Content Provider
Qblogo 50 50 color new
Handout Materials
Presentation Slides
Qbo converting banner

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.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Royalwise logo

Alicia Katz Pollock is the QBO Rock Star at Royalwise.com. As a Top 100 ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has three QuickBooks and MS Word books on Amazon, leads weekly QuickBooks training webinars, and runs a QBO Mentorship Membership™ program. She blends the skills of technology, the art of communication, the patience of a teacher, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide the finest in business education solutions.

About Our Sponsor

Qblogo 50 50 color new
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.