QuickBooks Desktop to Online Conversions (Part 2)
E24

QuickBooks Desktop to Online Conversions (Part 2)

Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They also talk about common hurdles like inventory valuation changes and reordering of chart of accounts.


  • (00:00) - Unofficial QuickBooks Accountants Podcast Episode 24
  • (02:36) - Introduction to QuickBooks Desktop to Online Conversion
  • (03:11) - Understanding the Conversion Process
  • (04:05) - Challenges in Conversion: Audit Trail and File Size
  • (05:00) - Preparation for Conversion: File Size and Targets
  • (07:00) - Dealing with Large File Sizes: The Condense Utility
  • (12:52) - Pre-Conversion Checks: Running Comparison Reports
  • (18:58) - The Conversion Process: From QuickBooks Desktop to Online
  • (33:24) - Post-Conversion: Comparing Reports and Adjustments
  • (49:56) - Closing Remarks and Future Plans

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Creators and Guests

Alicia Katz Pollock, MAT
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Hector Garcia, CPA
Host
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.