Slidedeck - Converting To QBO From QBDesktop 05-03-23 Webinar

Converting to
QuickBooks Online from

Desktop
Intuit Confidential and Proprietary

Session Trainer
Heather D Satterley, CPA

Satterley Training & Consulting
• Member Intuit Trainer/Writer Network

• Top 10 ProAdvisor
• Co-host The ‘Appy Hour with Liz and Heather
• heather@heathersatterley.com
Intuit Confidential and Proprietary 2

CPE Process
In order to receive CPE credit in each training session, you must:
• Be present for a minimum of 50 minutes to earn 1 CPE credit.

• Respond to 75% of the checkpoints during each session
• Answer 1 polling question per hour during each session
• If all requirements are met, your CPE will be emailed to the email address you registered for the
webinar within 24 hours from: intuit@theonlineexpo.com (please add to your approved contacts)
• After the webinar, your CPE certificate is also found in the Tracker Panel located where you can
view the webinar recording.
• Note: CPE automation for this event does not support partial credits. If you are present for 50
minutes or more, you may request a partial credit for every additional 25 minutes of attendance if
check points and polling question(s) requirements are met. Please inquire
at: accountant_training@intuit.com
Additional Resources
QuickBooks Accountant Training: Firm Of The Future Blog: Intuit Marketing Hub:
qbtrainingevents.com firmofthefuture.com http://intuit.me/hub

Admin Details & Other Information
Questions: Related to the content covered in this training

Test Drive: http://qbo.intuit.com/redir/testdrive OR from QuickBooks Online Accountant
(QBOA) -- click on the Gear icon, then Sample Company

Access the training
2
.
1 2
3
3
.

Agenda
Part 1: Converting to QuickBooks Online using the conversion tool
Part 2: Migrating data to QuickBooks Online without using the conversion tool

Agenda
Part 1: Converting to QuickBooks Online using the conversion tool

Lesson 1: Overview of the QuickBooks Desktop conversion tool
Lesson 2: Pre-conversion activities
Lesson 3: Carrying out a conversion
Lesson 4: Validating the integrity of a QuickBooks Online company
Lesson 5: Configuring a QuickBooks Online file
Lesson 6: Converting a QuickBooks Desktop file with sales tax
Lesson 7: Converting a QuickBooks Desktop file with Inventory or Payroll enabled

Part 1: Converting to
QuickBooks Online using the
conversion tool
LESSON 1
Overview of the QuickBooks Desktop
conversion tool

Overview of the QuickBooks Desktop conversion tool
LEARNING OUTCOMES
This lesson covers:
• When to use the QuickBooks

Desktop conversion tool
• What’s involved in converting
from QuickBooks Desktop to
QuickBooks Online

Overview of the conversion process
Pre-conversion
Carrying out the conversion
Post-conversion

Consider starting QuickBooks Online company from scratch if —
• The QuickBooks Desktop file is corrupt
• There’s a lot of “garbage” in the QuickBooks Desktop file
• There are errors with the bank and/or credit card reconciliations
• There is a considerable number of unbilled time and expenses

that won’t ever be pulled onto an invoice

What doesn’t convert from QuickBooks Desktop (1 of 2)
What doesn’t convert What you can do

Use the default template in QuickBooks Online,
Custom sales form templates for estimates,
create a new one, or import a style created in
invoices, and sales receipts
Microsoft Word
The bank connection and the downloaded bank Manually connect bank and credit cards in
activity for review, linked to transactions QuickBooks Online
Manually set these up in QuickBooks Online Plus
QuickBooks users and permissions (However, if
or Essentials. If converting to QuickBooks Online
you are migrating to QuickBooks Online Advanced,
Advanced, review any permissions after the
users may migrate with appropriate permissions)
conversion
Save each report you want from QuickBooks
Reconciliation reports
Desktop as a PDF or print them out
Memorized reports Recreate these in QuickBooks Online

What doesn’t convert from QuickBooks Desktop (continued)
What doesn’t convert What you can do

Print the QuickBooks Desktop file’s audit trail or retain
QuickBooks Desktop’s audit trail
the QBW data file as an archive
Disconnect/unlink the merchant service account from
The connection to your QuickBooks Payments
QuickBooks Desktop, then manually connect/link it to
merchant service account
QuickBooks Online
Balance sheet budgets (although Profit & Loss If your client needs to keep a balance sheet budget,
budgets do convert) they need to use a third-party app to track it
The closing date is converted to QuickBooks Online,
Closing date password and accumulated but the closing date password and accumulated closing
closing date exceptions date aren’t. QuickBooks Online begins to track new
exceptions from the date of the conversion
Click here to get more detail on conversions

Converting to QuickBooks
Online using the conversion
tool
LESSON 2
Pre-conversion activities

Pre-conversion activities
LEARNING OUTCOMES
This lesson covers:
• Preparing to convert a QuickBooks Desktop

file to QuickBooks Online

Choose the right subscription level

Create a new QuickBooks Online company
ProAdvisor Preferred Pricing

Create a new QuickBooks Online company

Update QuickBooks Desktop to latest maintenance release

Download and install updates in QuickBooks Desktop
1
2



Unsupported version or no QuickBooks Desktop program?
Use the QuickBooks Desktop File Restoration Tool
Use this tool if:
• You have a version of QuickBooks Pro or Premier older

than 2018
• Your QuickBooks Desktop account has been canceled
• Your QuickBooks Pro Plus or Premier Plus 2021

subscription has expired
• Your QuickBooks Pro Plus 2022 has expired
• You are an accountant that does not have QuickBooks

Desktop and want to migrate clients to QBO

Confirm location QuickBooks Desktop data file
Click F2 to open Product Information

Create a backup or portable file if the file is not local
File > Create copy > Backup copy

Restore to a local drive
File > Open or Restore Company > Restore a backup copy

Check the number of transaction targets – Limit = 750,000

Messaging when converting a file over 750,000 targets
Condense your QuickBooks Desktop file

for import to QuickBooks Online
Use the Condense Data utility

Check the number of database file fragments

Reduce the number of database file fragments
To do this;
• Create portable file
• Close current company file
• Rename current company file
• Restore portable with original

company name

Verify the integrity of the QuickBooks Desktop data

Verify the integrity of the QuickBooks Desktop data

Repair a file with the Rebuild Data tool



Repair a file on your own

Repair a file using QuickBooks File Doctor

Repair a file using QuickBooks File Doctor

Re-sort lists
H
i

Re-sort lists / Lists of Names
Banking > Write checks > Payee field > CTRL + L

Re-sort lists / Lists of Names

Review preferences
Edit > Preferences

Review preferences
Review these Preferences:
• Accounting
• Account numbers
• Class tracking
• Inventory
• Payroll
• Sales tax

Backup your QuickBooks Desktop data

Backup your QuickBooks Desktop data

You are now ready to convert to QuickBooks Online
❏ You created a new company subscription in QuickBooks Online
❏ You updated QuickBooks Desktop with the most recent
maintenance release
❏ You copied the QuickBooks Desktop file to a local drive
❏ You checked the number of transaction targets and database file
fragments
❏ You verified the integrity of the QuickBooks Desktop data
❏ You re-sorted the lists
❏ You reviewed and updated preferences
❏ You backed up your QuickBooks Desktop data
tool
LESSON 3
Carrying out a conversion

Carrying out a conversion
LEARNING OUTCOMES
This lesson covers:
• Converting a QuickBooks Desktop file to

QuickBooks Online

Steps in conversion process

Export the company file from QuickBooks Desktop
Make sure to switch to Single User mode before completing this step!
Export the company file from QuickBooks Desktop

Decide whether to convert inventory

Sign in to QuickBooks Online Accountant account
1 2

Choose QuickBooks Online company subscription

Execute the conversion

Execute the conversion

Conversion is complete

What happens after the conversion

Troubleshoot: Problems importing the file

Troubleshoot: Error messages

Troubleshoot: No option to export the company file

How do you redo a conversion?
• Company > Export your

company to QuickBooks
Online
• Choose same QuickBooks

Online company
• Upload
• Data will be overwritten

Purge company data in QuickBooks Online
Replace /homepage with /purgecompany


Make your selections, then select Wipe Data

tool
LESSON 4
Validating the integrity of a QuickBooks
Online company

Validating the integrity of a QuickBooks Online company
LEARNING OUTCOMES
This lesson covers:
• Validating the integrity of a QuickBooks Online

company after converting from QuickBooks
Desktop

Post-conversion: What to look for
To validate the company file, you should:

• Compare reports between QuickBooks
Desktop and QuickBooks Online
• Review Account and Settings
• Review recurring transactions

Run reports in QuickBooks Desktop
• A/P and A/R Aging Summary

reports
v
• Sales Tax Liability reports
• Payroll Tax Liability reports
• Balance Sheet
• Profit and Loss reports
• Accrual-basis, all dates

Run reports in QuickBooks Online
• A/P and A/R Aging Summary

reports
• Sales Tax Liability reports
• Payroll Tax Liability reports
• Balance Sheet
• Profit and Loss reports
• Accrual-basis, all dates

Compare Balance Sheet reports
All dates, accrual basis

Fix discrepancies – Review the conversion report

Review Account and settings

Review Memorized Transactions in QuickBooks Desktop
Lists > Memorized Transactions List

Review the Recurring Transactions list in QuickBooks Online
Gear > Recurring transactions
Compare to Memorized transactions

list in QuickBooks Desktop.
Verify:
• Type
• Next Date

Change unscheduled transactions/reminders to scheduled
transactions

Changing unscheduled transactions/reminders to scheduled
transactions

tool
LESSON 5
Configuring a QuickBooks Online file
after conversion

Configuring a QuickBooks Online file after conversion
LEARNING OUTCOMES
This lesson covers:
• Configuring a QuickBooks Online

company after converting from
QuickBooks Desktop

Review options in Account and Settings

Sales tab in Account and Settings

Payments tab in Account and Settings

Advanced tab in Account and Settings

Add Custom fields
Gear > Lists > Custom fields

Add Custom fields

Custom forms
Gear > Your Company > Custom form styles

Custom forms

Custom forms

Carry out an initial reconciliation
1
4


Connect bank and credit card accounts

Customize reports

Customize reports

Customize reports
5

Set up third-party apps



Troubleshoot third-party app set up

Set up users and permissions

Add new users

Add new users

Invite new users

tool
LESSON 6
Converting a QuickBooks Desktop file
with sales tax

Converting a QuickBooks Desktop file with sales tax
LEARNING OUTCOMES
This lesson covers:
• Converting a QuickBooks Desktop file

with sales tax enabled to QuickBooks
Online

Differences between QuickBooks Online and Desktop sales tax
• QuickBooks Desktop sales tax shows up on the items list
• QuickBooks Desktop sales tax items convert as custom rates
• QuickBooks Online sets up a sales tax liability account for each QuickBooks Desktop
sales tax agency
• In QuickBooks Online, you can use either manual or automated (hybrid) sale tax
• QuickBooks Online sales tax agencies are not vendors; they are listed in Sales Tax
Center

Check sales tax setup in QuickBooks Desktop
Edit > Preferences > Sales Tax

Check sales tax configuration
Lists > Item List

Right-click item row > choose QuickReport


Post-conversion: Set up sales tax in QuickBooks Online

Post-conversion: Choose manual or hybrid sales tax
Manual Hybrid

Set up sales tax in QuickBooks Online / Manual method

Set up sales tax in QuickBooks Online / Hybrid method

Set up sales tax in QuickBooks Online / Hybrid method

When to use the Bulk matching feature

Use the Bulk matching feature

Use the Bulk matching feature

Check sales tax rates

Check sales tax rates

Select filing frequency

Compare sales tax liability: QuickBooks Desktop vs. QuickBooks
Online

Compare sales tax liability: QuickBooks Desktop vs. QuickBooks
Online

Check that the correct accounts have been set up correctly

Check that the correct accounts have been set up correctly

Update customer settings for future sales transactions

Update customer settings for future sales transactions

Update settings on sales transactions carried over

tool
LESSON 7
with inventory or payroll enabled

with inventory or payroll enabled
LEARNING OUTCOMES
This lesson covers:
• Converting a QuickBooks Desktop file with

payroll or inventory to QuickBooks Online

What payroll information converts to QuickBooks Online?
Items that convert automatically Items that don’t convert

• Company payroll information, including • Tax payment history in the
federal and state tax information, identification Payroll Tax Center
numbers, tax remittance frequency, and tax rates • Direct deposit, electronic tax
• Paychecks, year-to-date remittance, and e-file details
payroll, and tax liability payments • Workers’ comp integration
• Employee information • Local tax settings
• Name, date of birth, and gender
• Social Security number
• Individual paycheck detail
• Direct deposit account numbers • Payroll item list
• Bank names
• Routing numbers
• Employee addresses

Pre-conversion payroll settings in QuickBooks Desktop
Edit > Preferences > Payroll and Employees > Company Preferences

Post-conversion payroll set up in QuickBooks Online

Post-conversion payroll set up in QuickBooks Online

Confirm payroll liability in QuickBooks Online
Reports > Standard > Business Overview > Balance Sheet > All Dates

Confirm payroll liability in QuickBooks Desktop
Reports > Company and Financial > Balance Sheet Standard > All dates

Convert a QuickBooks Desktop file with inventory enabled

Convert a QuickBooks Desktop file with inventory enabled
Choose the FIFO starting date

Check inventory balances in QuickBooks Online
Reports > Standard > Business Overview > Balance Sheet > Date = FIFO start date

Check inventory balances in QuickBooks Desktop
Reports > Company and Financial > Balance Sheet Standard > Date = FIFO start date

Part 2: Migrating data to
QuickBooks Online without
using the conversion tool

Agenda
Part 2: Migrating data to QuickBooks Online without using the conversion tool
Lesson 1: Exporting lists from QuickBooks Desktop

Lesson 2: Importing lists exported from QuickBooks Desktop into QuickBooks Online
Lesson 3: Entering beginning balances in a new QuickBooks Online company

Migrating data to QuickBooks
Online without using the
conversion tool
LESSON 1
Exporting lists from QuickBooks Desktop

LEARNING OUTCOMES
This lesson covers:
• Exporting lists from QuickBooks Desktop

RECAP: Consider starting QuickBooks Online company from scratch if —
• The QuickBooks Desktop file is corrupt
• There’s a lot of “garbage” in the QuickBooks Desktop file
• There are errors with the bank and/or credit card reconciliations
• There is a considerable number of unbilled time and expenses

that won’t ever be pulled onto an invoice

What’s involved in setting up a company from scratch?
Set up a new QuickBooks Online company
Import the lists into QuickBooks Online
Add beginning balances
Add outstanding transactions
Configure inventory, sales tax and/or payroll
Complete post conversion activities

Getting your lists ready
Review and update lists in QuickBooks Desktop
Export lists from QuickBooks Desktop to Excel
Clean up the lists and configure for importing

How do you export lists from QuickBooks Desktop?
Run a report for the required list

Customize the report to add/remove columns as required
Export the report to Excel

What lists can you import into QuickBooks Online?

Download a sample file
Gear > Import data > Select list > Download a sample file

Sample file structure

Which reports should you export in QuickBooks Desktop?
• Account Listing (chart of

accounts)
• Item Listing (products and
services)
• Customer and Vendor
Contact Lists

Customizing reports before export
Data must be formatted in a certain way for QuickBooks Online to map the data correctly

Adding and removing columns

Reordering columns
Right-click the column and drag and drop into the desired position
Exporting reports to Excel

Exporting reports to Excel

Export the Account Listing report from QuickBooks Desktop

The Account Listing report

Customize the Account Listing report
The columns to add/keep

are:
• Account
• Type
• Account # (you’ll need to
add this from the list)
Note that there is no column

available for Detail type.
You’ll have to add this in the
exported Excel spreadsheet.

Dealing with account numbers

Reorder the columns and export

Set up the Account Listing spreadsheet
Once the Account Listing report has been exported to Excel, you should:
• Ensure the correct columns are included in the right order

• Rename any headers to match the ones in the sample file
• Review the list with your client for accuracy
• Remove the following accounts from the list
• Accounts Receivable
• Accounts Payable
• Inventory
• Undeposited Funds
• Retained Earnings
• Sales Tax Payable

Type and Detail Type
If using Inventory in QuickBooks Online

Type and Detail Type

Subaccounts
Parent account name:Subaccount

name Intuit Confidential and Proprietary 168
Things to keep in mind
• Account names can contain a maximum of 100 characters,

including alphanumeric and special
• Apart from subaccounts, account names can’t contain colons
• Unless you have QuickBooks Online Advanced, you can import
no more than 250 accounts

Purging an existing chart of accounts in QuickBooks Online
Select the web address (URL) field in the browser and edit the URL to
replace the word “homepage” with “purgecompany”

Purging an existing chart of accounts in QuickBooks Online

Exporting and configuring the Customer and Vendor Contact
Lists

Viewing the lists

Customizing the reports
The Same process is used as with the Account Listing report.

• Add/remove columns on the report
• Export the report to Excel
• Review and change the column headers in Excel

Formatting address fields

Formatting address fields

Configuring the spreadsheet
Make sure the Opening Balance and Date columns are left blank
Exporting and configuring the Item List

Viewing the Item Listing report

Customizing the Item Listing report

Breakdown of columns that should be added
QuickBooks Online field QuickBooks Desktop field Needs to be added?
Product/Service Name Account Name Default
Sales Description Description Default
SKU MPN (Manufacturer’s Part Number) or If required

custom field
Type Type Default
Sales Price/Rate Price Default
Taxable Sales Tax Code Default
Income Account Account Yes
Purchase Description Purchase Description If required

Breakdown of columns that should be added (cont.)
QuickBooks Online field QuickBooks Desktop field Needs to be added?
Purchase cost Cost If required
Expense Account COGS Account If required
Quantity on Hand Quantity On Hand If required
Reorder Point Reorder Pt (Min) If required
Inventory Asset Account Asset Account If required
Quantity as-of-date N/A N/A – will need to be added directly to the

exported spreadsheet

Inventory items

Adjusting the Quantity/Value on Hand

Configuring the spreadsheet

Configuring the spreadsheet (cont)
Delete any rows containing the following item types:
• Subtotals
• Sales tax items
• Sales tax groups
• Groups
Add a column for Quantity as-of Date

Inventory items
1. Add the day before the start date to

the fields in the Quantity as-of Date
column
2. Run an Inventory Valuation Summary
report in QuickBooks Desktop, with
the date set to all dates
3. Replace the figures in the Cost
column on the spreadsheet with he
Average Cost figures from the
Inventory Valuation Summary report

Change the item Types

Final touches
• Change any sales tax codes to either “Yes” or “No”

• Rename the column headers to match the ones in the sample file

ProAdvisor Tip!
Another option is to create a “skeleton” file in QuickBooks Desktop and convert it to QuickBooks
Online using the built-in conversion tool.

conversion tool
LESSON 2
Importing lists exported from QuickBooks
Desktop into QuickBooks Online

LEARNING OUTCOMES
This lesson covers:
• Importing lists exported from QuickBooks

Desktop into QuickBooks Online

How to import lists into QuickBooks Online
1 2



Considerations when importing different list types

Considerations when importing different list types: Chart of
accounts
• Parent and sub account names

should be separated by a colon
• Account names can contain a max of
100 characters (account number max
is 20)
• Apart from subaccounts, names
should NOT contain colons
• Simple Start, Essentials, Plus max
account import limit is 250 accounts
• Advanced is unlimited

Considerations when importing different list types: Customers
or Vendors list
• Opening Balance and Opening

Balance Date fields should be blank

Considerations when importing different list types: Products and
services list
• Review the Sell, Buy, and Track

columns
• Sell enables the item to be used on
sales forms
• Buy enables the item to be used on
purchase forms (Plus and
Advanced only)
• Track indicates an inventory type
item

services list (cont.)


Overwriting values can’t be undone!

Checking the products and services list

conversion tool
LESSON 3
Entering beginning balances in a new
QuickBooks Online Company

LEARNING OUTCOMES
This lesson covers:
• Entering beginning balances in a QuickBooks

Online company instead of converting from
QuickBooks Desktop

Start by gathering the right information
✔ Determine the start date
✔ The trial balance for the prior period
✔ List of unreconciled open transactions (checks, deposits, credit card transactions)
✔ List of open (unpaid as of the start date):

✔ Invoices and Credit memos (accounts receivable)
✔ Bills and Vendor credits (accounts payable)
✔ Sales tax payable balance
✔ Inventory quantity and value on hand by item
✔ List of open non-posting entries (billable charges, estimates, and purchase orders)
✔ Month-end balances for income and expense (if mid-year conversion or if desired for
prior year comparison reporting)

Entering beginning balance data and values
Record journal Record sales tax

Add inventory
entry payable
Record
Verify balance in
outstanding Record mid-year
Opening Balance
checks and activity
Equity
deposits
Record open A/R Start using

Record payroll
and A/P QuickBooks
tax liabilities
transactions Online
Record open
Record unbilled
estimates and
charges
purchase orders

Use a journal entry to record the balance sheet balances
• Record bank and credit card

statement balances
• Record prior year retained
earnings and prior year net
income to the appropriate equity
accounts (Retained Earnings or
Owners’ Equity)
• Exclude A/R, A/P, inventory,
sales tax payable, and payroll
tax payable
• Use Opening Balance Equity as
the offset account
Record outstanding bank and credit card transactions

Record open accounts receivable (A/R) – accrual basis

Record open accounts receivable (A/R) transactions – cash basis

Record open accounts payable (A/P)
Accrual basis – use

original date and Opening
Balance Equity
Cash basis – use original

date and original account

Record unbilled charges and time

Record open Estimates and Purchase Orders

Record payroll tax liabilities

Record mid-year income and expenses (if applicable)

Adding inventory balances
Inventory Valuation Method

QuickBooks Desktop QuickBooks Online
Average cost First in / First out (FIFO)
Use the import file we learned to create earlier to import inventory items, quantities, and costs

Adding products and services manually

Recording sales tax payable
Create an adjusting service-type item in the

Products and services list
Create a bundle-type item to include this item on

two different rows
Create a service-type item for the beginning

balance (if you haven’t already)
Create a zero-dollar sales receipt for each taxing

agency

Create an Adjusting item

Create the Bundle item

Create a zero-dollar sales receipt for each tax agency

Create a zero-dollar sales receipt for each tax agency

Verify Opening Balance Equity balance

Next Steps

Free personalized setup
If your clients need help with understanding QBO after they make the switch, QuickBooks can help with Free Personalized
Setup, a complimentary, 1-hour onboarding session with our QuickBooks Customer Support team
Our experts will review your client’s migration and provide a guided tour of
QuickBooks Online, focusing on how to find your client’s most important
information and stepping through most used business tasks to ensure they
understand how the QuickBooks Desktop workflows will look in QuickBooks
Online. We’ll help your clients feel comfortable doing daily tasks, and our
Customer Support team can even guide them through comparing specific
reports from QuickBooks Desktop to QuickBooks Online to ensure accuracy of
data migration. Your clients will learn about the Gear icon, +New button,
Banking and more to get the most out of their new QuickBooks Online
experience.
If your client would like to purchase QuickBooks Online and learn more about
Personalized Setup, please call 800-459-5183, M-F, 8:00 AM to 8:00 PM, ET

Assisted migration
If you feel your client has unique needs that go beyond an initial session and you would like more
support in meeting their needs, we are also now offering Assisted Migration. With Assisted
Migration, Intuit’s QuickBooks Solution Providers (QSPs) are offering a service at no additional cost to
help small businesses migrate QuickBooks Desktop company file(s) into QuickBooks Online.
This service is for QuickBooks Desktop customers who are migrating to QuickBooks Online Essentials
and up. As a reminder, only one QuickBooks Desktop file can be imported into a single QuickBooks
Online subscription.
Schedule your appointment today

Online migration tool
For customers on QuickBooks Desktop 2017 or older
Now QuickBooks Desktop customers with software from 2017 or older will have a much easier path to
convert their QuickBooks Desktop company file(s) to QuickBooks Online. Our new Online Migration
tool will allow these customers to migrate their data via a web-hosted solution. This tool also allows
accountants to migrate their clients without having to purchase a desktop subscription, using the new
Beanstalk V2 solution with a significantly improved migration success rate.
This online migration tool is great for customers who prefer to migrate their QuickBooks Desktop
Company file(s) to QuickBooks Online themselves.
For access to the tool and instructions on how to use it, explore the QB Community Article

Access to more training

Slidedeck - Converting To QBO From QBDesktop 05-03-23 Webinar

Uploaded by

Copyright:

Available Formats

Slidedeck - Converting To QBO From QBDesktop 05-03-23 Webinar

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Slidedeck - Converting To QBO From QBDesktop 05-03-23 Webinar

Uploaded by

Copyright:

Available Formats

Converting to

QuickBooks Online from

Intuit Confidential and Proprietary

Heather D Satterley, CPA

• Member Intuit Trainer/Writer Network

Intuit Confidential and Proprietary 2

In order to receive CPE credit in each training session, you must:

• Be present for a minimum of 50 minutes to earn 1 CPE credit.

Intuit Confidential and Proprietary 4

Questions: Related to the content covered in this training

Intuit Confidential and Proprietary 5

Intuit Confidential and Proprietary 6

Part 1: Converting to QuickBooks Online using the conversion tool

Intuit Confidential and Proprietary 7

Part 1: Converting to QuickBooks Online using the conversion tool

Intuit Confidential and Proprietary 8

Intuit Confidential and Proprietary

This lesson covers:

• When to use the QuickBooks

Intuit Confidential and Proprietary 10

Intuit Confidential and Proprietary 11

• The QuickBooks Desktop file is corrupt

• There’s a lot of “garbage” in the QuickBooks Desktop file

• There is a considerable number of unbilled time and expenses

Intuit Confidential and Proprietary 12

What doesn’t convert What you can do

Intuit Confidential and Proprietary 13

What doesn’t convert What you can do

Click here to get more detail on conversions

Intuit Confidential and Proprietary

This lesson covers:

• Preparing to convert a QuickBooks Desktop

Intuit Confidential and Proprietary 16

Intuit Confidential and Proprietary 17

ProAdvisor Preferred Pricing

Intuit Confidential and Proprietary 19

Intuit Confidential and Proprietary 20

Intuit Confidential and Proprietary 21

Intuit Confidential and Proprietary 22

Intuit Confidential and Proprietary 23

• You have a version of QuickBooks Pro or Premier older

• Your QuickBooks Desktop account has been canceled

• Your QuickBooks Pro Plus or Premier Plus 2021

• Your QuickBooks Pro Plus 2022 has expired

• You are an accountant that does not have QuickBooks

Intuit Confidential and Proprietary 24

Intuit Confidential and Proprietary 25

Intuit Confidential and Proprietary 26

Intuit Confidential and Proprietary 27

Intuit Confidential and Proprietary 28

Condense your QuickBooks Desktop file

Use the Condense Data utility

Intuit Confidential and Proprietary 29

Intuit Confidential and Proprietary 30

• Create portable file

• Close current company file

• Rename current company file

• Restore portable with original

Intuit Confidential and Proprietary 31