Webinar: 3 tips for helping clients migrate smoothly | QuickBooks Online

In this video:
0:00 CPA and QuickBooks ProAdvisor Wendy Barlin introduces herself as host of the webinar, 3 tips for a smooth migration to QuickBooks Online
0:35 Your accounting clients are ready to migrate. What’s the best way to move forward?
1:44 You and your clients can choose from three ways to migrate: You migrate their data with the online tool, They migrate their own data with the tool, or you can use Assisted Migration
4:46 Today we will focus on the migration that you can do for your clients, using the online migration tool
5:09 For clients who want to migrate their own data using the online tool and are confident doing so, you can send them this helpful guide: intuit.me/how-to-switch
5:29 If you as an accountant need assistance in your migration of your clients’ data, you can use Assisted Migration. Schedule a call at intuit.me/schedule-a-call
5:58 How the online migration tool streamlines migration
7:24 Tip 1 for a smooth migration: Clean up your client’s QuickBooks Desktop books—chart of accounts, balance sheet, reconcile statements and payroll
9:33 Cleaning up your client’s QuickBooks Desktop books may take some time, but the work will lead to a smooth migration
10:15 Your firm can use apps to help streamline the process of cleaning up the books, like Keeper or Xennett Autoreview
10:25 Consider that your clients may not need the cleanup step completed before migration, and consider pricing options of flat fee or hourly
11:50 When considering whether to clean up the data prior to migration, consider the number of touchpoints works best for your client
12:40 Sometimes, starting fresh is more cost-effective than migrating data—if so, create a backup and store it securely for any future needs
14:18 Tip 2 for a smooth migration: Prep the data
14:22 Check and configure your client’s QuickBooks Desktop file
15:57 Check the transaction targets in the data
18:37 If needed, you can use the Condense Data utility to convert historical transactions—to learn more, visit intuit.me/file-import & intuit.me/condense-data
19:04 Verify the QuickBooks Desktop data integrity
20:03 Tip 3 for a smooth migration: Choose the most suitable Online account for your client
20:49 When it comes to your client’s new QuickBooks Online account, you have choices—learn more at quickbooks.com/pricing
21:25 If a client falls between subscriptions, look at how quickly they need to grow—and know that it’s easy to switch their subscription
22:35 Step into your space as your client’s trusted advisor and use your expertise of your client’s business to pick the best QuickBooks Online plan for them
23:41 A thought-starter on what to say when presenting the QuickBooks Online plan you recommend to your client
23:56 If your client asks about pricing, explain your research on their needs and the value of the plan you recommend
24:43 Stay aware of any additional migration needs for each client using additional functionality like QuickBooks Payments, QuickBooks Payroll, QuickBooks Time, and third-party apps
26:22 Resources for determining migration needs for each added product and app
27:05 Summary of the 3 tips for a smooth migration to QuickBooks Online


Links:
Guide for clients who want to migrate their own data: intuit.me/how-to-switch
Schedule a call to learn more about Assisted Migration: intuit.me/schedule-a-call
Condense your QuickBooks Desktop file for import to QuickBooks Online: intuit.me/file-import
Using the Condense Data utility: intuit.me/condense-data
Pricing for QuickBooks Online subscriptions: quickbooks.com/pricing
Reference: Apps that can complete your clients’ setup: intuit.me/appsforquickbooks
More about your next steps for migration: intuit.me/online-tool
About migration, just for accountants: intuit.me/move-online
A complete guide to migrating your clients to QuickBooks Online: intuit.me/migrationtoolkit
Contact QuickBooks support: intuit.me/contact-us

Subscribe to our YouTube channel: http://intuit.me/3bOj0M2

Learn more about migrating your clients to QuickBooks Online: intuit.me/move-online

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