QuickBooks Desktop to Online Migration by HundredMS
Switching from QuickBooks Desktop to Online can improve your business’s efficiency and flexibility. HundredMS specializes in QuickBooks desktop to online migration, ensuring a smooth and secure transition.
We handle everything, so you can focus on your business without disruption. Our goal is to help you enjoy the benefits of QuickBooks Online with minimal downtime. Let us take care of the technical aspects of the migration for you.
Process to Migrate QuickBooks Desktop to Online
To migrate from QuickBooks Desktop to Online, the process begins by reviewing your current data. It is important to ensure all files are updated and ready for transfer.
HundredMS will guide you through exporting your data securely using QuickBooks’ tools. Once the transfer is complete, we help configure your settings in QuickBooks Online. This ensures your business can immediately benefit from the platform’s advanced features.
We also offer services to migrate QuickBooks Online to Desktop, if you ever need to switch back. This is useful for businesses that require certain desktop-only functionalities. Our team ensures the data transfer happens without errors or loss. With our expertise, moving between platforms becomes seamless and risk-free.
QuickBooks Desktop to QuickBooks Online Conversion Plan Overview
The QuickBooks Desktop (QBD) to QuickBooks Online (QBO) conversion process involves multiple stages to ensure a smooth transition.
** May not be QBD based
Client Setup
- Initial Contact
- Task Tracking
- Data Entry
- Kickoff Call
Data Discovery
- File Collection
- Data Audit
- Entity Check
- Feature Review
Data
Preparation
- Financial Reports
- Data Counts
- Vendor & Customer Info
- Employee Data
Validation &
Testing
- Reconciliation + Validation
- Reload if Needed
- Final Testing
Data Handover
- Historical Backup
- Archiving
- Consult - Approval
Initiation of Migration
- Month end completion
- Cutoff date determination
- Consult call
- System Access
Preparation for QuickBooks
Online
- Confirm services and costs
- Client signup
- Provide regular progress updates
- Setup QBO
Data Migration
Migrate key data, including Chart of Accounts.
Configuration & Setup
- Consult - Connect bank
- Connect bank accounts and apps as needed.
- Import past records.
- Set up user access and security options.
Benefits of QuickBooks Desktop to Online Migration
Businesses need to migrate from QuickBooks Desktop to QuickBooks Online to gain access to real-time financial data, improve collaboration with remote teams, enhance data security with automatic backups, and streamline business operations with cloud-based features that can scale as the business grows.
Migrating QuickBooks Desktop to Online offers numerous advantages for businesses looking to modernize their financial operations and stay ahead in today’s digital age. Here are some of the key benefits:
Increased Accessibility and Mobility
QuickBooks Online (QBO) provides cloud-based access, allowing users to manage finances from anywhere with an internet connection. Unlike QuickBooks Desktop, which is limited to a single device, migrating QuickBooks Desktop to Online enables multi-device access, making it easier for remote teams and multi-location businesses to collaborate in real-time.
Enhanced Security and Compliance
QuickBooks desktop presents security and technology risks due to discontinued support and outdated infrastructure. QuickBooks Online ensures continuous software updates, robust security measures, and compliance with modern standards, significantly reducing operational risks.
Seamless Integration with Third-Party Apps
With QuickBooks Online, businesses can easily integrate with over 650 apps that streamline workflows, including payroll services, customer relationship management (CRM) tools, and bank connections. This flexibility makes migrating QuickBooks Desktop to Online a powerful way to scale operations efficiently.
Automated Data Backups and Updates
One major limitation of QuickBooks Desktop is the manual effort required for updates and backups. QuickBooks Online automatically backs up data and provides frequent software updates, ensuring that your business stays compliant with the latest accounting standards without interruption.
Cost Efficiency
QuickBooks Online eliminates the need for costly hardware maintenance, server storage, and manual backups. Moreover, the pay-as-you-go subscription model provides scalability, meaning you only pay for the services you need, which makes the transition more cost-effective than continuing with QuickBooks Desktop.
QuickBooks Data Migration Services By Hundred MS
When migrating QuickBooks desktop to online, you want to ensure the process is seamless, accurate, and reliable. Hundred MS is your trusted partner in this critical transition. Here’s why our clients trust us for QuickBooks data migration:
Expert-Led Migration Process
With extensive experience in QuickBooks migrations, Hundred MS offers a structured and secure migration plan. We follow a comprehensive process that includes integrity checks, data validation, and historical data migration. We ensure that your financial data remains accurate and secure throughout the transition.
Customized Solutions for Every Business Size
We understand that every business has unique needs. Whether you’re a small business with simple financial data or a larger organization with complex structures, we provide tailored migration services, offering standard, intermediate, and advanced migration tiers. This flexibility ensures that your migration to QuickBooks Online is efficient and aligned with your business requirements.
Ensuring Data Continuity and Integrity
Data continuity is a top priority during migration. At Hundred MS, we perform detailed audits and reconciliations to validate the migration of your Chart of Accounts, AP, AR, and balance sheets. Our multi-step validation process ensures your data remains intact, avoiding discrepancies that could impact your business operations.
Comprehensive Post-Migration Support
Migration doesn’t end once your data is moved. We offer post-migration support, including connecting bank accounts, setting up user access, and configuring additional apps as needed. We also help you archive historical data and provide backups, ensuring that you have access to vital information after migrating to QuickBooks Online.
Commitment to Data Security
In an era where data breaches can be costly, Hundred MS prioritizes the security of your financial data. We implement two-factor authentication and provide secure access to archived QuickBooks Desktop files, ensuring that your data is safeguarded both during and after the migration.
How to Migrate from QuickBooks Desktop to QuickBooks Online?
Migrating QuickBooks Desktop to Online requires a careful approach to ensure data integrity. We begin by assessing your QuickBooks Desktop setup to prepare it for migration. Our team properly formats all data and prepares it for transfer.
The migration process uses QuickBooks’ tools to securely move your data to the online platform. Afterward, we verify that everything works correctly and train you on how to use the new system.
Once in QuickBooks Online, your business will gain access to new features like cloud storage. You can collaborate with team members in real-time, from any location. The online version also includes automatic updates, keeping your financial tools current without the need for manual upgrades. The move to QuickBooks Online offers a more flexible, efficient solution for modern businesses.
Why Choose Hundred MS for QuickBooks Desktop to QuickBooks Online Migration
HundredMS is the ideal partner for migrating from QuickBooks Desktop to QuickBooks Online. We have years of experience handling complex data migrations with precision and care. Our team securely transfers your data and preserves your financial processes.
We also provide ongoing support, helping your team navigate the QuickBooks Online platform. This way, you can confidently switch to the cloud without worrying about downtime or data loss.
We offer tailored solutions that meet your business’s unique needs. Whether you need a fast migration or more detailed support, we’ve got you covered. Our team will walk you through each step, from preparing your files to using new features. With HundredMS, your transition to QuickBooks Online will be smooth and stress-free.
FAQs
QuickBooks Desktop is being phased out, and Intuit will no longer provide support for it in the near future. QuickBooks Online is the recommended solution for businesses looking to continue using QuickBooks. Converting to QuickBooks Online ensures you have access to the latest features, security updates, and customer support, which will not be available for QuickBooks Desktop once it is discontinued.
Switching to QuickBooks Online offers numerous advantages, including cloud access, real-time collaboration, and automatic updates. If you need more flexibility in managing your finances, migrating to QuickBooks Online may be a good choice.
To convert QuickBooks Desktop to Online, first prepare your data in QuickBooks Desktop. Next, use QuickBooks’ migration tools to export it. Then, import the data into QuickBooks Online. For a smooth and secure process, consider working with experts like HundredMS.
If you don’t convert to QuickBooks Online, your QuickBooks Desktop software will eventually lose support, meaning you won’t receive any critical software updates, security patches, or technical assistance. This could leave your business vulnerable to security risks and compliance issues. Additionally, you may lose access to new features and integrations designed to improve your workflow.
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7901 4th St N, St. Petersburg, FL 33702, USA
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+1 727 625 4373
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