How To Convert Your QuickBooks Desktop File To QuickBooks Online
Simple tips to Convert Your QuickBooks Desktop File To QuickBooks Online
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Moving Very First Client From QuickBooks Desktop to Online
The proceed to the cloud is within full swing! Many accounting professionals and smaller companies are moving to QuickBooks® Online. Here is the first in some articles that will help you create an action arrange for moving your customers to QuickBooks Online; this one centers around identifying which clients to transform first.
I’m a long-time QuickBooks Desktop user, and I also knew it inside and outside. In reality, I started teaching QuickBooks seminars in 1999, written books, presented numerous training courses and co-authored the Advanced Certification. I became cautious about QuickBooks Online, initially. However, after learning more information on QuickBooks Online, navigating tips and more, I now love and prefer QuickBooks Online over desktop. If you want to learn How To Convert Your QuickBooks Desktop File To QuickBooks Online then call our Experts.
In fact, now the very thought of employing the services of desktop clients seems painful. The wasted time sending files back and forth, worrying all about compatibility between versions of QuickBooks, data file problems and much more are all a thing of history in the event that you utilize QuickBooks Online.
If you haven’t checked out QuickBooks Online within the past year or two, it is important to accomplish it! Start with joining the QuickBooks ProAdvisor® Program which includes had a free membership level for QuickBooks Online. Next, I really encourage one to become an avowed QuickBooks ProAdvisor for QuickBooks Online. Working out and certification is roofed (all free) and you will do it all online. Plus, there are numerous other training resources supplied by Intuit’s Accountant University to help accounting professionals find out about QuickBooks Online, converting and much more. Intuit® invests a lot to help accounting professionals enhance our knowledge and skills so that we can confidently support our clients which help them check out QuickBooks Online.
Which Clients to Convert First?
How do you start converting desktop clients to QuickBooks Online? First, start with converting your own personal firm. It will help you get confidence and understanding of the task. Whenever you subscribe to QuickBooks Online Accountant (free for accounting professionals), you are getting a totally free QuickBooks Online Plus subscription to utilize for your firm’s books.
Next – and this could be really important – realize that you don’t need to convert all of your clients at the same time. You can certainly do a couple of at the same time to simply help ease the transition. I suggest you choose the simplest ones first and save the problems for a later time, after you have more experience converting simple and easy clients from desktop to QuickBooks Online.
How will you determine which clients to transform first? Consider clients who:
you need/want to fairly share the info due to the client;
have owners or workers in a number of locations and now have to share with you the info;
are tech savvy as well as perhaps asking to go fully into the cloud;
are tech challenged or don’t choose to manage their unique server or IT;
have workers on the go who would benefit from entering invoices, receiving payments, entering expenses and many other things from a good phone;
are a service based businesses – they are easier to transform; and
may well not require a third-party app.
Perform a Needs Assessment
Next, you’ll love to ensure QuickBooks Online are going to be suitable for your web visitors as well as in case you'll find any third-party apps to take into account to greatly help enhance QuickBooks Online. A needs assessment helps identify specific requirements, along with identify opportunities to streamline and automate their processes. Have conversations together with your clients and/or their employees to accomplish an awareness of this way they operate in most areas: sales and receivables, purchase and payables, operations and inventory, payroll, other special needs of their business, and more. I discussed performing a needs assessment and determining which QuickBooks is right for your customers in a current QB Power Hour webinar, and I also encourage you to definitely watch it to get more details.
Differences Between QuickBooks Desktop and QuickBooks Online
While QuickBooks Online (alone or with third-party apps) may meet up with the needs of several regarding the clients, understand that it is not similar to QuickBooks Desktop. You can find features in desktop that are not obtainable in QuickBooks Online at present (there are monthly updates to QuickBooks Online, and this may improvement in the future). For folks who have a client who needs these features, then you’ll need to use a third-party app. You will discover hundreds obtainable in the App Center.
A couple of key features to be familiar with include:
Robust Inventory – QuickBooks Online has basic FIFO inventory (vs. average cost in desktop) with no groups, assemblies, or units of measure.
Robust Job Costing – QuickBooks Online Plus allows you to do basic job costing, reimbursable expenses, customizing of a revenue & loss by customer/job, income by customer, summary, and many other things. However, you simply cannot allocate payroll to your customer/job without carrying it out manually, doing progress invoicing (without a cumbersome workaround that I don’t recommend), or getting a number of the desired reports.
Sales Order – In QuickBooks Online, you are able to enter an Estimate, you can't create a Purchase Order from an Estimate. In QuickBooks Premier and QuickBooks Enterprise, you are able to create a Purchase Order from a Sales Order.
Price Levels – Not available without a third-party app.
I would suggest utilising the QuickBooks Online Test Drive for testing to discover if it will probably meet with the needs of one's clients. Here, you are able to enter sample transactions and run reports, as an example. You'll find nothing saved additionally the system resets each time you open it. Tip: Share the internet link for the try out with your clients in order for them to practice with QuickBooks Online, too.
In addition, QuickBooks Desktop users may want to utilize the QuickBooks Online app for Windows or Mac. This desktop app provides a “special browser” to access QuickBooks Online without going right on through Explorer, Chrome, Safari, Firefox or simply about every other browser. The app also enables you to have multiple windows opened (comparable to tabbed browsing in Chrome or Firefox), nevertheless it auto refreshes the windows, which will be helpful. The app also supports keyboard shortcuts and contains a menu bar with drop-down menus like the ones based in the desktop type of QuickBooks. This could ease the transition to QuickBooks Online for long-time desktop users, especially clients on a Mac that are seasoned desktop app users.
Converting a Desktop File to QuickBooks Online
In most cases, the precise conversion process is really simple and fast. First, you’ll want to put up the subscription for QuickBooks Online from your QuickBooks Online Accountant dashboard (free for accounting professionals). Next, inside the QuickBooks Desktop file, click on Company > Export Company File to QuickBooks Online and stick to the conversion wizard prompts. Finally, you will receive a contact confirmation notifying you the knowledge was converted.
That’s the essential, easy conversion process. I encourage you to definitely make the first faltering step – convert your individual company or your first client to QuickBooks Online today!
Action Steps you may want to take:
Get in on the ProAdvisor Program – FREE and begin getting Certified (FREE)
Sign up for QuickBooks Online Accountant – FREE
Download the three-part Accountant’s Guide to Moving Clients Online
Watch Firm for the future: Parts 1 & 2 – can get on the Cloud recordings here
Convert your firm or very first client to QuickBooks Online
In the future articles, we’ll discuss more information about converting to QuickBooks on the internet and relate solely to it to learn more and details.
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