A Smooth and Streamlined Transition to Quickbooks Online Accountant

You know that new, cloud-based software could bring the flexibility, security and efficiency you need to remain competitive and future-proof your practice—so what’s holding you back? For many accountants across APAC, it’s the fear of disruption to their business during the transition phase. At QuickBooks, we understand that the thought of migrating years of client data, trying to work around downtime and retraining staff really can feel overwhelming. That’s why we’ve developed a seamless process for switching to QuickBooks Online Accountant, and why we support our customers every step of the way.

A three-step migration process

There are three steps from where you are now to migrating to QuickBooks Online Accountant:  

Step 1: Plan your migration

Step 2: Prepare and migrate data

Step 3: Onboard your clients

While the basic processes are the same, the platform adapts to local tax codes, reporting formats, and regulatory requirements across APAC to ensure you meet your own region’s requirements.

Data integrity and security

QuickBooks Online Accountant combines security, automation and intelligent processing to ensure your sensitive data remains safe, accurate and accessible. Bank-level encryption and continuous backup across multiple servers protect your data against loss or corruption during the migration process.

You can also take advantage of QuickBooks’ flexibility to tailor the transition to your specific needs. For example, Marco Garcia, a bookkeeper in the Philippines, took the opportunity to clean up messy data. 

“When I found that a new client’s five years of financial data were inaccurate and disorganised, I decided to start afresh,” he says. “I manually cleaned up the trial balance and migrated only the corrected data, which allowed me to get the client's financial records on the right track from day one.”

Support and resources

QuickBooks’ step by step support includes free assisted migration, a migration toolkit, staff training, webinars, and access to personalized onboarding sessions. You also have an expert team on hand to answer questions and address any concerns.

 Jocelyn Salcedo, an accounting professional in the Philippines, found QuickBooks’ support very helpful. “Transitioning was so smooth and easy," she says.

Celia Tong, a Director at JJ Trusted Services in Singapore, found the assistance she received with data migration particularly helpful. “I really appreciate that support from the team,” she says.

Minimal downtime

Downtime is, understandably, one of the greatest concerns for any accounting firm. QuickBooks Online Accountant enables a rapid return to normal operations by maintaining the integrity of historical data, preserving your chart of accounts, payroll and tax settings, and providing immediate access to client files and workflow.

For accountants, like Ratanak Lok and his team in Cambodia, the ability to migrate clients quickly and with minimal disruption play a crucial role in minimising business interruptions.

“We successfully transitioned our clients to QuickBooks Online Accountant after just one training course,” he says. “The team now uses the software with no issues.”

Enjoying the benefits

QuickBooks’ support continues once migration is complete with access to a free 1-hour personalized onboarding session for clients, a dedicated accountant helpline, and a migration toolkit with checklists and templates. Depending on the complexity of your data and how thoroughly you prepared, you could be up and running again in hours, if not right away.