Small Business Shared Interest Group

  • 1.  Switch from QuickBooks desktop to online

    Posted 11-14-2023 09:20 AM

    Any suggestions or training for making the switch from QuickBooks desktop to online?

    Thanks.



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    Kenneth Brown CMA
    Consultant
    Park Ridge NJ
    United States
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  • 2.  RE: Switch from QuickBooks desktop to online

    Posted 11-15-2023 12:23 AM

    There is a QB file import feature you can use to transfer data easier but my general recommendation is to utilize that feature to get customers, vendors and other list data input easily. All other financial information will need to be done using JEs. Any data you are going to want to keep, make sure you export to excel and save some where



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    Dylan Hughes CMA
    Student
    Troy MI
    United States
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