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QuickBooks Online: Is It Time To Move? Best Practices for Data Migration


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join our webinar for a comprehensive overview of best practices in data migration within the evolving QuickBooks ecosystem. Explore the phased discontinuation of QuickBooks Pro and Premier and the advantages of QuickBooks Enterprise. Delve into options for Desktop users, whether to remain on Desktop, migrate to Enterprise, or convert to QuickBooks Online, with a thorough examination of the pros and cons of each choice. Gain practical guidance on pre-conversion preparations, the conversion process, and post-conversion considerations to ensure a successful transition.

Learning Objectives:

  • Define the difference between Data Migration and Conversion

  • Identify key terminology related to data migration in QuickBooks

  • Recognize important considerations before making a software change

  • Determine and understand the available options for transitioning to QuickBooks Online

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Carrie Kahn, CPA, is the owner of Complete Business Group (CBG), a distinguished QuickBooks Solution Provider (QSP). Leveraging her status as an Advanced QuickBooks ProAdvisor, Carrie ensures that CBG not only provides optimal pricing but offers the entire spectrum of QuickBooks Solutions. In 2015, CBG launched an award-winning nationwide partner program, allowing fellow ProAdvisors to extend the best pricing to their clients. This program also empowers them to guide their clients towards the QuickBooks product that is the “right fit” through consultations with CBG's experts and community.

Carrie is a member of the esteemed Intuit Trainer Writer Network and has consistently been recognized as one of Insightful Accountant's Top 100 ProAdvisors since 2014. In 2017, she earned the distinction of being Insightful Accountant's Social Media Resources ProAdvisor. CBG, under Carrie's leadership, has garnered accolades as an award-winning QuickBooks Solution Provider (QSP), including the current recognition as Partner of the Year.

In 2019, Carrie acquired with a clear vision in mind. Her goal was to revamp the learning platform into a comprehensive resource for CBG Partners, clients, and the broader community of accounting professionals and business owners it caters to. The revamped now provides a range of on-demand educational videos and incorporates a chat resource dedicated to mastering bookkeeping essentials, with a particular focus on utilizing QuickBooks Accounting software. features a free weekly Workshop Wednesday webinar event, sharing best practices and insights related to QuickBooks.


Dan DeLong, founder of Danwidth, is a born troubleshooter and problem-solver. His vision is to bring all of his life's work experiences into one endeavor to give you the available time to transform your business through technology enabling you to do what you love. Dan brings decades of Intuit Tech support experience, is the current Technical Editor for the QBO for Dummies book series, Chief content creator at, and is the co-host of the QB Power Hour webinar series.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.