In most cases, it’s not a difficult process, but there are some important questions that need to be asked prior to ensure that QuickBooks Online is the right choice for your company and that your existing data can be moved easily. There are a couple of ways to approach the process the first step being to set up a free consultation so that we can discuss your situation, and expectations and make sure that online is a fit so there are no surprises. If it looks like you are a go, we can get you a free trial to test your data, and then you have a choice of transferring data one of three ways:
- Do it yourself – We can get you all the steps to take based on what you are looking to do and can connect you with 3rd party apps that can backfill some of the functionality that you had in the desktop version if needed.
- Set up a free data migration session for you – We would usually do this if you have a larger file or a more complicated data transfer
- Have your data professionally converted – We have access to a very low-cost data conversion service based on file size and the data you need to be converted. this allows you to be “hands off” and have your new file set up and ready to go.
We’re here to make migrating your desktop data and getting to know QuickBooks Online as seamless as possible. Have more questions or want to set up a free consultation? Just give our experts a call at 866-949-7267 and we can help get you the answers. If you would like to try QuickBooks Online Advanced free for 30 days, just click the free trial link below and we will send you to full-access copy so that you can test drive it for yourself.