I can impart some insights on how your clients can convert their QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) seamlessly, Colleen.
To begin with, you'll want to ensure they've updated their QBDT to improve its performance and fix known problems. If the issue persists, I suggest they run the Verify Rebuild tool. This scans their company file for errors and fixes them right away. You can share these steps with them:
To Verify:
- Go to the Window menu and select Close All.
- Then go to the File menu.
- Select Utilities.
- Click Verify Data.
To Rebuild:
- Go to the File menu.
- Select Utilities.
- Click Rebuild Data.
You can also utilize this link for more details: Verify and Rebuild Data in QuickBooks Desktop.
Once done, your client can now convert their QBDT to QBO. Moreover, I've added this link that you can share with them to learn more on what data can't be converted: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.
In addition, they can also check out this resource that serves as their guide in knowing their ways around QBO: Learn about QuickBooks Online with how-to videos.
You can always count on me whenever you have additional questions about converting to QBO. I'm always ready to back you up anytime!
