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CONVERTING TO QUICKBOOKS ONLINE: WHAT TO EXPECT

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 29, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Once you are ready to convert from QuickBooks desktop to QuickBooks Online (QBO) you will want to make sure you follow the best practices. Discover what you should do prior to converting the file and what data is not converted to QBO. We will discuss what to do if the desktop file is messy or not suitable for conversion. Learn about the reports and data to verify after the conversion to verify the information was converted properly. Also, understand details about how to re-uploaded or ‘do-over’ the conversion when needed. Plus, we’ll discuss tricky situations and common problems.

Learning Objectives

  • Understand the steps to take prior to converting a file from QuickBooks desktop to QuickBooks Online.

  • Identify data that is not suitable to convert.

  • Use reports to confirm the data was converted.

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Testimonials
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Marian, VA

"This webinar was just what I needed: I signed up for QBO in Feb 2015 but was apprehensive in giving up my desktop version. The information, especially the tips, given by Ms. Long is extremely helpful. And, I am ready to convert my files. I will definitely take advantage of the ProAdvisor training. Thanks for a timely and most helpful webinar."
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Robert, CA

"Michelle's presentation was very professional! The materials were presented in a manner that was very understandable. She was also very patient and handled questions throughout, expanding upon the information, as necessary, to facilitate a clearer understanding for the individual asking the question."
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Tricia, UT

"This is a great instructional webinar. I really liked how the presenter outlined what can and cannot be converted to QuickBooks Online. She gave a very up-front view of the process to complete and helped in analyzing if the switch from QuickBooks Desk Top would be effective. Thank you!"
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Misty, TX

"Mrs. Long was the best instructor I have listened to and will be looking for her webinars more often. She was so knowledgeable, funny, and kept to the class so that it was the perfect length. Overall, this experience was A++ for me."
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Jean, CT

"Michelle Long presents a fun, clear, and educational discussion of what was once, to me, a foreign subject! Now that I am seeing what is possible (and what is not,) I am much more comfortable with the idea of moving to the Cloud!"
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Merilee, TX

"Michelle Long always tells it like it is and I appreciate her for that. To coin her phrase..."Buckle Up Buttercup". I attend alot of her webinars and just recently attended classes that she taught at "Scaling New Heights"."
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Michael, MO

"I appreciate the frankness of the presenter that QBO is NOT the be all & end all for all clients, all situations, all times forever like Intuit was doing before with their strong arm tactics. Refreshing & honest."
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Frank, OH

"Michelle Long - excellent presenter. Would gladly sign up for any additional programs of hers. She is extremely knowledgeable, confident and conscious of her audience, their questions and their interests."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alicia Katz Pollock is the literal “Queen of QuickBooks” and a transformative industry thought leader. She is a Top 50 Women in Accounting, Top 10 ProAdvisor, and the host of the Unofficial QuickBooks Accountants Podcast. She has a Masters in Teaching, publishing a variety of QuickBooks textbooks with Questiva and Amazon, and is a top-rated speaker at conferences including the BDO Alliance, Intuit Connect, Scaling New Heights and IA’s QB Talks. Her signature Royalwise OWLS portal (On-Demand Web-based Learning Solutions) addresses industry staffing challenges by providing QuickBooks Online training to CAS practices, bookkeepers & small business owners, reducing turnover, enhancing staff productivity and offering a standout value-add for clients.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.