QuickBooks Desktop to Online Transition | Setup & Optimization
Make the Switch from QuickBooks Desktop to Online
Streamlined Support for Custom Builders
Transitioning from QuickBooks Desktop to QuickBooks Online can feel like a big leap, but with the right guidance and resources, it’s a step that will empower your business for long-term growth. Whether you’re preparing for the migration or already making the switch, I’m here to help ensure your financial setup is efficient, accurate, and tailored to the needs of your custom home building business.
Facing These Challenges?
- Overwhelmed by the thought of migrating to QuickBooks Online?
- Not sure if you’ve set up QuickBooks Online correctly?
- Worried that your financial data might not transfer smoothly?
These are common concerns for builders making the switch to QBO, but with the right resources and support, you can make this transition smooth and beneficial for your business.
Before Migration:
Free resources to guide your migration and help you understand the benefits of QuickBooks Online.
- QuickBooks Desktop to Online Migration: Best Practices Checklist: This checklist outlines key steps to take before migrating, helping you avoid common pitfalls and ensure a smooth transition.
- QuickBooks Comparison Checklist: Not sure if QuickBooks Online is right for you? This checklist helps you compare features between Desktop and Online to make an informed decision.
Note: Intuit offers free migration services for QuickBooks Desktop to QuickBooks Online users. Access their Customer Support Page for more information.
Post-Migration Setup & Support:
After migrating, I offer tailored services to help you set up QuickBooks Online properly and optimize it for your business.
- Quick Start Guide for Builders: Setting up QuickBooks Online: This guide walks you through the essentials of setting up QuickBooks Online, making sure your chart of accounts, reporting, and workflows are customized to your business.
Our Services
QBO Setup & Optimization
For businesses with a new QuickBooks Online account, this service ensures everything is set up correctly from the start. It includes customizing your chart of accounts, integrating essential tools, and optimizing workflows to match your business needs.
QBO Review & Tune-Up
For businesses already using QuickBooks Online, this service provides a detailed review of your setup. I’ll assess your current chart of accounts, workflows, and financial reports to identify inefficiencies or errors, followed by actionable improvements to streamline your financial processes.
How We Work
We tailor our services based on where you are in the migration process:
Before Migration
Access our free resources to prepare for a smooth transition.
Post-Migration
After completing the migration, we help you optimize your setup with customized services or a detailed review, ensuring your financial processes align with your goals.
Testimonials
What Clients Are Saying
Frequently Asked Questions
This depends on the complexity of your business, but most setups can be completed in 1-2 weeks.
Yes, I offer ongoing coaching and support to help you manage your QuickBooks and maintain financial clarity as your business grows.
Take Action Today
Ready to make the switch to QuickBooks Online or ensure your current setup is optimized? Schedule a Discovery Call today, and let’s explore how I can support your migration and setup needs.
Explore More Resources
QuickBooks Desktop vs. QuickBooks Online: Best Accounting Software for Custom Homebuilders