Conversion of Historical data from QuickBooks Desktop to QuickBooks Online

4.2 (54)

Ankit Mehta

MMC Convert

Monday, February 22, 2021 | 11:00 AM EST

  • CPA Canada
  • CITP
  • CIA
  • CMA
  • CPA
  • CVA
  • CFE

1 CPE | 1 CPD

FREE

Subject Area

Accounting

Webinar Qualifies For

1 CPE credit for Certified Management Accountants (CMA)

1 CPE credit for Certified Internal Auditors (CIA)

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPE credit of Accounting for all CPAs

1 CPD credit (Verifiable) of Information Management for all CITP (AICPA)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

With the ever-evolving accounting industry, accountants and advisors are always seeking the best solutions for their clients. Often, they decide to switch to an accounting solution that is robust for their client's business needs. But while making the switch, it is important that they bring across the historical data from their desktop solution. 

Historical data helps in making comparative reports, checking the health of the business as compared to the previous years, and keeping the records intact for various government agencies. 

In this webinar, we will explore:

  • Why people migrate from one accounting platform to another, 
  • How they can achieve an error-free migration, and 
  • How they can save time and cost, by doing it themselves.

QuickBooks Online Accountant is a tool designed for Accountants and Bookkeepers to efficiently work in clients’ QuickBooks Online company files. This webinar is very useful for the accounting professionals and businesses who want to explore QuickBooks online as a new business.

Learning Objectives

  • To identify main reasons why people migrate from Desktop to Cloud Accounting Software
  • To explore how to use the inbuilt conversion tool provided by QuickBooks to convert QuickBooks Desktop to QuickBooks Online?
  • To recognize DIY Conversion from QuickBooks Desktop to QuickBooks Online

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Bookkeepers & Accountants & Tax Preparers

Testimonial

4.2

(54)
37%
52%
9%
2%
0%

TL

Compact presentation that highlighted the most relevant areas of a conversion. Well done.

LL

Not a user but need to learn more. It has been helpful. Thank you.

SO

Easy and well done! Great information! Thank you!

AC

Good

LL

Informative

MS

Very useful information for anyone contemplating switching from Quickbooks Desktop to QuickbooksOnline.