QuickBooks Desktop Migration

The conversion tool in QuickBooks Desktop allows clients to migrate your clients’ company data to QuickBooks Online. Browse and complete this training to find out about the processes involved in moving client’s company files to QuickBooks Online. Discover how to prepare company files for the conversion and what to do if the client has sales tax, payroll, or inventory enabled in QuickBooks Desktop. Explore the steps involved in migrating company data without the conversion tool

MODULE 1: Converting to QuickBooks Online using the conversion tool

This group of lessons covers the essentials involved in converting a company from QuickBooks Desktop to QuickBooks Online. Discover how to prepare the company files and carry out the conversion. Explore the steps involved in validating the integrity of the QuickBooks Online company and configuring it after converting from QuickBooks Desktop. It covers the following topics: 

• Overview of the QuickBooks Desktop conversion tool 
• Pre-conversion activities
• Carrying out a conversion
• Validating the integrity of a QuickBooks Online company
• Configuring a QuickBooks Online file after conversion

Learning Objectives: 

• When to use the QuickBooks Desktop conversion tool, and what a conversion to QuickBooks Online involves
• Preparing to convert a QuickBooks Desktop file to QuickBooks Online
• Converting a QuickBooks Desktop file to QuickBooks Online
• Validating the integrity of a QuickBooks Online company after converting from QuickBooks Desktop
• Configuring a QuickBooks Online company after converting from QuickBooks Desktop

Module 2: Advanced conversions from QuickBooks Desktop

These lessons look at how to convert complex company files from QuickBooks Desktop to QuickBooks Online. Discover the additional steps involved in conversions where the client has sales tax, payroll, or inventory enabled—and find out how these are different in QuickBooks Desktop and QuickBooks Online. It covers the following topics: 

• Converting a QuickBooks Desktop file with sales tax
• Converting a QuickBooks Desktop file with Payroll enabled 
• Converting a QuickBooks Desktop file with Inventory enabled 

Learning Outcomes: 

• Converting a QuickBooks Desktop file with sales tax enabled to QuickBooks Online 
• Converting a QuickBooks Desktop file with payroll to QuickBooks Online
• Converting a QuickBooks Desktop file with inventory to QuickBooks Online

Module 3: Migrating data to QuickBooks Online without using the conversion tool

These lessons cover how to migrate company data from QuickBooks Desktop to QuickBooks Online without using the conversion tool. Find out how to export and configure lists from QuickBooks Desktop and import them into QuickBooks Online. Explore past-post-conversion tasks steps such as entering beginning balances and setting up sales tax. It covers the following topics: 

• Exporting lists from QuickBooks Desktop
• Importing lists exported from QuickBooks Desktop into QuickBooks Online
• Entering beginning balances in a new QuickBooks Online company

Learning Outcomes: 

• Exporting lists from QuickBooks Desktop
• Importing lists exported from QuickBooks Desktop into QuickBooks Online
• Entering beginning balances in a QuickBooks Online company instead of converting from QuickBooks Desktop

Course Length: 3 hrs