View Plans

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 one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
Don't forget to share this post.
Related Articles
1099s in QuickBooks Online
QuickBooks
Alicia Katz Pollock
Navigating 1099s in QuickBooks Online: Your Guide to Stress-Free Filing

Hey everyone, Alicia Katz Pollock from Royalwise.com here. It’s that time of year again – 1099 season! While this task can feel daunting, especially with ever-evolving regulations, QuickBooks Online (QBO) offers tools to help streamline the process. Intuit continues to revamp the 1099 filing process based on user feedback, making it even more efficient. This blog post will guide you

Read More »
Alicia Katz Pollock January 13, 2025
How to Backup Your QuickBooks Online Data
QuickBooks
Alicia Katz Pollock
Baby Got Backups: Why and How to Backup Your QuickBooks Online Data

Hey everyone, Alicia Katz Pollock here from Royalwise.com! Today, I’m diving into a topic that often gets overlooked, but is absolutely crucial for any business using QuickBooks Online (QBO): how to backup your QuickBooks Online data. Even though your company file is stored in the cloud, relying solely on Intuit’s servers for protection leaves you vulnerable to accidental deletions, data

Read More »
Alicia Katz Pollock December 13, 2024
Advanced Bookkeeping in QuickBooks Online
QuickBooks
Alicia Katz Pollock
Advanced Bookkeeping in QuickBooks Online: Moving Beyond the Basics

So, you’ve mastered the basics of QuickBooks Online (QBO). You can send invoices, categorize transactions, and run basic reports. That’s fantastic! But are you ready to take your skills to the next level with advanced bookkeeping in QuickBooks Online? This isn’t about clicking the right buttons; it’s about understanding the deeper bookkeeping principles and using QBO’s features creatively to get

Read More »
Alicia Katz Pollock December 3, 2024