QuickBooks Desktop to Online Conversions (Part 2)

Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They also talk about common hurdles like inventory valuation changes and reordering of chart of accounts. Sponsors Client Hub - https://uqb.promo/clienthub Relay - https://uqb.promo/relay (00:00) - Unofficial QuickBooks Accountants Podcast Episode 24 (02:58) - Introduction to QuickBooks Desktop to Online Conversion (03:33) - Understanding the Conversion Process (04:27) - Challenges in Conversion: Audit Trail and File Size (05:22) - Preparation for Conversion: File Size and Targets (07:22) - Dealing with Large File Sizes: The Condense Utility (13:14) - Pre-Conversion Checks: Running Comparison Reports (19:20) - The Conversion Process: From QuickBooks Desktop to Online (33:46) - Post-Conversion: Comparing Reports and Adjustments (50:18) - Closing Remarks and Future Plans Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference: www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com