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QB Desktop To Online: Beware these pitfalls

Updated: Mar 25, 2023

Here are some common problems that small businesses may encounter when transitioning from QuickBooks Desktop to QuickBooks Online:


Data migration issues: One of the biggest challenges that small businesses face during the transition is ensuring that their data is properly migrated from the desktop version to the online version. There may be data compatibility issues that need to be addressed, which can lead to missing or incorrect data in the new system.


Learning curve: QuickBooks Online has a different interface and workflow compared to the desktop version, which may require some time to get used to. This can be challenging for small business owners who are already stretched thin with other tasks.


Migrating from QuickBooks Desktop to QuickBooks Online can be a complex process that requires significant expertise and experience. Although QuickBooks Online is a user-friendly accounting software, businesses can benefit from hiring a professional to assist them with the migration process.


A professional accountant can help businesses ensure a smooth transition from QuickBooks Desktop to QuickBooks Online. They have the knowledge and expertise to identify potential issues that could arise during the migration process and address them before they become major problems. Additionally, a professional can help businesses optimize their use of QuickBooks Online, ensuring that they are using the software to its fullest potential and taking advantage of all the available features. By hiring a professional, businesses can ensure that their financial data is accurate, secure, and easily accessible.



Richard Roché, QuickBooks Certified ProAdvisor - Advanced Online



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