Workflow tools Why we talk so much about QuickBooks® Online Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Amy Clark Modified Oct 1, 2024 7 min read Like many brands established before the digital age, our evolution has led us online. More than 10 years ago, as part of our mission to power prosperity, Intuit made the decision to build a cloud-based product. We felt it would better serve long-term needs and provide new capabilities faster to streamline the running of a business. Partly due to this evolution, QuickBooks Online moved from simplifying bookkeeping and compliance to providing broader business solutions. Now, businesses can manage their finances end-to-end, and get valuable insights at every stage of their journey using the family of connected QuickBooks Online products. Many of you have been loyal users of QuickBooks Desktop for decades—and we sincerely thank you for your business and trust. Your valuable insights and engagement helped us build solutions to meet your needs and the needs of accountants and businesses around the world. While we remain proud of the desktop product we’ve built over the years, all future innovation will happen in QuickBooks Online. We truly believe that moving to QuickBooks Online serves you and your clients’ interests better—now and in the long term. For that reason and more, we strongly encourage our QuickBooks Desktop customers to consider making the switch. Intuit® ProConnect™ Tax Best-in-tax software—now with advisory included. The game has changed. Maximize your value to your clients with built-in advisory strategies. Check it out Time to take another look at QuickBooks Online If you decided against migrating in the past, now is a great time to take another look. The pandemic caused more QuickBooks Desktop customers to migrate online. As they did, they gave us valuable feedback on making QuickBooks Online a better fit for them. Because we’ve continued to innovate and improve on it, QuickBooks Online meets the needs today of almost everyone using Desktop. Recent updates include fixed asset accounting, project estimates vs. actuals reporting, and spreadsheet sync using Excel. See more here. Here are a few features coming in spring 2024: Class tracking for payroll job costing. Commerce operations. Enhanced role-based access controls. Migrating has never been easier. Feedback from those who have migrated has inspired many enhancements, including free assisted migration,* free personalized setup,* and annual subscription options. Why reconsider QuickBooks Online? We understand that change can be challenging.But no matter what phase a business is in, we’re confident that QuickBooks Online can meet your clients’ needs now—and for future success. If you haven’t seen QuickBooks Online for a while, here are a few reasons to look again: Continuous protection for your clients: With data no longer stored on a local server or hard drive, you and your clients don’t have to worry about losing everything in an accident or natural disaster at the office.* Plus, moving your client’s books online means having data that’s better protected. Intuit scans its systems for suspicious activity and proactively addresses threats.* New and continuously improved: QuickBooks Online has leveled up with integrated bill pay, custom reports, batch transactions, and more. Consider switching to a product that promises to only get better as you go. Productivity from anywhere: Right from a smartphone or tablet,* you and your clients can categorize transactions, run reports, and send invoices and estimates—plus add and manage customers, vendors, and expenses. Hundreds of connected tools to choose from: Payroll, time-tracking, payments’ services, and third-party apps integrate with QuickBooks Online to add functionality where your clients need it most.* Recommend customized solutions to add even more value to the services you provide. Maximized value: Getting clients’ books closed faster each month means spending less time looking backward and more time with forward-looking financial plans and projections. One source of truth: Eliminate the manual transfer of large data files back and forth via email. With QuickBooks Online, you and your clients can start working in the same set of books immediately. For more information, visit Compare QuickBooks Online to Desktop. A message for QuickBooks Desktop subscribers Some QuickBooks Desktop customers may feel we have been pushing the adoption of QuickBooks Online. With full transparency: Yes, we are. Intuit built an integrated, online platform because that’s the way innovative companies have transformed productivity, and because it helps provide the best time- and money-saving benefits. Simply put, an online platform can deliver benefits that a desktop product cannot. What’s more, our online products now meet the needs of almost all QuickBooks Desktop users. However, we also understand that you or your clients may not feel QuickBooks Online is right for them yet. We want to take a moment to say this: At this time, we remain committed to supporting QuickBooks Desktop products and customers—and you and your clients can continue to renew their QuickBooks Desktop subscription. Let us teach you QuickBooks Online When you choose to move clients online, we’re here to set you and your clients up for success with resources throughout the process. After migration, we’ll teach you or your client how to use QuickBooks Online during a free, 1-hour personalized setup call with a product expert.* *Important details and product information Free assisted migration from QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”) to QuickBooks Online Simple Start, Essentials, Plus, or Advanced (“QuickBooks Online”), or QuickBooks Desktop Payroll, Payments, or Time to QuickBooks Online Payroll, Payments, or Time is available to customers who sign up to migrate to QuickBooks Online by July 17, 2024 and subject to capacity. Customers must initiate migration by July 31, 2024. The offer is eligible to Desktop customers that are migrating their Desktop data to QuickBooks Online. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Results may vary based on business complexity and file size. Terms and conditions, features, support, pricing, and service options subject to change without notice. Free personalized setup from QuickBooks Desktop Pro, Premier, Mac, or Plus (“Desktop”) to QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QuickBooks Online”), or QuickBooks Desktop Payroll, Payments, or Time to QuickBooks Online Payroll, Payments, or Time is available to small business users who sign up by July 17, 2024, and is subject to capacity. Customers must initiate a setup meeting by July 31, 2024. The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online. Personalized setup is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Terms and conditions, features, support, pricing, and service options subject to change without notice. Don’t worry about losing data: You don’t need to worry about saving your QuickBooks data on a flash drive because QuickBooks Online automatically backs your data up with the same level of security used by banks and financial institutions. Assure continuous protection: QuickBooks Online uses technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and information. Not only do we protect the information you share with us, we also proactively search for scams and frauds that might impact our customers. Our security notices have regularly updated information about any fake Intuit emails and customer support scams, and tips on what to do if they target you. For more information, see https://security.intuit.com/security-practices QuickBooks Online app: The QuickBooks Online app for Windows and Mac (“app”) requires a Windows PC or Mac computer with a supported browser (see System Requirements for a list of supported browsers) and an Internet connection (high-speed recommended). The app is available for QuickBooks Desktop migrators with an active QuickBooks Online Simple Start, Essentials, Plus, or Advanced subscription. Multiple company tabs allow for simultaneous sign in across multiple company files. Access to each company file sold separately. Terms and conditions, features, support, and services options subject to change without notice. Add-ons and third-party apps: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees. For more information see apps.com. Previous Post 3 guides to moving your clients to QuickBooks® Online Next Post ProSeries® Tax spotlight: James P. Coco, CPA Written by Amy Clark Amy Clark has worked in marketing at Intuit for more than 12 years on a variety of products, ranging from QuickBooks Desktop to ProConnect Tax Online. Her favorite part of her job is working with customers to understand their pain points, and then collaborating with her team to address them. She lives in the Dallas area with her family, and spends most of her spare time cheering on her daughter in sports and theater. More from Amy Clark Leave a Reply Cancel replyYour email address will not be published. Required fields are marked *Comment * Name * Email * Website Notify me of new posts by email. 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