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HOW TO MIGRATE

Simplify the move to Online with our migration guide

Get just what you need to build your migration strategy, prep and move desktop files, and successfully onboard your clients and staff. Bookmark this page or use our printable toolkit for easy reference as you migrate. 

QuickBooks Online Accountant

Switch your clients to
QuickBooks Online in 3 steps

Whether you plan to do it yourself or prefer free assisted migration, making the move won’t slow your business down. 

Sign in to QuickBooks Online Accountant to get started.

QuickBooks Online Accountant working with client

STEP 1: PLAN YOUR MIGRATIONS


Develop your migration game plan

The first step to any successful migration is to build a migration game plan. By planning it out ahead of time, you can organize your thoughts, streamline to save time, address outstanding needs, and ensure better outcomes.

You can leverage best practices from experienced accountants who have successfully moved clients to QuickBooks Online. Their experience can inform your migration plan and help successfully migrate your clients.

Ensuring success in your client migrations.

Save time with expert support

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Let our accountant team transfer client data for you

We have accountant experts standing by to help you move as many clients as you’d like from any version of Desktop to QuickBooks Online.* 

Call to learn more: 1-855-816-8145

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Get help onboarding clients with free personalized setup

Save time by letting us help your clients get started with a complimentary 1- hour onboarding session.* 

Call to learn more: 1-855-816-8145

Let us help you get started

Call us at 1-855-816-8145 to connect with our experts and learn more about choosing the right products for your clients.