3/18/15 RootWorks.com QB to QBO Data Conversion 3/18/15 RootWorks.com QB to QBO Data Conversion

3/18/15 RootWorks.com QB to QBO Data Conversion - PowerPoint Presentation

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Uploaded On 2018-09-30

3/18/15 RootWorks.com QB to QBO Data Conversion - PPT Presentation

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

qbo conversion desktop quickbooks conversion qbo quickbooks desktop steps premier pro company version rootworks file convert bank enterprise considerations




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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


Where QB Desktop and QBO Fits


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


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


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


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!