Topic

In Focus Webinar: DataSwitcher Migration

Time

Wednesday, November 16, 2022, 2:00 PM - 3:00 PM 

Eastern Time (US & Canada)

Description

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

Speaker

Joelle Sater
Full Name
Joelle Sater
Job Title
Associate professional services consultant
Company
Intuit
Bio
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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