Migration Corner: Moving your clients from QuickBooks Desktop to QuickBooks Online

Welcome to the first article in an ongoing series about moving your clients from QuickBooks® Desktop to QuickBooks Online. Whether you work 100% in QuickBooks Online, or split your time between QuickBooks Desktop and QuickBooks Online, the future is in the cloud⸺and we’re here to help.

It’s far easier to understand why QuickBooks Online is a more streamlined solution once you know more about the process, tools, and just how easy it is.

We know that migrating clients to QuickBooks Online has historically been challenging, even for the most tech-savvy individuals. We want to make your transition to QuickBooks Online as smooth as possible, so we’ve improved the process altogether, and we are here to help you get started.

Free personalized setup

If your clients need assistance with migration and your firm does not offer this service, we are able to help your client with Free Personalized Setup.* This is a complimentary, 1-hour onboarding service provided by our QuickBooks Customer Experience team. The team will help guide your clients through comparing specific reports from QuickBooks Desktop to QuickBooks Online to ensure accuracy of data migration. In addition, the Customer Experience team will provide a guided tour of QuickBooks Online, focusing on how to find each client’s most important information and sharing a walkthrough of your client’s most used business tasks.

Assisted migration

If this isn’t enough and you need more help, we are offering Assisted Migration.** With Assisted Migration, Intuit’s QuickBooks Solution Providers (QSPs) are offering a service at no additional cost to help small businesses migrate QuickBooks Desktop company file(s) into QuickBooks Online. This service is for QuickBooks Desktop customers who are migrating to QuickBooks Online Essentials, Plus, or Advanced. As a reminder, only one QuickBooks Desktop file can be imported into a single QuickBooks Online subscription.

If you have concerns migrating your QuickBooks Desktop data or if you have had challenges in the past, this service is for you! Boost your confidence knowing we will be there to help support first-time use and ongoing migration challenges.

It’s time to move your clients

To help you discuss a move to QuickBooks Online with your clients, here is a video testimonial by an adventure business in Cape Cod. In it, the owner of Rideaway Adventures discusses the time, money, and effort they’ve saved by moving from QuickBooks Desktop to QuickBooks Online.

We know the best time to start with QuickBooks Online is in the new year. The QuickBooks Online Migration Toolkit is designed to help you support your clients through this transition, and to ensure you have one destination for all the resources that will make your job easier. This toolkit will be released next month to help you identify clients who are right for QuickBooks Online, make the business case, prepare files for migration, and get them up and running.

Keep your eyes peeled for the toolkit, featured in next month’s blog.

Click here to schedule a call today.

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*Free personalized setup from QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”) to QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QuickBooks Online”) is available to small business users who sign up on or until July 17, 2023, and is subject to capacity. Customers must initiate a setup meeting by July 31, 2023. The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online. Personalized setup is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Terms and conditions, features, support, pricing, and service options subject to change without notice.

**Free assisted migration from QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”) to QuickBooks Online Simple Start, Essentials, Plus, or Advanced (“QuickBooks Online”) is available to customers who sign up to migrate to QuickBooks Online or until July 17, 2023 and subject to capacity. Customers must initiate migration by July 31, 2023. The offer is eligible to Desktop customers that are migrating their Desktop data to QuickBooks Online. Assisted migration is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Results may vary based on business complexity and file size. Terms and conditions, features, support, pricing, and service options subject to change without notice.