In this session accounting professional Joelle Sater will walk through the process of migrating to QuickBooks Online from QuickBooks Desktop, Sage, Xero and Acomba. Joelle will provide guidance on post-migration data validation and share how to use importing tools to start a client file from scratch. Finally, she will outline resources to help professionals onboard new clients and introduce you to the Intuit teams available for support.
Key takeaways:
- You have a team behind you to help remove barriers to your growth
- There are resources for you & your clients to assist with onboarding
- You can do your own migrations or your SDM team can help
- Always validate your data after a migration