Everything you need to move clients online is right here.

From product information to step-by-step instructions, we’re here to help you be the online expert your clients are looking for.

Start with helpful tips. End with delighted clients.

The Accountant’s Guide to Moving Clients Online is a three-part series packed with
practical advice to support you throughout the transition. Download yours today.

Part 1:
Why choose online?

Brush up on the benefits and find out which QuickBooks Online product will best suit your clients’ needs.

Part 2:
How to convert QuickBooks Desktop data to QuickBooks Online

Confidently complete the conversion process with these step-by-step instructions. Includes an overview of the Import Summary Report and
post conversion payroll set-up.

Part 3:
Resources to help clients optimize their move online

Get your clients up to speed quickly on the most useful features in QuickBooks Online with free training materials and tutorials.

Have clients in specialized businesses?

Find out how QuickBooks Online can help them meet their unique needs.
Download the in-depth guide that applies most to your clientele:


Appointment Based


Retail and eCommerce


Professional and Field Services

Discover more advantages of working online.

Game-changing trends


Game-changing trends
Working online is the future of small
business. Understand the trends and what
they mean for your client relationships.

Advanced security


Benefits for clients
More and more clients are choosing
QuickBooks Online over QuickBooks
Desktop. Find out why.

Benefits for clients


Sign up for QuickBooks Online
Accountant - free

Take advantage of the latest online solutions
and move your practice to the cloud today.

Important offers, pricing details, & disclaimers

1. The first 180 days of subscription to QuickBooks Online Accountant starting from the date of enrollment is free. After 180 days, you will automatically maintain full access to QuickBooks Online Accountant if you have an active ProAdvisor membership or if you have at least one current QuickBooks Online client on your QuickBooks Online Accountant client list. If you do not meet the above requirements, you will lose access to QuickBooks Online Accountant, including the QuickBooks Online Plus subscription included in the product. Offer is valid for accounting professionals. Terms, conditions, features, pricing, service and support are subject to change without notice.