Converting QuickBooks Desktop to QuickBooks Online

Table of Contents

When you’re converting QuickBooks Desktop to QuickBooks Online, following best practices will ensure a smooth transition. In this webinar with Earmark, learn how to prepare your file, migrate successfully, and clean up afterwards. Whether you’re new to QBO or you consider yourself “bilingual”, this session will set you up for success.

In this webinar, you’ll learn: ✅ Identify the optionIdentifying the options to create a new QBO subscription ✅ List the steps to preparing a QBDT file for migration ✅ Identify the methods of performing the migration ✅ List the steps to finish the migration in QBO

⬇️ Reserve your spot today ⬇️

🔔 Earn NASBA-approved CPE and IRS-approved CE at https://earmark.app/course/8297738c-f555-401b-9249-582d997c2c8e

Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
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