Why Migrate from QuickBooks Desktop to QuickBooks Online — And a Special Offer You Shouldn’t Miss

Companies move their accounting files from QuickBooks Desktop to QuickBooks Online because they want to automate workflows, access their data remotely, and collaborate with their clients in real-time. Today, let’s discuss these and other benefits of moving from QuickBooks Desktop to QuickBooks Online. In the end, we will also provide a special offer that you shouldn’t miss, so keep reading. 

Why Move to QuickBooks Online?

Work from Anywhere

As opposed to QuickBooks Desktop, which is a locally installed software, QuickBooks Online is a cloud-based program that allows you to access your files from anywhere and on any internet-enabled device. This means you don’t have to be in front of your office desk to send invoices, accept customer payments, and view your accounting reports. 

For more convenient accounting, you can use the QuickBooks Online mobile app to perform essential accounting tasks on the go, such as invoicing, mileage tracking, and payment processing. You can also view important accounting reports from your smartphone, including cash flow statements, balance sheets, and profit and loss (P&L) reports. 

Learn more about the QuickBooks Online mobile app and its benefits for small businesses.

Automate Routine Tasks

QuickBooks Online offers plenty of automated features, such as bank feeds, late payment reminders, and recurring transactions. One useful workflow automation feature is the ability to create and send a group of multiple invoices in one go instead of sending each invoice one by one. This feature, called batch invoicing, is available exclusively in QuickBooks Online Advanced. Other time-saving features of Advanced include a bulk transaction entry feature and the ability to customize reports.

Learn the four key benefits of QuickBooks Online Advanced, according to a Forrester TEI study. 

Improve Productivity with Integrations

Another reason companies move to QuickBooks Online is its strong integration with third-party applications. The program integrates with over 750 business tools, including your favorite apps, like PayPal, WooCommerce, Shopify, eBay, Amazon, Microsoft 365, and more. QuickBooks Online also has native integrations with other QuickBooks products, such as QuickBooks Payroll, QuickBooks Payments, and QuickBooks Time. If you subscribe to QuickBooks Online Advanced, you’ll also benefit from best-in-class app integrations, such as LeanLaw, Bill.com, HubSpot, and Salesforce.

​​Collaborate with clients in real time

One of the challenges with QuickBooks Desktop is that team collaboration and file sharing are limited. With QuickBooks Desktop, you need to create an Accountant’s Copy of your company file and then send it to your accountant, which can be laborious and time-consuming. With QuickBooks Online, you only need to send an invitation email to your accountant, and they will be able to access your files right away. If you sign up for QuickBooks Online Advanced, you’ll get a centralized financial and accounting hub where you can easily provide team members with instant access to the right data. 

Keep Data Protected

Accounting files stored on a local computer or USB can be corrupted and accessed by the wrong person. With QuickBooks Online, you don’t have to worry about data safety and security, as all important information is protected by advanced encryption technology that is also used by the world’s top banks. Also, since your files are backed up in the cloud, they won’t be affected by hardware malfunctions.

Seek Assisted Bookkeeping Support

Businesses with extensive bookkeeping needs consider QuickBooks Online because they can sign up for QuickBooks Live for support. QuickBooks Live Bookkeeping is an add-on to QuickBooks Online, where you’ll get access to a team of dedicated bookkeeping professionals to help you manage your books in real-time through video chat. They will also provide month-end reports to help you simplify tax time. 

What Is The Best Online Product & How Does My Desktop Data Convert?

With all the features and advantages and features available in QuickBooks Online, there are two questions that need to be answered prior to buying the new software or trying to convert your data if you want the transition to be successful.  These are:  

1. What is the best QuickBooks Online version is the best “equivalent” version to move to for where I am currently at and where I want to be in the future?
2. What data am I trying to move over from desktop?  

Many times people choose QuickBooks Online solely by the number of users that they need, but that is not the way to do it.  Why?  Because QuickBooks Pro and Premier are basically the same program, just that Premier has more users and has industry-specific ditions. If you only have two users now in Pro and blindly move to Essentials because it has three users, you may be very disappointed when it doesnt have any of the other features that you were used to using in Pro.  You need to make sure that you are getting at least equal, but more often than not, it is better to have more. Ultimately, you will want to make sure that the data that you want to move from your desktop file will successfully move to QuickBooks Online.  

Bottom Line

Many companies move to QuickBooks Online from Pro or Premier because they want to enjoy benefits, such as cloud acessibility, time-saving automation features, and real-time collaboration. To unlock the full power of QuickBooks Online, you should consider purchasing QuickBooks Online Advanced, which offers more enhanced accounting features, such as bulk transaction entry, custom reporting, and multiple user access (up to 25 users).