{"id":56044,"date":"2024-10-02T08:00:00","date_gmt":"2024-10-02T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=56044"},"modified":"2024-10-01T10:38:01","modified_gmt":"2024-10-01T15:38:01","slug":"guides-to-moving-your-clients-to-quickbooks-online","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/guides-to-moving-your-clients-to-quickbooks-online\/","title":{"rendered":"3 guides to moving your clients to QuickBooks\u00ae Online"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">As an accounting practice grows, a series of changes will be required to&nbsp;<a href=\"https:\/\/www.firmofthefuture.com\/growing-your-firm\/scale-up-your-firm\/\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">scale<\/a>&nbsp;to meet the needs of your clients. One of the most important areas of growth accounting practices cannot ignore is assessing technology needs. What changes are necessary not only for your firm, but for your clients as well?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Migrating clients from QuickBooks\u00ae Desktop to&nbsp;<a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/accounting\/quickbooks-online\/\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks Online<\/a>&nbsp;is a crucial next step to unlock the benefits, potential business opportunities, and improvements for your clients. However, evaluating&nbsp;<em>what&nbsp;<\/em><a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/move-to-online\/how-to-migrate\/\" target=\"_blank\" rel=\"noreferrer noopener\">technology changes<\/a>&nbsp;are necessary for growth is only the first step. Navigating&nbsp;<em>how<\/em>&nbsp;to implement a change is often where the process stalls.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How much time will this change take?<\/li>\n\n\n\n<li>What preparation is required?<\/li>\n\n\n\n<li>What is the lift for my team?<\/li>\n\n\n\n<li>How do I communicate with clients through the process?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Your peers can help.<\/p>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"402\" height=\"268\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/ProConnect-Tax-CTA-6.24.24.jpg?w=402\" alt=\"ProConnect Tax CTA 6.24.24\" class=\"wp-image-54546 size-full\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/ProConnect-Tax-CTA-6.24.24.jpg 402w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/ProConnect-Tax-CTA-6.24.24.jpg?resize=150,100 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/ProConnect-Tax-CTA-6.24.24.jpg?resize=300,200 300w\" sizes=\"auto, (max-width: 402px) 100vw, 402px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"has-x-large-font-size wp-block-paragraph\" style=\"font-style:normal;font-weight:600\">Intuit\u00ae ProConnect\u2122 Tax<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-style:normal;font-weight:600\">Best-in-tax software\u2014now with advisory included. The game has changed.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Maximize your value to your clients with built-in advisory strategies.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a href=\"https:\/\/accountants.intuit.com\/tax-software\/tax-online\/\"class=\"wp-block-button__link wp-element-button\" >Check it out<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">We interviewed a group of experienced accountants who successfully migrated their clients from QuickBooks Desktop to QuickBooks Online, and along the way identified several key areas and ideal methods that are crucial for a practice to successfully migrate their clients.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From these conversations, we developed&nbsp;<strong>three helpful downloadable resources<\/strong>&nbsp;to best prepare your teams and clients for migration:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1. Ensuring success in your client migrations:<\/strong>&nbsp;Experienced accountants share the key approaches to successful migrations, as well as show a high-level view of the stages of migration so you can plan with confidence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. A tactical guide to migration for accountants:<\/strong>&nbsp;A detailed step-by-step guide to follow in the pre-conversion, conversion, and post-conversion stages to ensure your client migrations are accurate and there are no surprises.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3. Moving to QuickBooks Online:<\/strong>&nbsp;Created for your clients, this resource outlines what they should expect during the migration process, as well as the expected benefits. This piece will set expectations for your clients and instill confidence in the process. It is also customizable with space for your logo and\/or notes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">All three resources are available for&nbsp;<a href=\"https:\/\/intuit.me\/guides-for-migration?CID=fotF_CM_US_DTM\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">download here<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The&nbsp;<a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/move-to-online\/benefits-for-clients\/\">benefits<\/a>&nbsp;of QuickBooks Online are clear. However, just knowing the benefits isn\u2019t enough to move a client seamlessly through the process. Knowing what to expect and how others have approached this challenge helps ensure a successful migration experience.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>QuickBooks professionals can help you identify key benefits to moving to QuickBooks Online and help make the processes easier for you. To speak with a member of our team,&nbsp;<\/strong><a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/move-to-online\/?cid=WEB-GTM-NA-NA-Text1-DecemberFY24FOTF_CHANGE_ARTICLE_DEC-NA_QBO-NA-LGEN-NEWS-QBOA\"><strong>schedule a free consultation<\/strong><\/a><strong>.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you or your clients use QuickBooks Desktop, we encourage you to read more about the many reasons to migrate to QuickBooks Online.<\/p>\n","protected":false},"author":144649122,"featured_media":56047,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[116807,45875901],"tags":[508421111,13179],"intuit_collection":[],"intuit_series":[],"coauthors":[646041926],"class_list":["post-56044","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools","tag-proconnect-tax-online","tag-quickbooks"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.6 (Yoast SEO v28.6) - 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