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CONVERTING TO QUICKBOOKS ONLINE: WHAT TO EXPECT

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
Integrates withQuickBooks Online 
Course Description

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.

Learning Objectives

  • 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.

Testimonials

"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."

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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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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NASBA Approved

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.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

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.