QBTalks Apps January: A Realm By Any Other Name

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Main Presenter: William Murphy

In this first edition of Insightful Accountant’s QBTalks-Apps series, Murph breaks down QuickBooks Realms and why they matter as firms move from QuickBooks Online Accountant to Intuit Accountant Suite.

This session explains what a realm is, the differences between primary, multi-tenant, and multiple realms, and how realms connect across the QuickBooks ecosystem. Murph then walks through realm consolidation, including planning, preparing the target (primary) realm, migrating client realms, post-migration cleanup, and getting to work inside Intuit Accountant Suite.

You’ll see a live, end-to-end demonstration of a real QBO-Accountant realm transforming into an Intuit Accountant Suite realm with clients fully migrated.

Learning Objectives

Upon completion of this one-hour webinar, participants should be able to:

• Identify the differences between realms within the QuickBooks Online Environment and Ecosystem.
• Evaluate from a simulated environment the best QBO-Accountant realm to become the seat realm of a new Intuit Accountant Suite implementation.
• Select, from a list, those issues that may complicate migration from QuickBooks Online Accountant to Intuit Accountant Suite.

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CPE Credits: 1

Subject Area: Business Management & Organization

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

Cost: Free