QuickBooks Desktop to QuickBooks Online How to Make the Move

If you use QuickBooks Desktop and are stressing about moving to QuickBooks Online, in this webinar, get your questions answered and learn tips and tricks to make the process easier for you.

Key Questions:

* When is the best time to make the shift to QuickBooks Online?
* Will my current version of QuickBooks Desktop stop working?
* I have a really old version of QuickBooks. What should I do?
* I run my payroll in QuickBooks Desktop now. How is that affected?
*Does it bring over all my historical data? Are there things that don't come over?
* What are the main differences between QuickBooks Desktop and QuickBooks Online?
* And more

1. QUICKBOOKS
DESKTOP TO ONLINE
MIGRATION: Making The Move
Get Social Use Hashtag #QBME
Twitter: @QBMadeEasy
@GreggBossen
WELCOME!!! WE WILL START AT 2:02PM EDT (11:02AM PDT)
YOU SHOULD BE HEARING MUSIC!!!
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
QUESTIONS (AND ANSWERS) ABOUT MOVING TO
QUICKBOOKS ONLINE!

2. About Our Instructor
Certified Advanced QuickBooks ProAdvisor®
Specializes in Industry Specific Training
Author of QuickBooks® Made Easy for
Nonprofits
National Trainer – seminars around the
country
Get Social Use Hashtag #QBME
Twitter: @QBMadeEasy
@GreggBossen
Please Leave a Google Review!!
(we appreciate it):
https://g.page/r/Ca4UBrkOS1rREAg/review
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
Gregg S Bossen, CPA
President

3. Meet Our Team
Gregg S Bossen, CPA
President
Bill Sims
Marketing
Paige Hudson Garcia
Tech Support
Migrations Expert
(5000+ to date)
Barbara Starley, CPA
Tech Support
Questian Telka
Tech Support
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

4. What We Do
❑ Streamable Training Products
❑ Nonprofit QB Tech Support
❑ Live Seminars/Webinars across the country
Train & Support Nonprofits using QuickBooks
www.QuickBooksMadeEasy.com | 1-888-726-2333
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

5. Nonprofit Services
❑Quick Look
https://quickbooksmadeeasy.com/product/quick -look/
❑Check Up
https://quickbooksmadeeasy.com/product/check -up/
❑File Setup
https://quickbooksmadeeasy.com/product/file-setup/
❑QuickBooks Migration
https://quickbooksmadeeasy.com/product/quickbooks -migration-services/
❑Mapping to QuickBooks
https://quickbooksmadeeasy.com/crm -mapping-to-quickbooks/
❑Donor Database Import
https://quickbooksmadeeasy.com/product/donor -database-import/
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

6. More Webinars to be Announced!!
Upcoming 3 Day Webinar Series
QuickBooks Made Easy for Nonprofits
A Comprehensive Training for Nonprofits Using QuickBooks
$259 with $40 off coupon code: TS40OFF(reg. $299)
Expires 3/8/25 @ 11:59PM PT
FOR QUICKBOOKS DESKTOP USERS
Tuesday, April 29 - Thursday, May 1
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/fundamentals-
3-day-series-may-2025-desktop-version-2/
FOR QUICKBOOKS ONLINE USERS
Tuesday, May 13 – Thursday, May 15
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/fundamentals-
3-day-series-may-2025-online-version/
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

7. ➢QuickBooks Made Easy
for Nonprofits: The Bundle
Streaming Training
Only $298 (regularly $399.95)
Code: TSOUP298
•Includes The Essentials & Beyond the Essentials Training!
•Expires 3/8/25 @ 11:59PM PDT
➢Tech Support: 1 Year for
Only $299 (regularly $499)
Code: TSTECH299
•Get Your Questions Answered by a US-based team
of QB ProAdvisor certified CPAs and accountants
•Expires 3/8/25 @ 11:59PM PDT
Webinar Promotions
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

8. TO MAKE SCREEN BIGGER IN ZOOM
•MOVE YOUR MOUSE
AROUND
•LOOK FOR “VIEW”
ICON ON TOP RIGHT
•SELECT “FULL
SCREEN”
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

9. Today’s Agenda
1.QUICKBOOKS DESKTOP AVAILABILITY
2.FAQ’S ABOUT MOVING TO QBO
3.DIFFERENCES BETWEEN QB DESKTOP
AND ONLINE
4.MOVING TO QBO: THE PROCESS ITSELF
5.WHERE TO GET QBO TRAINING
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

10. BUT FIRST….
1.Our thoughts on: Will desktop go away
altogether?
2.What about QBD for Mac or QBD
Enterprise?
3.For reallyoldversions of desktop –what
now?
Online may be the only option for some
4.Will the current version (2022+) stop
working?
Yes! Let’s discuss options.
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
A QUICK AND DIRTY LIST OF QUESTIONS PEOPLE
ALWAYS HAVE ….

11. A QUICK AND DIRTY LIST OF QUESTIONS PEOPLE
ALWAYS HAVE ….
5.When is the best time to make the
move to online?
Main driver of timing is Payroll
After list + transaction cleanup
6.My payroll is run in desktop, why/how
is that affected with a migration?
Has evolved, but still requires YTD pay totals
7.Does it bring over my other historical
data as expected?
Yes, with limitations (some transaction entries no
longer allowed, must be manually corrected)
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

12. A QUICK AND DIRTY LIST OF QUESTIONS PEOPLE
ALWAYS HAVE ….
8.What other things do not come over?
It is a ‘moving target’, but there is a current list
and WE CAN HELP!
9.What are the main differences between
desktop and online?
Let’s discuss!
10.Where is there good training for QBO?
With us! We have a wide range of offerings; several
are available through TechSoup!
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

13. QuickBooks
Desktop
Availability
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

14. QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
WHAT IS REALLY GOING IN WITH
QUICKBOOKS DESKTOP?
OUR THOUGHTS:
➢NO “NEW CUSTOMER” PURCHASES AFTER JULY 31, 2024
➢2024 IS THE LAST YEAR-SPECIFIC RELEASE, THERE IS NO 2025!
➢ENTERPRISE HAS CONTINUED TO BE AVAILABLE, BUT AT AN
EVER-INCREASING PRICE POINT
➢WITH AN EVER-DECREASING CUSTOMER BASE (due to pricing
and availability),
➢IT IS ONLY A MATTER OF TIME…..
➢WE BELIEVE IT’S GOING BYE-BYE !!!!!

15. INTUIT ONLY SUPPORTS THE LATEST 3 YEARS OF
QUICKBOOKS DESKTOP (ALL VERSIONS)
ON MAY 31 OF EVERY YEAR INTUIT STOPS SUPPORTING
THE VERSION THAT IS 4 YEARS BEHIND
THIS IS CALLED “SUNSETTING” THE PRODUCT
ON MAY 31, 2025 INTUIT WILL STOP SUPPORTING
QUICKBOOKS 2022 (THEY ALREADY STOPPED
SUPPORTING QUICKBOOKS 2021 AND OLDER)
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
WHAT YOU NEED TO KNOW

16. WHAT DOES “STOP SUPPORTING” MEAN?
YOUR QUICKBOOKS PRODUCT WOULD STILL WORK BUT:
COULD NO LONGER USE INTEGRATED SERVICES
NO MORE P/R SERVICE
NO MORE MERCHANT SERVICE
NO MORE DOWNLOADING BANK TRANSACTIONS
INTUIT WON’T HELP WITH LIVE SUPPORT
INTUIT WILL NOT FIX ISSUES WITH IT
IF YOU LOSE IT, IT IS GONE!
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

17. WHICH QUICKBOOKS PRODUCTS
WOULD GET SUNSET EACH YEAR?
ALL VERSIONS OF QUICKBOOKS DESKTOP
QUICKBOOKS PRO
QUICKBOOKS PREMIER
QUICKBOOKS ACCOUNTANT
QUICKBOOKS FOR THE MAC
QUICKBOOKS ENTERPRISE
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

18. MAY 31, 2025 “SUNSET” –WHAT DO I DO?
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
TWO CAMPS/ OF DESKTOP USERS
USING 2021 AND OLDER
•Paid just once for the
Software
USING 2022 AND NEWER
•On a monthly/annual
subscription service

19. MAY 31, 2025 “SUNSET”
FOR VERSION 2021 OR OLDER:
YOUR PRODUCT HAS ALREADY SUNSET
CAN KEEP USING, BUT
CAN NO LONGER USE INTEGRATED SERVICES
NO MORE P/R SERVICE
NO MORE MERCHANT SERVICE
NO MORE DOWNLOADING BANK
TRANSACTIONS
INTUIT WILL NOT FIX ISSUES WITH IT
INTUIT WON’T HELP WITH LIVE TECH SUPPORT
IF YOU LOSE IT, ITS GONE
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

20. 2021 AND OLDER: WHAT TO DO
IF YOU WANT TO UPGRADE TO A NEWER
VERSION OF DESKTOP
IF YOU CAN EVEN FIND IT*, IT IS A SUBSCRIPTION-
BASED SERVICE
NOT OFFERED BY TECHSOUP
PAY EACH YEAR ($999 -$2999 PER YEAR*)
*Intuit stopped offering desktop to commercial retailers
and to what they consider “new” subscribers, other than
the Enterprise version, (which is very pricey) in 2024…..so
it may not be an option!
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
HAVE TO MOVE TO QBO (or Enterprise)

21. MAY 31, 2025 “SUNSET”
FOR VERSION 2022 AND NEWER:
YOU ARE ON A SUBSCRIPTION BASED SERVICE
SUPPOSEDLY, IN ORDER TO CONTINUE TO USE IT YOU
MUST CONTINUE TO PAY QUICKBOOKS
$999 - $2,900 A YEAR
HOWEVER….
IT SEEMS TO STILL WORK EVEN IF YOU DON’T PAY UP
AS LONG AS IT’S NOT SUNSETTED
BUT…. 2022 IS SUNSETTING THIS YEAR
SO WHAT IF YOU ARE USING 2022…..
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

22. MAY 31, 2025 “SUNSET” CHANGES
YOU WILL BE“SUNSETTED” AS OF 05/31/25
YOUR 2022 PROGRAM WILL LIKELY STOP WORKING*
YOU MAY BE ABLE TO UPGRADE TO THE LATEST VERSION BY
PAYING YOUR SUBSCRIPTION
BUT THE MAY NOT LET YOU RENEW YOUR SUBSCRIPTION
GOT TO MOVE TO QBO (or Enterprise)
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
*2022 is the first subscription-based year in history being
“sunsetted”
•May not work at all after May 2025!
•Might not be able to renew your subscription
WHAT HAS CHANGED?
IF YOU HAVE 2022:

23. MAY 31, 2025 “SUNSET” CHANGES
YOU WILL BE“SUNSETTED” AS OF 05/31/26 or 5/31/27
YOUR PROGRAM WILL LIKELY STOP WORKING AT YOUR SUNSET
YOU MAY BE ABLE TO KEEP USING IT BY RESUBSCRIBING
BUT THEY MAY NOT LET YOU RENEW YOUR SUBSCRIPTION
WILL EVENTUALLY NEED TO MOVE TO QBO
(or Enterprise)
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
IF YOU HAVE 2023 or 2024:

24. KEEP USING IT UNTIL IT BREAKS - BAD CHOICE!
UPGRADE TO DESKTOP ENTERPRISE (PRICEY!)
*For 2020 and older, we recommend 3 years of
data “leap” at a time to then upgrade, might
consider engaging someone to “leapfrog” it
MOVE TO QBO
RECAP: QUICKBOOKS 2021 OR OLDER?
HERE ARE YOUR CHOICES:
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

25. STOPPED RENEWING YOUR SUBCRIPTION?
IF YOU AREN’T PAYING A CURRENT SUBSCRIPTION - PAY
UP NOW TO GET 2024
WAIT UNTIL IT SUNSETS AND PRAY THEY LET YOU
RESUBSCRIBE TO 2024
UPGRADE TO DESKTOP ENTERPRISE (PRICEY!)
MOVE TO QBO
RECAP: QUICKBOOKS 2022 and NEWER?
HERE ARE YOUR CHOICES:
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

26. PAYING A CURRENT SUBSCRIPTION?
KEEP PAYING AND PRAY THEY LET YOU KEEP
RESUBSCRIBING EACH YEAR
UPGRADE TO DESKTOP ENTERPRISE (PRICEY!)
MOVE TO QBO
RECAP: QUICKBOOKS 2022 and NEWER?
HERE ARE YOUR CHOICES:
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

27. IT’S IN THE CLOUD AND AVAILABLE ANYWHERE
IT DOES ALMOST EVERYTHING QB DESKTOP DOES
BANK FEEDS!!!!
MORE AFORDABLE! IT IS OFFERED AT TECHSOUP:
QBO ADVANCED (BACKUP ABILITY) $170 ANNUALLY
QBO PLUS $85 ANNUALLY
ALL DATA CAN BE MIGRATED OVER (so why not?) -
WE CAN HELP!
You WILL be moving eventually
THERE IS A LEARNING CURVE – BUT WE CAN HELP!
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
WHY MOVE TO QBO:

28. FAQS: MOVING TO
QUICKBOOKS ONLINE
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

29. WHICH QBO SHOULD I GET???
QBO
ADVANCED!!!
✓$170 A YEAR (ONLY $85 MORE THAN PLUS)
✓ALLOWS FOR BACKUPS THAT CAN BE RECOVERED
✓OTHER COOL FEATURES
✓CUSTOM FIELDS
✓MORE GRANULAR USE PERMISSIONS
✓LOTS MORE
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

30. WHEN SHOULD I DO IT???
WHENEVER…but:
✓IF YOU ARE USING QUICKBOOKS DESKTOP PAYROLL –
WAIT TILL END OF A QUARTER IF POSSIBLE
✓IF YOU HAVE LISTS OR TRANSACTIONS TO CLEAN
UP, DO THIS IN DESKTOP FIRST WHEN POSSIBLE
✓MAYBE WAIT UNTIL SLOWER TIME OF YEAR, IF
WORRIED ABOUT THE LEARNING CURVE –
✓BUT REMEMBER…..
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
WE CAN HELP!

31. MIGRATIONS NOW BRING OVER EMPLOYEE PROFILES
(YAY!), BUT…
WHILE RELATED TRANSACTIONS DO COME OVER (AS
SUMMARIZED ENTRIES ONLY), YOU WILL STILL NEED
TO ENTER YTD PAY TOTALS
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
TIMING AROUND PAYROLL
WHY DO WE MENTION:

32. ✓As the platform + technology evolves, it a ‘moving target’
(every update yields different results!), but there is a
current list:
https://quickbooks.intuit.com/learn-support/en-us/help-
article/import-export-data-files/expect-switch-quickbooks-
desktop-quickbooks-online/L0dEyNosU_US_en_US
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
REMINDER: WE CAN HELP!
We plan for and handle a LOT of this in the
follow up call included with the service, so
no need to feel overwhelmed by it!
WHAT OTHER THINGS DO NOT MOVE AS
EXPECTED?

33. QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
CHOOSE THIS ONE
AT CHECK OUT
WHO CAN HELP - WE CAN!!

34. DIFFERENCES
BETWEEN
QUICKBOOKS
DESKTOP AND ONLINE
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

35. WHAT ARE THE DIFFERENCES?
THINGS THAT ARE BETTER IN QBO
✓DOES ALMOST EVERYTHING DESKTOP DOES
✓CLOUD BASED (ANYTIME,ANYWHERE ACCESS)
✓FREE AUTOMATED BANK FEED DOWNLOADS
✓NO MORE MANUAL BACK UPS
✓YOUR FILE IS SAFE WITH THEM
✓IF YOU SCREW THINGS UP AND WANT TO GO
BACK IN TIME – YOU CAN WITH ADVANCED
✓MORE FIELDS TO TRACK STUFF
✓LOCATIONS
✓PROJECTS
✓TAGS – no longer supported by 03/08/25
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

36. WHAT ARE THE DIFFERENCES?
THINGS THAT AREN’T SO GREAT
➢SEPARATE PAID SUBSCRIPTION FOR EACH
ORGANIZATION
➢IT’S SLOWER – RELIANT ON INTERNET + REFRESH
SPEED
➢LESS ABILITY TO CUSTOMIZE FORMS
➢DOESN’T SUPPORT MULTIPLE A/R or A/P ACCOUNTS
➢FILTERING REPORTS IS LIMITED BUT BETTER!
➢QBO PAYROLL WON’T SPLIT PAY BETWEEN
CLASSES/CUSTOMERS UNLESS YOU ARE USING QB
TIME + QB ELITE PAYROLL
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
QBO SPLITS PAYROLL
NOW!!!

37. MOVING TO QBO:
THE PROCESS
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

38. MOVING TO QBO : THE PROCESS
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
DO IT YOURSELF MANUALLY
-OR-
ENGAGE AN EXPERT TO
PERFORM THE SERVICE VIA
TECHSOUP

39. MOVING TO QBO : THE PROCESS
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
DO IT YOURSELF MANUALLY

40. MOVING TO QBO : DO IT YOURSELF
1.DO A CHECKUP OF YOUR CURRENT DATA FILE
•DO A “REBUILD” AND “VERIFY”
•CLEAN UP ANY “BROKEN” DATA (EXPERT NEEDED)
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

41. MOVING TO QBO : DO IT YOURSELF
2.GET YOUR BANK RECS UP TO
DATE
3.RUN “ALL DATES” FINANCIALS IN
ACCRUAL AND CASH BASIS
4.SIGN UP FOR QBO WITH TECH
SOUP (PICK ADVANCED)
5.SET UP QBO TO RECEIVE YOUR
DESKTOP FILE
6.GO INTO YOUR DESKTOP AND
UPLOAD IT TO YOUR ONLINE
FILE
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

42. MOVING TO QBO : DO IT YOURSELF
7.WAIT UNTIL THE FILE IS UPLOADED
8.RUN “ALL DATES” FINANCIALS IN ACCRUAL AND CASH
BASIS IN QBO
9.COMPARE IT TO THE DESKTOP REPORTS
10.IF IT DOESN’T MATCH – SOME DATA DIDN’T UPLOAD
11.LOCATE THE MISSING DATA AND ADD IT IN (NEED EXPERT)
12.CHECK AND POSSIBLY RE-ENTER
•BUDGETS
•MEMORIZED REPORTS
•MEMORIZED TRANSACTIONS
13.LEARN HOW TO USE IT!
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

43. MOVING TO QBO : THE PROCESS
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
ENGAGE AN EXPERT TO
PERFORM THE SERVICE VIA
TECHSOUP

44. WHERE TO GET
TRAINING FOR
QUICKBOOKS
ONLINE
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

45. WHERE TO FIND TRAINING
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online
TECHSOUP
OFFERINGS
QUICKBOOKSMADEEASY
.COM

46. More Webinars to be Announced!!
Upcoming 3 Day Webinar Series
QuickBooks Made Easy for Nonprofits
A Comprehensive Training for Nonprofits Using QuickBooks
$259 with $40 off coupon code: TS40OFF(reg. $299)
Expires 3/8/25 @ 11:59PM PT
FOR QUICKBOOKS DESKTOP USERS
Tuesday, April 29 - Thursday, May 1
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/fundamentals-
3-day-series-may-2025-desktop-version-2/
FOR QUICKBOOKS ONLINE USERS
Tuesday, May 13 – Thursday, May 15
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/fundamentals-
3-day-series-may-2025-online-version/
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

47. ➢QuickBooks Made Easy
for Nonprofits: The Bundle
Streaming Training
Only $298 (regularly $399.95)
Code: TSOUP298
•Includes The Essentials & Beyond the Essentials Training!
•Expires 3/8/25 @ 11:59PM PDT
➢Tech Support: 1 Year for
Only $299 (regularly $499)
Code: TSTECH299
•Get Your Questions Answered by a US-based team
of QB ProAdvisor certified CPAs and accountants
•Expires 3/8/25 @ 11:59PM PDT
Webinar Promotions
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online

48. THANK YOU!!!!
Presenter: Gregg S. Bossen, CPA
Get Social Use Hashtag #QBME
Twitter: @QBMadeEasy
@GreggBossen
Please Leave a Google Review!!
(we appreciate it):
https://g.page/r/Ca4UBrkOS1rREAg/review
QuickBooks Made Easy for Nonprofits – QuickBooks Desktop to QuickBooks Online