Course Overview
In this comprehensive course, you'll learn everything you need to know about migrating your business to QuickBooks Online. From understanding the benefits to mastering post-migration tasks, we've got you covered.
What You'll Learn
Foundation
- Benefits of migrating to QuickBooks Online
- Creating a solid migration plan
- Managing a migration process team effectively
Strategic Decisions
- Selecting the right QuickBooks plan for your needs
- Choosing the most suitable conversion method
Data Migration Process
- Exporting data from your current system
- Preparing and cleaning data for QuickBooks
- Importing data into QuickBooks Online efficiently
Post-Migration Success
- Validating data post-conversion
- Navigating and mastering QuickBooks Online interface
- Setting up and configuring integrations with other tools
Why This Course?
Our step-by-step approach ensures you'll have the knowledge and confidence to migrate to QuickBooks Online successfully. You'll minimize disruptions to your business operations and maximize the benefits of this powerful cloud-based accounting solution.
Course Curriculum
- Module 1: Benefits of Migrating to QuickBooks
- Module 2: Plan to Migrate to QuickBooks
- Module 3: Manage a Migration Process Team
- Module 4: WISE DECISIONS
- Select the Right QuickBooks Plan
- Select the Right Conversion Method
- Module 5: DATA MIGRATION
- Export Data for QuickBooks
- Prepare Data for QuickBooks
- Import Data into QuickBooks
- Module 6: POST MIGRATION
- Post-Conversion Data Validation
- Get Comfortable with QuickBooks
- Configure Integrations