Are you thinking about switching from QuickBooks Desktop to QuickBooks Online? It’s a significant move, but it provides a lot of flexibility and convenience, especially if you want to access your accounting data from anywhere. I’m starting this thread to learn about the best practices and to hear from others who have made the transition.

From what I’ve gathered so far, the first steps involve preparing your Desktop file, ensuring all transactions are up to date, and backing everything up. Then, there’s the actual export process, where you send your file to QuickBooks Online using the built-in migration tool. However, I’ve come across some common challenges, such as data limits, missing transactions, and problems with inventory not converting correctly.

Has anyone experienced this firsthand? What did you do to make the move smooth? Did you lose any custom reports or invoice templates? I’m also interested in how user permissions changed and how bank connections worked after the transition.

Any tips, mistakes to avoid, or recommended checklists would be very helpful. I want to prevent downtime and make sure my financials remain accurate after the migration. Thanks to anyone who can share their experience or advice!
ReadMore:https://qbookassist.com/quickbooks-desktop-to-quickbooks-online/