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.
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.
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."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."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!"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."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!"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"."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."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."
Royalwise Solutions
Founder
info@royalwise.com
(503) 406-6550
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.