So you have a client that wants to make the jump from QuickBooks Pro, Premier, Mac, or Enterprise? This is indeed exciting news, and I shall happily guide you through this process. Come with me, and let's go down this path together. I promise you're in good hands; I've been doing this for a very long time.
If you haven't seen QuickBooks Online (QBO) in a while, things have changed a bit, but this is a good thing! It's so easy to create a QBO account and convert your QuickBooks Desktop (QBDT) data these days. Just a few clicks of the mouse, really.
Before we start, let's look at how it used to be done. First, you or your client would have to create an account and enter credit card information, even though there's been a free thirty-day trial for as long as I can remember. Once the account was set up, if you set it up and used your own credit card, you'd have to invite your client and have the client change the billing information. Typically, I would have to schedule a phone call with my client to make sure this actually got done.
Then to convert a QBDT file to QBO, you would do this:
Open the file, then go to File > Utilities > Copy Company File for QuickBooks Online . . .
About Stacy Kildal
Stacy Kildal is an Advanced Certified QuickBooks ProAdvisor, Certified Enterprise Solutions ProAdvisor, Sleeter Group Certified Consultant, a nationally recognized member of the Intuit Trainer and Writer Network, and cohost of RadioFree QuickBooks. She is the owner/operator of Kildal Services LLC, providing accounting and technology consulting, QuickBooks conversions, bookkeeping services, payroll setup and processing, Intuit merchant services and customized training.