Ready to move your business from QuickBooks Desktop to QuickBooks Online?
Hill Durnin CPAs helps businesses prepare their existing QuickBooks records, migrate their accounting data, and verify the new QuickBooks Online file after conversion.
A successful migration isn't simply about moving data from one platform to another. It is also an opportunity to address bookkeeping issues before they are carried into the new system.
Moving from QuickBooks Desktop to QuickBooks Online involves more than transferring an accounting file.
If the Desktop records contain unreconciled accounts, unnecessary account structures, or other bookkeeping problems, migrating the file without reviewing those issues can carry existing problems into the new environment.
Hill Durnin approaches the transition from an accounting perspective.
Before migration, the existing records can be reviewed and reconciled where needed. The chart of accounts can also be evaluated so the new QuickBooks Online file starts from a more appropriate accounting structure.
After the conversion, the migrated information can be reviewed to help identify discrepancies and confirm that the new file is ready for use.
Existing File Review
Account Reconciliation
Chart of Accounts Cleanup
Data Migration
Post-Migration Verification
Changing accounting platforms doesn't automatically correct problems in the existing books.
Preparing the records before conversion can help:
Hill Durnin CPAs is based in Plano and assists businesses throughout the surrounding North Texas communities.
Hill Durnin CPAs proudly serves clients in:
Plano
Frisco
Allen
North Dallas
Prosper
Celina
McKinney
From QuickBooks Desktop to QuickBooks Online
Review the Existing File
Begin by evaluating the existing Desktop file and determining whether bookkeeping issues should be addressed before migration.Prepare the Books
Complete appropriate reconciliations and chart-of-accounts cleanup before the conversion.Migrate to QuickBooks Online
Transfer the accounting information into the new QuickBooks Online environment.Verify the Conversion
Review key information after migration and identify discrepancies that require attention.
If your business also needs professional assistance maintaining the books after the migration, learn more about Hill Durnin's Bookkeeping & Accounting Services.
Tell us about your current QuickBooks Desktop setup and what is prompting the move.
Hill Durnin CPAs can discuss your existing accounting records and help determine what may be required before moving to QuickBooks Online.
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QuickBooks Desktop data can be migrated to QuickBooks Online, although the appropriate process depends on the existing file and accounting setup. Reviewing the Desktop records before conversion can help identify bookkeeping or account-structure issues that should be addressed first.
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If the existing file contains bookkeeping problems, addressing them before migration can prevent known issues from simply being carried into the new QuickBooks Online file.
The amount of cleanup required depends on the condition of the existing books.
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The existing chart of accounts should be reviewed as part of migration preparation. If unnecessary or problematic accounts have accumulated, the transition can provide an opportunity to address the structure before or during the move.
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The required time depends on the size and complexity of the file, the condition of the existing records, and whether reconciliation or cleanup is necessary before conversion.
Hill Durnin can review the existing situation before determining the appropriate scope.
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QuickBooks Desktop and QuickBooks Online are different platforms, so a migration should not be treated as an assumption that every element will function or appear identically after conversion.
Post-migration verification is therefore an important part of the process.
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Yes. Hill Durnin also provides ongoing bookkeeping and accounting services for businesses that want professional assistance maintaining their books after moving to QuickBooks Online.
A migration is an opportunity to do more than change accounting software.
By reviewing the existing records before conversion and verifying the file afterward, your business can begin using QuickBooks Online from a better-prepared accounting foundation.