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CONVERTING TO QUICKBOOKS ONLINE: WHAT TO EXPECT

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 29, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
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.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alicia Katz Pollock is the literal “Queen of QuickBooks” and a transformative industry thought leader. She is a Top 50 Women in Accounting, Top 10 ProAdvisor, and the host of the Unofficial QuickBooks Accountants Podcast. She has a Masters in Teaching, publishing a variety of QuickBooks textbooks with Questiva and Amazon, and is a top-rated speaker at conferences including the BDO Alliance, Intuit Connect, Scaling New Heights and IA’s QB Talks. Her signature Royalwise OWLS portal (On-Demand Web-based Learning Solutions) addresses industry staffing challenges by providing QuickBooks Online training to CAS practices, bookkeepers & small business owners, reducing turnover, enhancing staff productivity and offering a standout value-add for clients.

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.