In Focus Webinar: Customer Segmentation - Planning Migrations to QuickBooks Online


Wednesday, February 22, 2023, 2:00 PM - 2:45 PM 

Eastern Time (US & Canada)



Do you have a number of clients that you want to migrate to QuickBooks Online but don’t know where to start? This short webinar will help you! We will discuss the key factors that impact migrations and will provide you with a simple tool that will help you to prioritize your migrations. 


  • Key factors to consider when migrating a client to QuickBooks Online
  • How these factors impact migration
  • A spreadsheet that will help you prioritize your migrations


Joelle Sater
Full Name
Joelle Sater
Job Title
Associate professional services consultant
Joelle is working as an Associate Professional Services Consultant at Intuit. She is a QBO Advanced Certified ProAdvisor, freelance bookkeeper, and has more than 5 years bookkeeping experience.

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