Have you recently switched from QuickBooks Desktop to QuickBooks Online? We’d love to hear your story. Real-life experiences often provide the most valuable insights, including challenges, surprises, and helpful tips.
Your Migration Timeline When did you start the move? How long did the import process take? Did you need to repeat or adjust steps afterward?
Obstacles You Faced Did you lose any payroll data or custom templates? Did reconciliation mismatches arise? Were there issues with app integration? Be as detailed as possible, like if you needed to adjust inventory settings or transaction history.
Third?Party Tools or ProAdvisor Help Did you use SaasAnt, Transaction Pro, or Carbon Analytics? Did you work with a QuickBooks ProAdvisor? How did they help you? Did they configure data maps, troubleshoot import errors, or train staff?
Lessons Learned What would you do differently? Would you do more cleanup beforehand? Would you change the chart of accounts first? Would you keep the Desktop version running for months after the switch?
Post-Migration Tips Now that your data is in QBO, what has helped you the most? Have bank integrations, expense tools, mobile invoicing, or payroll apps been useful?
Share your full journey, including background details, before-and-after stats, and screenshots (screenshots are welcome through attachment) to guide future migrants and encourage meaningful discussion!
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