The process of “moving” your bookkeeping functions may seem overwhelming, however transitioning to QuickBooks Online from desktop has several benefits.
The change opens more flexibility, making it easier to get important financial information from any location or device on the web. This transfer moves your accounting from a single PC which is localized to a cloud-secure platform.
This guide covers the main advantages and methodology of easy convert from desktop to online QuickBooks with NVMe.
Understanding The Core Differences
What it comes down to is access. Desktop software lives on just one computer, making your data less portable. QuickBooks Online (QBO) is cloud hosted, i.e.. it resides on secure servers, and you can access QBO via any web browser.
And another effect of this change is that it fixes the phenomena of the patch, because QBO always has the latest functions deployed automatically and you don’t get updates for your software.
Even though the desktop version can feel mightier for certain, nuanced activities, QBO boasts unbeatable ease of access and collaboration.
Benefits Of The Transition
The most important benefit is the instantaneous accessibility. This way, both you and your accountant can look at the data together as a use it to improve your advisory services. Automatic backups safeguard your data from local hardware failures.
Subscription pricing covers all upgrades, so you won’t be surprised by upgrade fees. It’s a cinch to integrate with other business apps such as PayPal, Shopify and Gusto, becoming your all-in-one place for running your operations.
Mobile capabilities are strong, so you can use it to send invoices or see cash flow at a glance on your phone at any time, turning downtime into productive time and keeping close tabs on your business finances.
Planning Your Data Migration
Even a smooth transition doesn’t happen by accident. The first thing to do is tidy up your desktop file – Clear any uncleared transactions, reconcile accounts and remove unused lists.
See Intuit’s conversion tool for confirmation that your desktop version (such as Pro, Premier or Enterprise) is included. Not all data gets transferred exactly right; some details, such as inventory assemblies or reports may not move over.
Make sure to run a full report from your desktop version before you convert as a benchmark. The right preparation will help you suffer less data loss and result in an accurate conversion to QuickBooks online from desktop.
Executing The Conversion Process
The converting from desktop to online QuickBooks is made easy with the help of Intuit’s own conversion tool. You will usually export your company file from the desktop software and import it via the QuickBooks Online migration portal.
The system walks you through the process of choosing a start date for your online data – importing all your historical records into the new system. Careful Review is required after the upload.
Check to ensure customer and vendor lists, open invoices and account balances are the same as your desktop file. A lot of folks elect to run the two systems in parallel for a brief period just to be sure everything is working right in QBO.
Adapting To The Online Interface
The QBO dashboard is built with simplicity in mind, but it has some structure differences from the desktop version. Key menus are in different places and the workflow for some tasks — like invoicing or bank reconciliation — may be alien.
Leverage Intuit’s ever-expanding video tutorial library with a webinar and learn how to use the new product features in QuickBooks. The Search feature in QBO is a great tool to find transactions or functions fast!
Yes, there is some getting used to this software but the intuitive nature of it really gets people up to speed quickly and saves them time in the end on basic accounting every day.
Conclusion
Moving from desktop to online QuickBooks is a good business decision in terms of accessibility, collaboration and efficiency. There is enormous benefit in moving to cloud-based accounting.
You’re released from a single computer, your updates are automatic, and you can leverage the power of today’s business tools.
With careful data preparation and the use of resources available to you, a hassle-free transition can be affected which will enable your business to enjoy better financial management and growth in the future.
