QuickBooks Online

How To Make Sure QuickBooks Online Is For You:  The Importance Of Getting A Free Demo and Consultation Before You Decide

Business owner happily using QuickBooks Online

For long-time users of QuickBooks Desktop, contemplating the move to QuickBooks Online can seem daunting. The concerns about choosing the right version, understanding the features gained or lost, and the potential impact on their business operations are crucial. However, it’s essential to approach this transition with clarity and confidence, armed with comprehensive guidance and support. 

In this post, we’ll help you make an informed decision, and we’ll also provide you with options to try QuickBooks Online first before you purchase the software. 

Understanding the Transition

The decision to move from QuickBooks Desktop to QuickBooks Online is not merely about keeping up with technology trends; it’s about aligning your financial management tools with your business’s current and future needs. While the allure of cloud-based accounting — with its anytime, anywhere access and real-time collaboration capabilities — is strong, it’s imperative to weigh the pros and cons specific to your business context.

Concerns and Considerations

  • Choosing the Right Version: QuickBooks Online offers several versions, each designed to cater to different business sizes and needs. From Simple Start to Essentials, Plus, and Advanced, understanding the features and limitations of each version is crucial to selecting the one that best fits your business. For more information, check out our guide on how to select the best QuickBooks Online version.
  • Features Gained or Lost: Migrating online may mean access to new, cloud-based functionalities such as automatic updates, real-time access from any device, and seamless integrations with other cloud applications. However, it might also involve adjusting to changes in features or workflow processes you’ve grown accustomed to in the desktop version. Learn the enhanced features of QuickBooks Online
  • Impact on Business Operations: It’s essential to anticipate how the switch will affect your day-to-day operations. Consider factors such as the learning curve for your team, any downtime during the transition, and how the change will affect your financial tracking and reporting capabilities.

Making an Informed Decision

The decision to switch should not be driven by fear or a sense of certainty about the future of accounting software. Instead, it should be a well-considered move, recognizing the specific benefits and potential challenges for your business. To aid in this critical decision-making process, we offer comprehensive, no-obligation consulting, focusing on the eight key points essential for determining if QuickBooks Online is the right move for you:

  1. Business Size and Scalability
  2. Feature Requirements
  3. Access and Mobility Needs
  4. Integration with Other Software
  5. Reporting and Analytics Capabilities
  6. User Collaboration and Permissions
  7. Budget and Subscription Models
  8. Technical Support and Training Needs

Making A Seamless Transition

Recognizing the complexities involved in transitioning from QuickBooks Desktop to QuickBooks Online, we are committed to making this process as smooth and informed as possible. Here’s how we support your decision-making journey:

  • Free 30-Day Live Demo: Experience QuickBooks Online in action, exploring its features and interface firsthand to gauge its fit for your business needs.
  • Over 100 Free Training Videos: Access an extensive library of tutorials to help you and your team master QuickBooks Online, ensuring a smooth transition and effective utilization.
  • Free Lifetime Consultation and Data Conversion Support: Benefit from our ongoing advisory services, including assistance with data conversion from QuickBooks Desktop to Online, ensuring your historical financial information is preserved and accurately transferred.
  • Exclusive Discounts and Unlimited Support: Enjoy special pricing and continuous support from our team of experts, dedicated to helping you maximize the value of QuickBooks Online for your business.

Ready to Explore QuickBooks Online?

Making the switch to QuickBooks Online is a significant decision that impacts the very core of your business operations. Armed with the right information, support, and resources, you can make this transition confidently, ensuring your business leverages the full potential of cloud-based accounting. 

To learn more, discuss your specific needs, and get a free demo, call our experts at 866-949-7267. Let us help you quickly and confidently navigate the shift to QuickBooks Online.