Leah Reid Education Services Learning Objectives Decision factors QB Desktop vs QBO When to convert QBOA admin console with wholesale billing Conversion steps for QB ProPremier and Enterprise to QBO ID: 683489
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3/18/15
RootWorks.com
QB to QBO Data Conversion Leah Reid Education ServicesSlide2
Learning Objectives
Decision factors: QB Desktop vs. QBOWhen to convertQBOA admin console with wholesale billingConversion steps for QB Pro/Premier and Enterprise to QBOPost conversion considerations
RootWorks.comSlide3
Where QB Desktop and QBO Fits
RootWorks.com
QBO &Slide4
QBO Strategy
Staff should become QBO certifiedSome of your existing QB Desktop clients may be a good fit for QBO right now, some won’t beConsider QBO first for all new clients
RootWorks.comSlide5
Conversion Recommendations
Conversion process is a marathon not a sprintDetermine 1-2 staff to own conversion processTimingQB Desktop functionality = QBO functionalityBookmark KB article 4095
Utilize the RW conversion guideDocument is named: “QB Desktop to QBO Conversion”Slide6
Don’t Convert Yet, If Company Has…
PaymentsLarge file (Lists and balances can be imported)Multi-currency Price levels
Progress Invoicing/Partial BillingJob tracking/job costingInventory Sales Form Customizations (coming soon)Credit MemosLots of customized reportsSlide7
Use QBO When a Company Requires…
Bank Feeds: for high volume credit – debit cards and bank account transactionsClient collaboration Technology with direct integration with other apps through API’sModern look and feel
RootWorks.comSlide8
Polling QuestionSlide9
Wholesale Billing
Receive one consolidated monthly billObtain 50% discount each month for lifetime of subscriptionNo cost to joinMigration Update- New QBOACannot
Move clients from one QBO version to another at this timeCannot Use WB with a payroll subscriptionSlide10
Prior to Converting Company
Setup QBO CompanyFinalize current month’s bank rec in QBUpdate QB to latest versionImportant! Conversion does not effect existing QB desktop dataSlide11
File Size Considerations
File Size LimitationsPress F2 on keyboard350MB limitFile exceed optionsVerifyRebuild
CondenseSlide12
QuickBooks Pro/Premier Conversion StepsSlide13
Conversion Steps
Update QuickBooks Pro/Premier to latest versionHelp | Update QuickBooksCompany | Export Company File to QuickBooks OnlineSlide14
QuickBooks Pro/Premier Conversion StepsSlide15
QuickBooks Pro/Premier Confirmation EmailSlide16
Polling QuestionSlide17
QuickBooks Enterprise Conversion FAQ
There are features in Enterprise that don’t yet exist in QBOYou can still convert if those missing features are N/A to you client companySlide18
Open QuickBooks Online Company
Gear Icon | Tool | Import Desktop DataUse Internet Explorer 10 or newerSlide19
Install ActiveXSlide20
Import All DataSlide21
Upload FileSlide22
Timeframe ConfirmationSlide23
Email ConfirmationSlide24
Polling QuestionSlide25
Mac Conversion Steps
QuickBooks for Mac 2013/2014:Update to latest version of QBFile | Export | To QuickBooks OnlineNote! If you are on an older version of QuickBooks for Mac, you can download the trial version of 2014 to convertSlide26
Post Conversion: Recommended Steps
Run Comparable ReportsProfit & LossBalance SheetRe-convert if there are problemsConverting again will replace, not duplicateUse QBO live chat if you run into errorsSlide27
Post Conversion: Setup Considerations
Historical (1-time) bank reconciliationBudgetsPayroll information*Memorized transactions
*Inactive lists now convert as inactive*Slide28
Hosted Considerations
Install QuickBooks version localBackup/ Restore data localGo through recommended conversion steps for either Enterprise or Pro/PremierSlide29
Thank you!