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Migration Corner: Moving from QuickBooks® Desktop to QuickBooks Online using the Online Migration Tool

Your clients who use QuickBooks® Desktop now have a much easier path to convert their company file(s) to QuickBooks Online. Whether you have access to QuickBooks Desktop software or just a Desktop file, our online migration tool allows you to migrate your clients’ data using a web-hosted solution without having to purchase a Desktop subscription. With its significantly improved migration success rate, the online tool helps you complete clients’ migrations with confidence.

The online tool will also migrate QuickBooks Desktop data from 2017 or earlier. For accountants who do not offer migration services, the online migration tool is also great for clients who prefer to migrate their data to QuickBooks Online themselves.

For access to the tool and instructions on how to use it, explore this article on QuickBooksHelp.

In addition, your clients making the switch from QuickBooks Desktop now have more data migration options to suit their needs. For something closer to a fresh start, they can now choose a partial data migration option: Migrate lists only, or migrate lists and balances without including transactions. For sizable company files that may include records spanning several years, these new options for partial data migration can help to keep the books and the process cleaner and simpler.

To add even more flexibility, the migration process now includes moving your clients’ bank rules from Desktop to Online. That way, they can continue to save time by using their bank rules to automatically classify transactions.

Similarly, your clients’ top-20 custom reports in Desktop will now migrate to Online, so they can continue running their favorite customized reports without having to recreate them.

To make the migration process as smooth as possible, from identifying clients to onboarding them to Online, the QuickBooks Online Migration Toolkit provides helpful resources for each step.

Month 1 helps you learn about the new and improved QuickBooks Online, and provides insight on how to build a list of clients that will benefit from migration. You’ll have resources on all the latest information about Online—the latest features, comparisons to Desktop, and how QuickBooks Online and third-party apps can answer clients’ specialized needs.

Month 2 gives clear, practical tips to help you prepare for client conversations about migration, because communicating about the move can sometimes be more challenging than the migration itself. In addition to shareable guides and insights, migration success stories are a confidence-boosting way to present the idea to clients.

Month 3 ensures you have the tips and strategies you need to prepare data for migration, and it covers all the latest options for completing the actual migration. Your client can migrate their own data, or you can complete it for them or have our team of experts take care of it. No matter which option you choose, you’ll have the resources and support you need to make the switch.

Month 4 is all about setting your clients up for success with QuickBooks Online using thorough onboarding practices that fit each client team’s needs. The overall process includes only a few post-migration steps, but these steps are key to ensure your clients feel confident each and every day they use their new financial ecosystem. These tips, webinars, and guides will walk you through how to create the most effective training sessions and resources to empower your clients with that confidence.

Need more reasons? Check out these case studies to see how various businesses migrated to QuickBooks Online:

Be sure to come back often to Firm of the Future for more Migration Corner updates.

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