✓
Readiness Checker
Review preparation areas.
Use tool →FREE TOOLS & ORIGINAL GUIDES
Plan your move from QuickBooks Desktop to Online.
Use practical calculators, checklists and educational guides to organize migration preparation, review critical workflows and plan post-migration validation.
Independent educational website. Not affiliated with or endorsed by Intuit or QuickBooks.qbDesktopAccounting data
→
qbOnlineOnline workflow
Prepare → Migrate → Verify
FREE UTILITIES
Tools built for migration planning
✓
File Size Planner
Create a planning total.
Use tool →✓
Cost Planner
Build a planning estimate.
Use tool →✓
Migration Checklist
Track preparation tasks.
Use tool →WHY PLAN AHEAD?
Make migration easier to manage.
Document users, reports, integrations and workflows before making changes. A written plan makes it easier to assign responsibilities and validate results.
✓ Review users and permissions✓ Identify critical reports✓ Review connected services✓ Plan post-migration checks
Four planning stages
- ReadinessReview your starting point.
- PreparationDocument important workflows.
- MigrationFollow current product guidance.
- ValidationCompare key records and reports.