MYCPE ONE

Converting QB Desktop to QBO 2026 2 Credits 2 Credits

May 07, 2026, 03:00 PM EDT

Converting QB Desktop to QBO 2026 2 Credits 2 Credits

  • Rating

    4.8

  • Published on

    April, 2025

  • Subject Area

    Computer Software and Applications

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May 07, 2026, 03:00 PM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Analyze business needs to prepare for a successful transition.
  • Explore the available QuickBooks Online (QBO) subscription options.
  • Explain the steps required to prepare a QuickBooks Desktop (QBDT) file for migration.
  • Discuss the different methods for performing a seamless migration.
  • Review the final steps to complete the transition to QBO.
  • Analyze new QBO features to enhance workflow efficiency.

Course Overview

Are you worried about migrating from QuickBooks Desktop to Online? What if data goes missing or reports don’t match? This course walks you step by step through the essential techniques for a successful migration. You’ll learn how to assess your business needs, select the right QuickBooks Online subscription, and properly prepare your QuickBooks Desktop file for conversion.

In this CPE Course, Alicia Pollock provides guidance on preparing your QuickBooks Desktop file, performing the migration, and fine-tuning your QuickBooks Online setup. You’ll explore the differences between subscription levels, learn how to import financial data and implement key post-migration adjustments to maintain accuracy. Beyond technical aspects, we’ll also discuss change management strategies to help your team adapt smoothly, ensuring everyone is confident using QuickBooks Online.

Major topics covered:

  • Change Management Strategies
  • QuickBooks Online Subscriptions
  • Migrating QuickBooks Desktop
  • Setting Up Financial Accounts
  • Reviewing and Adjusting Reports

Stop guessing and start converting with confidence! Join us and simplify your migration process while keeping your business running without disruption.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Software and other process controls for Certified Information Technology Professionals (CITP) 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Software and other process controls for Certified Information Technology Professionals (CITP) 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved

Additional Information

Credits

2

Credits

2

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Explore CPA CPE courses with MYCPE ONE and make earning your credits simple and hassle-free. Our online courses cover a variety of topics, all taught by experienced subject matter experts. With flexible scheduling and self-paced learning, you can leave traditional methods behind and focus on growing your skills on your terms. Start your journey to professional growth today with MYCPE ONE and take your career to new heights!

About Instructor

Alicia Pollock, MAT

Alicia Pollock | MAT,ACN

Advisor, Royalwise Solutions

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (79%)

Very Good (17%)

Average (4%)

Poor

Terrible

WF

William Frazer, CPA (US)

5

An essential course for anyone who relies on Quickbooks Desktop. When that version is no longer supported in just a few short years , anyone who has waited until the last minute will be facing issues they never anticipated. The required change in accounting for inventories from average costing to FIFO will be one such challenge. Users better start now and this course is a perfect summary of all the major issues.

WF

Wendy Fowler, CPA (US)

5

Usually I just click through the evaluation but this one was really helpful! We've converted all entities to QBO other than the owner's 'baby'. Change management issue to convert this final one. Thanks for the info that I can use to help get us closer to converting to QBO!!

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Converting QB Desktop to QBO 2026

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The MYCPE ONE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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