Move from QuickBooks Desktop to QuickBooks Online
by Intuit•13• Updated 7 months ago
Learn the benefits of QuickBooks Online options to move your QuickBooks Desktop data.
We're talking to QuickBooks Desktop users about QuickBooks Online more, and we want to tell you why.
QuickBooks Online can connect every part of your business and capture data in constant motion. It has a suite of tools and services to help you create streamlined workflows, and turn insights into foresight. Check out all the benefits you get when you move to QuickBooks Online.
Call our sales consultants at 800-730-0605 to get help finding the right solutions for your unique business needs.
Why try QuickBooks Online
We know with the modernized look and feel, you may have to tweak the processes you’ve built around familiar desktop workflows. We understand change can be challenging.
Our excitement for QuickBooks Online is because there are many benefits enabled by an online platform you can’t get through desktop software. An online platform gives unmatched flexibility to continually improve to meet business needs.
Benefits when you use QuickBooks Online:
- Making it easier to switch
- Free Assisted Migration1
- Free Personalized Setup2
- Annual subscription options
- Stay on top of your business from anywhere
- The QuickBooks Online mobile app3 lets you categorize transactions, run reports, and send invoices and estimates directly from your smartphone or tablet, which seamlessly syncs with QuickBooks Online.
- Add and manage customers, vendors, and expenses on-the-go.
- Snap photos of receipts through the app, and they’ll automatically be matched to transactions.
- Track mileage on business trips with the app, and get notifications about paid invoices in real time.
- Reduce IT overhead with increased reassurance
- Get rid of desktop hassles like costly servers or cloud-hosting, self-managed security systems, disruptive updates, and manual backups.
- While you maintain ownership of your data, it's stored on world-class servers with the most updated security protocols.4
- Data is backed up automatically and redundantly.
- Updates happen seamlessly and in real time, so you know you’re always working on the most up-to-date version of the product.
- One source of truth for your business
- Tap into the QuickBooks Online ecosystem for services built right into QuickBooks, like Payroll (including HR tools and employee benefits), Payments, Time Tracking, and MailChimp (fees may apply).
- With QuickBooks Live, find a QuickBooks-certified bookkeeper who understands your business and does your books for you,
- Get easier access to business loans to support your business through QuickBooks Capital.
- QuickBooks Online connects to thousands of apps to let you centralize your business data and get more work done.5
- Auto-track and categorize transactions
- Connect your bank accounts, and QuickBooks Online automatically tracks your income and expenses.
- It learns how you like to sort transactions, then auto matches, categorizes, and records transactions for you.
- This shows where your money is going.
- Collaborate your way
- Work across offices, homes, teams, and devices at the same time, with multiple users in QuickBooks Online6.
- Multiple users7 are included in the cost of QuickBooks Online at no extra charge.
- Give your accountant real-time access to your books to keep them accurate and up-to-date and get valuable, in-the-moment insights and advice.8
Recent improvements and what's planned for spring 2024:
QuickBooks Online is constantly getting better. If you haven't looked recently, you may want to. See what's new in the last few updates if you haven't looked recently.
New features to help you run your business:
- Commerce accounting
- Profit & loss budgets & reporting
- Project estimates vs. actuals reporting
Features planned for spring 2024:
- Class tracking for payroll job costing
- Commerce operations
- Enhanced role-based access controls
We’ll help you move to QuickBooks Online
When you choose to move online, we’re here to support you at every step of the way. We’ll set you up for success. There are many ways you can move your data, depending on your needs.
- You can move your data with the migration tool in QuickBooks Desktop or through our online tool.
- If you’re nervous about doing it yourself or if you run into any issues, our experts can help move your data at no cost.
- Ask your accountant or bookkeeper if they can help.
If you need help when you start to use QuickBooks Online, you can talk to a product expert for one hour for free. They’ll help you set everything up and teach you how to use it. Learn how features and data move from QuickBooks Desktop to QuickBooks Online
You can download the QuickBooks Online app9 that gives you a similar view to QuickBooks desktop with keyboard shortcuts, bookmarks, and you can flip between tabs and windows.
Watch how to switch from QuickBooks Desktop to Online.
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