QB Talks | Converting From QBDT to QBO
QB Talks July 2024
Intuit is actively working to transition as many QuickBooks Desktop users to QuickBooks Online as swiftly as possible. Over recent years, QuickBooks Online has significantly evolved, offering a comprehensive feature set unmatched by other accounting software. However, adapting to change can be challenging, especially for bookkeepers and accountants who have spent decades mastering the Desktop version. The transition needs to be as smooth as possible.
In the upcoming QB Talks session in July, Alicia Katz Pollock will explore the detailed process of migrating from QuickBooks Desktop to Online. Leveraging insights from four episodes of The Unofficial QuickBooks Accountants Podcast—which she co-hosts with Hector Garcia—and her latest book, "The Comprehensive Guide to Converting from QuickBooks Desktop to QuickBooks Online," available on Amazon, Alicia will not only share best practices for a seamless transition but also strategies to transform migrations into a profitable service offering for your practice.
Learning Objectives:
- Outline the steps to a successful migration project
- Identify the elements of a thorough needs assessment
- List the steps in converting a QBDT file to QBO
- Recognize the potential for creating a new revenue stream
CPE Credits Available: 1
Subject Area/Field of Study: Non-Technical - Computer Software & Applications
Course Level: Basic
Instructional Method: Group Internet-Based
Prerequisites: None Advanced
Preparation Requirements: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparers
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