our post-conversion checklist to follow the best practices for what’s next. You’ll see how to verify your client’s data, assign workflows, ensure your client has all the features they need, and help structure training for their team.

Your clients migrating from QuickBooks Desktop Payments will now automatically have QuickBooks Payments activated and ready to use in their new Online account. Instead of having to call customer care or take manual steps to activate or relink data to Online Payments, your clients will have a new merchant ID but the same account settings, preferences, and pricing they had in Desktop. They can process payments in both QuickBooks Online and in QuickBooks Desktop after migrating, until they opt to close their Desktop merchant account. Please note: Your clients should use Online Payments to recreate any Desktop invoices awaiting payment before closing their Desktop Payments account.

Save 10% on QuickBooks Online Payroll with annual billing. You asked, we listened. Help clients make the move online with this added savings. Whether you’re migrating from Desktop Payroll or already using Online Payroll, you can choose annual billing to take advantage of 10% off each year.

When your clients using QuickBooks Desktop rely heavily on bank and auto-recognition rules they have configured in Desktop for their transactions, they may hesitate to move online. Now, not only will your clients’ bank rules migrate to QuickBooks Online, but their vendor-assigned categories and those vendors’ auto-categorized transactions will also make the move with them. That means your clients won’t need to set up and revalidate the rules they’ve come to trust. In addition, QuickBooks Online uses AI that learns from your client’s selections to make suggestions for transaction categorization and recognition—saving them even more time.


Important product information

Bundle Subscription offer terms:


Can purchase up to 100 total subscriptions (20 bundles) per firm. Available on wholesale billing (“Bill My Firm”) only – non-transferable to client billing or another QBOA. Subscriptions must be activated no later than September 30, 2023 to retain limited-time pricing for two (2) years.

Eligibility: This offer is valid to accounting firms who register or have registered Intuit QuickBooks Online Accountant (“QBOA Firm(s)”) and purchase Bundle Subscriptions for multiple clients (“QBOA Customer”) who are new to QBO and/or migrating from QuickBooks desktop. QBOA Firms may only purchase Bundle Subscriptions from the QuickBooks Online Accountant Sales team.

QuickBooks Online list price may be subject to change at any time at Intuit’s sole discretion. All Bundle Subscription monthly prices are quoted without sales tax. If you add or remove any attached services, your service fees will be adjusted accordingly. Attached services will be at standard ProAdvisor Preferred Pricing (PAPP) pricing.

Offer Terms: The offer term is two (2) years from the purchase date of the Bundle Subscriptions (“Offer Term”) and is followed by the then-current ProAdvisor Preferred Pricing. The offer will expire when a QBO subscription is canceled or terminated prior at any time during the Offer Term. All Bundle Subscriptions must be activated or attached to a QBOA customer within 60 days of purchase, or the pricing for all non-activated units will revert to then-current ProAdvisor Preferred Pricing. The offer is valid only for QBOA Firms who register for Bundle Subscriptions. Any canceled or terminated QBO subscriptions during the Offer Term cannot be transferred to another QBOA Customer. Bundle Subscriptions cannot be combined with any other Intuit offer. Offer is limited to twenty (20) Bundle Subscriptions per QBOA Firm, valid in the US only, and is non-transferable. Exceptions may be granted at Intuit sole discretion if QBOA Firm requires purchase of twenty-one (21) or more Bundle Subscriptions.

Billing: The QBOA Firm’s account will automatically be charged on a monthly basis. The first bill date will be on the date of enrollment. Bundle Subscriptions will be charged to the credit card through the QBOA account. Payment is due, in full, immediately upon monthly invoicing. To remove a QBO subscription from your Bundle Subscription, please click here and follow the prompts. Removal of the billing for QBO subscription will become effective at the end of the monthly billing period. All future monthly QBO subscription charges will be at the then-current ProAdvisor Preferred Pricing. You may remove QBO subscriptions from your Bundle Subscriptions at any time. Your QBOA Customer may also cancel their subscription at any time, by going to the Account & Settings in QBO and selecting “Cancel.” QBOA Customers will not receive a pro-rated refund. Cancellation or termination of the QBOA Customers from Bundle Subscription will not terminate the QBOA Customer’s user rights. For more information on managing user rights or deleting clients, please see here. 

** Features

Payroll built into QuickBooks Online:  QuickBooks Online integrates with QuickBooks Online Payroll and each service requires an active account. Additional terms, conditions and fees may apply.

Terms, conditions, pricing, special features, and service and support options subject to change without notice.

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