Leading firms through the next generation of change™

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Presentation transcript:

Leading firms through the next generation of change™

11/19/14 RootWorks.com QuickBooks Desktop to QBO Data Conversion Leah Reid Education Services

Learning Objectives Determine which clients are a fit to move from QB Desktop to QuickBooks Online Eliminate potential pitfalls or errors by knowing what to expect from the conversion Learn recommended conversion steps RootWorks.com

Client Conversion Strategy Determine 1-2 staff to own conversion process Timing – QB Desktop functionality = QBO functionality Bookmark KB article Utilize the RW conversion guide – Living document that will change as QBO evolves – Document is named: “QB Desktop to QBO Conversion”

Clients Currently Not a Fit for QBO QBO slowness if QB Desktop file size > 350MB Clients that need batch bill entry Industry specific versions (retail, contractor, nonprofit, etc.) Clients with inventory or QB Point-of-Sale Clients that use QB Desktop online bill payment* QuickBooks Enterprise clients*

Quick Conversion FAQ Conversion is required within 60 days of adding new QBO company Exporting back to QB Desktop from QBO is not recommended Converting will overwrite any existing data in the QBO company

Prior to Converting Company Setup QBO Company Finalize current month’s bank rec in QB Update QB to latest version Important! Conversion does not affect existing QB desktop data

File Size Considerations File Size Limitations – Press F2 on keyboard – 350MB limit File exceed options – Verify – Rebuild – Condense

QuickBooks Pro/Premier Conversion Steps

Conversion Steps Update QuickBooks Pro/Premier to latest version – Help | Update QuickBooks Company | Export Company File to QuickBooks Online

QuickBooks Pro/Premier Conversion Steps

QuickBooks Pro/Premier Confirmation

QuickBooks Enterprise Conversion FAQ Is not currently recommended by Intuit at this time – There are features in Enterprise that don’t yet exist in QBO You can still convert if those missing features are N/A

Prepare the Import File (OE.qbw)

Open QuickBooks Online Company Gear Icon | Tool | Import Desktop Data Use Internet Explorer 10 or newer

Install ActiveX

Import All Data

Upload File

Timeframe Confirmation

Confirmation

Mac Conversion Steps QuickBooks for Mac 2013/2014: – Update to latest version of QB – File | Export | To QuickBooks Online Note! If you are on an older version of QuickBooks for Mac, you can download the trial version of 2014 to convert

Post Conversion: Recommended Steps Run Comparable Reports – Profit & Loss – Balance Sheet Re-convert if there are problems – Converting again will replace, not duplicate Use QBO live chat if you run into errors

Post Conversion: Setup Considerations Historical (1-time) bank reconciliation Budgets Payroll information* Memorized transactions* Inactive lists now convert as inactive*

Hosted Considerations Install QuickBooks version local Backup/ Restore data local Go through recommended conversion steps for either Enterprise or Pro/Premier

Wholesale Billing Receive one consolidated monthly bill Obtain 50% discount each month for lifetime of subscription No cost to join Limitations: – Cannot move clients from one QBO version to another at this time – *Cannot* use WB with a payroll subscription

Thank you for attending! RootWorks.com

Leading firms through the next generation of change™