Learn if a company should move from QuickBooks Desktop to QuickBooks Online.
How do you know if a company is a good fit to move from QuickBooks Desktop to QuickBooks Online? The following guideline will help.
What version of QuickBooks is the company using?
If they’re using any of the following, they’re a good candidate to move over to QuickBooks Online.
- QuickBooks Pro,
- QuickBooks Premier
- QuickBooks Premier Accountant
- Mac - 2014 and later.
If a client uses QuickBooks Enterprise they may not be a good fit. This is due to company's file complexity including:
- Very large file sizes
- Large inventory not supported by QuickBooks Online.
- Extensive company and employee history.
But it is something that can be determined on a case by case basis.
Does the client company use the following Desktop features?
If the client has no need for or doesn’t use the following QuickBooks Desktop features, they are prime candidates for QuickBooks Online.
- Job Costing (not available in QuickBooks Online)
- Progress Invoicing
- Inventory Assemblies (not available in QuickBooks Online, requires a third-party app.)
- IIF Import (not available in QuickBooks Online, requires a third-party app.)
- Custom fields on invoices and bills. (These don't import. You have to re-create manually.)
- QuickBooks Desktop Payroll. Although employee (active and inactive) information imports, payroll history needs to be re-entered.
(For a list of 3rd party apps, visit the Intuit App Center.
For more information on what does and doesn't import, check out What doesn't come over during an import from QuickBooks Desktop.