Once you are ready to convert from QuickBooks desktop to QuickBooks Online (QBO) you will want to make sure you follow the best practices. Discover what you should do prior to converting the file and what data is not converted to QBO. We will discuss what to do if the desktop file is messy or not suitable for conversion. Learn about the reports and data to verify after the conversion to verify the information was converted properly. Also, understand details about how to re-uploaded or ‘do-over’ the conversion when needed. Plus, we’ll discuss tricky situations and common problems.
Understand the steps to take prior to converting a file from QuickBooks desktop to QuickBooks Online.
Identify data that is not suitable to convert.
Use reports to confirm the data was converted.
"Michelle did a great job - there was so much detail to absorb and she answered a large number of questions that clarified and augmented her presentation."
"Michelle Long presents a fun, clear, and educational discussion of what was once, to me, a foreign subject! Now that I am seeing what is possible (and what is not,) I am much more comfortable with the idea of moving to the Cloud!"
"Excellent presenter. Would gladly sign up for any additional programs of hers. She is extremely knowledgeable, confident and conscious of her audience, their questions and their interests."
"Michelle provides the pros and cons of the product - refreshing!"
"Energetic and easy to listen to."
"The two QBO webinars were very worthwhile and I came away with immediately useful information. Also prompted me to register as a QB ProAdvisor and look at the certification."
A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula. She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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