Skip to content
Home
Services
Migrate QuickBooks Desktop to Online

Migrate QuickBooks Desktop to Online

Transitioning through QuickBooks Desktop to Online Migration can transform your accounting processes by offering enhanced flexibility, real-time access, and streamlined financial management. At True Tally Services, our expert team ensures a smooth and hassle-free migration with minimal disruption to your business operations, helping you unlock the full potential of QuickBooks Online.

  • logo02
  • download
  • logo01
  • logo03
  • logo06
  • logo07
  • logo08
  • logo05

Tell us how we can help

Submit the form below and we will reach out to you.

Name(Required)
Hidden
Hidden
Hidden
Hidden
Hidden
Hidden
This field is for validation purposes and should be left unchanged.

Benefits of Migrating to QuickBooks Online

Real_Time_Access

Real-Time Access

Manage your finances from anywhere, anytime, with cloud-based access.

Automatic_Updates

Automatic Updates

Stay up-to-date with the latest features and security enhancements without the need for manual updates.

Enhanced_Collaboration

Enhanced Collaboration

Easily share access with your accountant or team members, allowing multiple users to work simultaneously.

Integrations

Integrations

Connect with a wide range of third-party apps to optimize your workflow, including Payroll, Payments, and Time Tracking.

Data security

Improved Data Security

Benefit from automatic backups and advanced security measures to protect your financial data.

Simplified_Transactions

Simplified Transactions

QuickBooks Online automatically tracks, categorizes, and records your transactions, giving you a clear view of where your money is going.

Financial_Insights

Better Financial Insights

Access real-time insights and reports to make informed business decisions.

Cost_Effective

Cost-Effective

Enjoy a lower monthly subscription fee compared to the higher upfront cost of QuickBooks Desktop software.

Why are Companies Migrating QuickBooks Desktop to Online?

Companies are opting for QuickBooks Desktop to Online Migration to take advantage of the following:

  • Flexibility and Mobility: QuickBooks Online allows access to financial data from anywhere with an internet connection, facilitating remote work and on-the-go financial management.
  • Automatic Data Backup: Data is automatically backed up in the cloud, reducing the risk of data loss due to hardware failure.
  • Integration with Apps: QuickBooks Online integrates with various third-party apps, enhancing functionality and streamlining business operations.
  • Real-Time Updates: Automatic updates ensure users always have access to the latest features without the need for manual upgrades.
  • Improved Collaboration: Multiple users can access and work on the same data simultaneously, improving teamwork and efficiency.

5 step process to migrate from QuickBooks Desktop to QuickBooks Online:

Data_Integrity_and_Completeness

Data Integrity and Completeness

  • Ensure all financial data, including transactions, account balances, customer and vendor details, payroll data, and inventory records, are accurately transferred.

  • Validate the data post-migration to confirm its accuracy and completeness.

Customization_and_Configuration

Customization and Configuration

  • Customize the QuickBooks Online setup to match the current workflow and reporting needs.

  • Configure settings such as tax rates, chart of accounts, and user permissions to reflect the previous QuickBooks Desktop setup.

Backup_and_Security

Backup and Security

  • Create a complete backup of the QuickBooks Desktop data before starting the migration process to prevent any data loss.

  • Implement security measures to protect sensitive financial data during and after the migration.

Training_and_Support

Training and Support

  • Provide training sessions for the staff to get accustomed to QuickBooks Online, focusing on new features and differences from the desktop version.

  • Offer ongoing support to address any issues or questions that may arise during the initial stages of using QuickBooks Online.

Integration_with_Third_party_Applications

Integration with Third-party Applications

  • Identify and integrate any third-party applications currently used with QuickBooks Desktop into QuickBooks Online.

  • Ensure that all integrations are functioning correctly and that any required reconfiguration is completed.

These steps will help ensure a smooth and successful migration from QuickBooks Desktop to QuickBooks Online.

FAQ's on QuickBooks Desktop to QuickBooks Online Migration Services

What is a QuickBooks Online account?
QuickBooks Online accounts are completely online and accessed with a web browser. The account and sign-in info are separate from QuickBooks Desktop.
No, QuickBooks Online is completely independent from QuickBooks Desktop.
We take security very seriously and ensure your data is secure and available to you when it’s in the cloud.
The time needed to move QuickBooks Desktop to Online varies depending on the size of your company file. Ensure that QuickBooks Desktop remains running until the move is complete.
Nothing changes; we simply copy the data to QuickBooks Online. Going forward, you’ll input new data in QuickBooks Online.
If you get an error while migrating from QuickBooks Desktop to QuickBooks Online, refer to the common errors and how to fix them provided by QuickBooks.
Run a Profit and Loss report or a Balance Sheet report in QuickBooks Online and QuickBooks Desktop and compare the two.
After moving from QuickBooks Desktop to Online, connect your bank or credit card account, create and send invoices, and set up location-based sales tax if necessary.

Why Choose True Tally Services?

  • Expertise: Our team has extensive experience handling QuickBooks Desktop to Online Migration with precision.
  • Personalized Service: We tailor our approach to meet your specific business needs.
  • Reliable Support: We’re here to assist you throughout the entire migration process and beyond.

Get Started Today

Ready to upgrade your accounting system? Contact us now to schedule your initial consultation and experience the benefits of QuickBooks Online with a seamless QuickBooks Desktop to Online Migration.