Article | by Geffen Mesher
As you may have heard, Intuit is no longer selling QuickBooks Desktop Pro Plus and QuickBooks Desktop Pro effective September 2024 (QuickBooks Desktop Enterprise remains being sold for the time being). While software changes can be intimidating, our team prefers QuickBooks Online to the desktop products for a myriad of reasons. Transitioning from QuickBooks Desktop to QuickBooks Online (QBO) can streamline accounting operations, offering flexibility, automation, and enhanced data security. Below, we’ll walk you through the key steps and benefits to expect as you switch to QBO.
Why Move to QuickBooks Online?
QBO offers several advantages, including the ability to access your financial data from anywhere, at any time, using any internet-connected device. It supports seamless collaboration with your accounting team in real time and reduces manual processes through automation, integration with payroll, point-of-sale systems, and other software, increasing accuracy and efficiency. Additionally, QBO handles backups and updates automatically, eliminating the need for physical hardware and mitigating security risks.
The Migration Process: Step by Step
1. Before Conversion
We begin by documenting workflows, reviewing which data will be converted, and running a test migration. This ensures everything works smoothly before moving fully to the new platform. Backups of your current QuickBooks Desktop data will also be created as a safety measure.
2. During Conversion
Once the migration plan is in place, your data is transferred to QuickBooks Online. This process includes verifying connected services and making sure reports align between the two platforms.
3. After Conversion
After the migration is complete, you’ll receive training on how to perform daily tasks using QBO. We’ll also help reconcile accounts, run regular reports, and ensure your team feels comfortable navigating the new system.
What’s Next?
Switching to QBO is not just about changing software—it’s about setting your business up for long-term success. With automatic backups, software updates, and built-in security, QBO provides peace of mind. You’ll have more time to focus on what matters most: growing your business.
At every stage of the migration process, we’re here to support you. Whether you have questions or need further assistance, we’re committed to making the transition as seamless as possible. Reach out to us at any time—your success is our priority.
Geffen Mesher’s team is available to assist you with questions related to these updated rules. Please contact professionals for more information at INFO@GMCO.COM.
