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The QuickBooks Online Conversion Crisis – Part 2

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Nov 2nd 2015
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In my last blog, I made the case that there is a confusion, delay, and conversion crisis in the accounting profession as practices try to stage effective, worry-free conversions from any accounting software to QuickBooks Online.

Much of the crisis that is occurring in converting from any accounting software to QuickBooks Online stems from a poor understanding of other items that need to be converted and staged properly in order for the conversion to be considered a success.

Naturally, accountants want to avoid or minimize the pain of change while gaining the profit and efficiency that comes from an online practice. The crises arise because a conversion many times will include other items beyond QuickBooks to be converted. The add-ons need to be staged properly in order for the conversion to be considered a success.

Questions come up, usually after the fact, from the client:

  • What about my payroll, merchant service, Bill.com, and other applications I have connected to by previous accounting software?
  • Is there a conversion tool for these?
  • How do I get my payroll out now that I am converted?

Hence, the conversion is now in a crisis for the client (who can't perform payroll or collect payment) and the accountant (who needs to know who to call to resolve the issues).

As such, you need a partner that knows the right questions to ask with the experience, knowledge, and tools to implement a smooth conversion of your whole office to the online business model.

Until next time, when I discuss the software infrastructure challenges of transitioning to online and prepping your office to be an online-centric, paperless workplace.

Related article:

The QuickBooks Online Conversion Crisis – Part 1

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