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Convert QuickBooks Desktop to QuickBooks Online

QuickBooks Desktop to QuickBooks Online Migration with Zero downtime

Converting a QuickBooks desktop to QuickBooks online should be a simple task. In reality, it does not always go as we expected. DL & Associates has over 25 years of implementation and service start-up experience. The team of engineers, programmers, and QuickBooks ProAdvisors work side-by-side with each business to convert QuickBooks Online to QuickBooks software with ease.

Our conversion is subject to the same limitation listed on the Intuit website.

 

We offer two phases with no downtime conversion.

Phase 1

File Review

Create a sandbox for your review. You can review the data been converted to QuickBooks online. Also, you are able to test your 3rd party app that integrates with your QuickBooks online to prepare yourself when going live

Phase 2

GO Live Conversion

Our converting QuickBooks desktop to QuickBooks online services are as follows.

  1. Start with a file review and check the health of your QuickBooks desktop file. The cost will be rolling into conversion.
  2. If QuickBooks file repair is necessary, a quote is sent for approval.
  3. Lists and balance sheets are verified to make sure the QuickBooks desktop balances match QuickBooks online balances.
  4. Also, we need to make adjustments to match the balances if necessary.

Transfer QuickBooks Desktop attachments to QuickBooks Online

QuickBooks Conversion does not support the transfer of QuickBooks Desktop attachments to QuickBooks Online. Our service can transfer your attachments to QuickBooks Online.

Phase 1

Kickoff Meeting

Determine what QuickBooks products are needed (QuickBooks Enterprise, Advanced Inventory, Point of Sale, or any other third party add-on products)

Phase 2

File Setup

We will pull data from your Accounts Receivable, Accounts Payable, Balance Sheets, Profit & Loss, Payroll, General Ledger, and Assemblies

Phase 3

Training with a QuickBooks Expert

This can be in-person or through a webinar.

Phase 4

Review Financials and Go Live

We will balance out your Accounts Receivable, Accounts Payable, Payroll, General Ledger, Chart of Accounts and any additional data or monthly reports.

Certified QuickBooks ProAdvisors

We are here to provide our clients top-level service and support with our industry knowledge in professional business management and technology solution services. Please feel free to contact us to see how we can help benefit your business.