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QuickBooks Online

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Move from QuickBooks Desktop to QuickBooks Online

A lot of business owners are setting up their businesses to excel in 2022 by upgrading or migrating their QuickBooks products. Also known as a move, or moving from one QuickBooks software to another. Some businesses are upgrading to QuickBooks Desktop Enterprise, while others seek a migration over to QuickBooks Online. For those that choose to move over to QuickBooks Online, we offer a complete turnkey solution and service package that ensures business success. A lot of  clients want to know more about migration services, why they are so beneficial, and attempting to complete a migration without the help of an experienced professional might cause a major headache. By contacting us before proceeding into the QuickBooks unknown, you can avoid finding yourself ill-equipped in volatile territory.

In this article, a dive into the complexities of the QuickBooks Desktop to QuickBooks Online migration will be explained in plain language, along with what can happen when you venture out alone into the QuickBooks unknown, and how our QuickBooks migration services differ from all of the rest – how we move your data and empower your business for optimal success!

And, if you are still trying to determine which solution would be best for your business, there is help available for you. Check out the blog resources below, and Contact Us if you still need more help or have any questions:

Read on to learn more about QuickBooks Desktop to QuickBooks Online migrations!

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Why Move from QuickBooks Pro or Premier to QuickBooks Online?

Have you heard about QuickBooks Online and/or Online Advanced? We’re pretty sure you have, but have you ever seriously considered a move to QuickBooks Online and/or Online Advanced?

Now is a better time than ever to move to QuickBooks Online or Online Advanced, and we’re going to tell you why! Specifically, we’ll discuss the advantages of moving to a cloud-based accounting application, the advantages of QuickBooks Online and/or Online Advanced over traditional QuickBooks Desktop products, and what common business needs will make QuickBooks Online and/or Online Advanced a perfect fit for you.

QuickBooks Support: Choose a QuickBooks Solution Provider!

Every QuickBooks user has experienced a situation where support is required to identify a solution for a technical issue or have a question answered. When this happens, the initial courses of action that typically come to QuickBooks users’ minds are 1) requesting support in-product, or 2) calling 1-800-4INTUIT (1-800-446-8848). And, let’s face it, Intuit Technical Support is more than adequate to meet the needs of users who are experiencing technical difficulties or need questions answered. However, when users’ requirements are more complex and necessitate help from highly skilled professionals with industry accounting experience, where do users go for support?

When your QuickBooks needs are too complex for Intuit to take on, such as requesting a custom-built report, conducting an optimization analyses of critical workflows, or inquiring about QuickBooks training, you may feel like there is nowhere to turn. There is much ambiguity around what your best next steps might be, which doesn’t help the situation. Well, we’re here to tell you that there are a few different options available for these users, and we highly recommend one of those options: Contact an official Intuit QuickBooks Solution Provider (QSP).

In this article, the few options you have available to you will be analyzed and the pros and cons of each option will be outlined, followed by an explanation of our recommendation. It’s important to know that there are solutions out there, and with the right resources: if you can dream it, you can achieve it!

QuickBooks Online in 2021 – The Year in Review

QuickBooks Online in 2021 has truly poised itself to be an enormously beneficial alternative to QuickBooks Desktop in the year 2021. With so many competitive features added since its inception, especially in this last year, QuickBooks Online is quickly dominating the small-to-medium business cloud accounting space. As this year comes to a close, businesses prepare for year-end. With 2022 growth plans being finalized and soon to be executed, many businesses are pondering this complex question:

Should we convert or migrate to QuickBooks Online?

For this reason, an informative article analyzing QuickBooks Online was deemed necessary in our mission to right-fit clients to optimal QuickBooks solutions. This article will provide you with all of the important advancements made within QuickBooks Online in the last year, and how you can leverage support to ensure you are on the best product for your business.

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Business Growth Guide for 2022

At long last, the New Year is not far away! Soon we will all be putting 2021 behind us and driving forward 2022 plans! Needless to say, this will require a decent-sized chunk of time for planning and preparation. And there is no better preventative step to tee up success than preparation! So, to help you with said planning and preparation, we present to you our Business Growth Guide for 2022!

Circling back to planning and preparation, here are some famous wise words that we can draw on. Abraham Lincoln once said, “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” That makes for a pretty sharp axe! And a thoroughly sharpened axe certainly cuts through more trees quicker! From over 500 years of combined QuickBooks and small-to-medium-sized business experience, we can vouch, that the right investments in the right places, at the right times, is what preparedness is all about. So, ask yourself this question:

Are you properly prepared?

We sure hope you are, but just in case, this article will help you with the tools and resources you’ll need. We’ll share some knowledge and expertise around preparing for the new year and how we can help you fortify your business. In 2022, we are dedicated to seeing you grow and succeed, and we’re going to show you how we can help! Ready? Set? Grow!

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Transition to QuickBooks Online with Your Data FAQ’s

You take time to mull over a potential transition to QuickBooks Online – weighing how much more it can benefit your business. After ultimately deciding to adopt QuickBooks Online, you wonder what is next.  The concerns are natural, especially if there are decades of history in your previous accounting software. However, our data specialists here at Out of the Box Technology will discuss this with you. They assess where you are currently; and where you want to end up – by the time you are brought into QuickBooks Online. This conversation is a first and critical step to a successful migration, as it ensures proper data conversion planning.

In this specific installment, we look at a transition of your data from QuickBooks Desktop to QuickBooks Online.

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QuickBooks Desktop Enterprise or Online Advanced

If you’re wondering, “Is QuickBooks Desktop Enterprise or QuickBooks Online Advanced best for my business?” then this is the article for you!

Needs change over time as businesses grow and scale. Therefore, solutions must adapt and/or change to continue to support expanding essential business functions. One of the hardest decisions you will need to continually reassess and make is which accounting system is best for your operation. There are many considerations involved, and one of the most important considerations is if you are ready to upgrade or switch. Another important consideration is which accounting solution configuration will be the best fit for your industry.

We recommend QuickBooks because we:

  1. Know its vast array of functional capabilities, and
  2. Understand its high flexibility in accommodating wide ranges of varying solution configurations.

This allows us to design a custom-tailored solution configuration to meet and exceed your business needs. But, which solution will ultimately be best for your business; QuickBooks Desktop Enterprise or QuickBooks Online Advanced? This brings us to why we wrote this article. Our intent behind the article was to answer the two-part “Big Kahuna” of client questions we receive.

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What’s Included in a QuickBooks Health Check?

In this article, we will answer the most common and frequently asked question – what is a QuickBooks health check? We will also discuss the benefits and how to schedule one with us.

Time sure has flown by so far this year! It is hard to believe that we are already seven months into 2021! With passing the mid-year point and tax extensions deadlines fast approaching, many of our clients have been asking us important questions like, “How do I know my financials are up to date and what needs to be done to bring them current?” or “How can I improve my setup, workflows, and overall use to enhance QuickBooks to fit my business?”. Having the knowledge, best practices and most of all peace of mind in these areas have exponentially positive long-term effects for your business.

To address our common client’s needs, we start with providing a QuickBooks Health Check. At its core, it is designed to review your QuickBooks setup, financials, and overall health. In addition, a big element is that it is tailored to fit your specific business needs. This allows us to provide valuable insights and recommendations to serve as a catalyst to empower you with the knowledge to be successful regardless of if you are the owner, bookkeeper, financial controller, and/or operations manager.

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Your First Hour with QuickBooks Online

This applies whether you’re just launching a business or you’re going online with an existing company. Take some time to get acquainted with QuickBooks Online. Your first hour with QuickBooks Online, or any web-based application for that matter, is probably spent exploring. Clicking buttons, links, and other navigation tools will help you to get the lay of the land.

QuickBooks Online should be no different. In fact, it’s even more important to take it slow when you’re using an accounting solution. If you start entering data without understanding how everything works together, you may make mistakes early on that will be difficult to undo down the road. Without further ado, let’s jump into your first hour with QuickBooks Online!

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