Migrate QuickBooks Desktop to Online

Having done thousands of QuickBooks data migrations from hundreds of platforms, we can help you migrate QuickBooks Desktop to Online stress free.

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QuickBooks Desktop To Online Migration Service

Converting your accounting system or ERP system can be daunting. Depending on how long you’ve been in business there may be several GB of data, and your current accounting system is likely not a 1-to-1 match with QuickBooks. Don’t worry about confusing QuickBooks conversion tools. Our experts will migrate your data safely and securely saving you time and a headache.

Working with Fourlane you’ll have a dedicated conversion specialist who will assess your unique situation, determine if QuickBooks Online is right for you, and work with you to develop a phased conversion plan. We also employ full time programmers who will manage the export, cleaning, and import of your historical data.

Post-conversion, your team will be fully trained on the new system, and we’ll help you put efficient processes in place that allow you to make the most of your new system.

Phase 1. Determine Products Needed

Your dedicated QuickBooks Conversion Expert will spend time getting to know your business, as well as your current system. We’ll learn exactly what your team needs out of an accounting system, and which QuickBooks products you’ll need. This may include QuickBooks Enterprise, Payroll, Point-of-Sale System, or Field Service Management.

Phase 2. Template File Setup

This process requires developing the proper workflows that will make QuickBooks fit your business like a glove, and ensure that we can perfectly absorb all of the data from your current accounting system. During this brief period, you may want to be doing double entry in your old system and in the new QuickBooks file. You pull data, including reports such as Accounts Receivable and Accounts Payable, P&L, balance sheets by month, and any other data that needs to convert to QuickBooks.

Phase 3: Go Live & Train Your Team

Training your team is crucial to ensure that your company successfully transitions to the new software. We’ll do a training to make sure your team knows how to use your new system. Fourlane is known for its training; we have more than 200 training videos on our website because we want all QuickBooks users to be successful, even if they aren’t our clients.

Phase 4: Close and Review The Books

This process helps us determine if there are any other additional data or monthly reports you need to run your business. Many times we don’t realize which information is important until we no longer have access, so we’ll do a thorough double-check to make sure we’ve imported everything you need. If there are additional files which need to be moved, we’ll pull them over from your old system to QuickBooks.

Phase 5: Follow Up & Maintenance

We’ll let you run the QuickBooks software for a month or so and then check in and see how things are going. If you’re having problems, we’ll try to nip them in the bud. And if there are features or data that were left behind in your legacy system, we’ll retrieve them. We also encourage ongoing monthly / quarterly closing services to help you stay on track. Our goal is to make sure you are getting the most out of your accounting software.

What to Do Before Migration

Before deciding to migrate QuickBooks Desktop to Online, it’s important to assess if your company is a good candidate for it. You want to not only understand the two softwares but review the capabilities of each against your specific business needs.

Desktop vs. Online - A Quick Comparison Before Transitioning

QuickBooks Online allows businesses to do all of their accounting work in the cloud rather than on a physical desktop computer. QuickBooks Desktop, on the other hand, has more features built-in that companies with larger and more complex company files may need. One is not expressly better than another. It just depends on what you’re looking for. If you are looking for more information on the difference between Desktop and Online, you can learn more here.

What may seem like a downside to one software option may be fixable in other ways. For example, QuickBooks Desktop may have features that aren’t included in QuickBooks Online, but there are may applications that can make up for what’s missing. It will all come down to preference. Consult the experts to find out what’s best for your situation.

Working With Migration Experts

Another thing to take into consideration is the level of time, effort, and complications associated with a migration. Large companies may have a more difficult time migrating due to the sheer number of complicated data files. This doesn’t mean that the transition is not possible or suitable for your business. This just means that setup will require more time and care. Fourlane can help with both simple migrations as well as the more complex ones. 

There are many considerations and steps to take before attempting a migration. Make sure to:

  • back up your files
  • update the QuickBooks software
  • save and export important reports
  • create the new Online account

Trust our highly skilled experts with your QuickBooks migration to get the most out of your time and money.

Customer Story

Fourlane guides Hotsy Pacific through a QuickBooks conversion and business process renovation

Hotsy Pacific has been a Bay Area provider of industrial cleaning equipment and pressure washers for 30 years. When their controller decided to retire, and corporate headquarters required a bookkeeping renovation, the Hotsy Pacific team looked to Fourlane to lead them though a transition from BusinessWorks to QuickBooks Enterprise.

Hotsy Pacific

The Fourlane Advantage

Our team of QuickBooks and ERP experts has your business covered from startup to enterprise. Learn what sets us apart from other companies who offer desktop to online migration services with the Fourlane Advantage.

Keep your historical data

Ensure all your most important business history is converted. Feel confident that all historical data will be properly migrated to the new system.

Reduce double entry

Speed up the time to conversion. Reduce time spent working in two systems and eliminate double entry.

Get set up correctly from the start

Ensure your system is set up correctly – all tables and databases are working and your bank accounts are properly linked.

Extend and customize QuickBooks

Build on top of your QuickBooks. We have experienced programmers who can leverage the QuickBooks API to build modules and add-ons.

Get more out of your software

Get more out of your QuickBooks. We can show you how to use the 150+ out-of-the-box reports, and custom create reports unique to your business.

We're there for you long-term

Have an ongoing support team to troubleshoot issues and ensure your QuickBooks is growing with your business.

Fourlane DRIVETM

At Fourlane, we have a proven client engagement process that helps ‘drive’ long-term success.

1. Discover

We begin by understanding your systems and current processes to discover root issue and potential challenges.

2. Right Fit

Receive open and authentic communication from our team on which products are right for you.

3. Inform

Our comprehensive and informative project scoping process is designed to eliminate any potential road blocks.

4. Vision Implementation

Your project commences with the end goal of getting the right data to make informed business decisions.

5. Endless Execution

Our ongoing review of systems & output to ensure processes are being followed and your investment is being executed.

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QuickBooks ProAdvisors

Certified QuickBooks Migration Experts

Having performed thousands of QuickBooks migrations, implementations, and engagements in all fifty states, our team of certified QuickBooks ProAdvisors has knowledge and experience you can rely on in a business partner. Get help with implementing and optimizing the right QuickBooks solution for your business. When the time is right, our certified experts will migrate your company’s QuickBooks Desktop to online with ease, professionalism, and great skill.

#1 QuickBooks Reseller

Get preferred pricing on select QuickBooks products and services

Fourlane is one of the country’s top Elite QuickBooks Solution Providers and Consulting Firms and has been awarded Intuit’s prestigious Elite QuickBooks Solution Provider of the year every year since 2010. 

“Fourlane’s broad expertise in all of Intuit’s products gives them the ability to provide exceptional service to QuickBooks’ users. As a QuickBooks Solution Provider, we count on solutions Fourlane provides to small- and mid-sized businesses all over the country. They are an important part of Intuit’s Reseller channel.”

-Simon Pass, Intuit Reseller Program Sales Leader

QuickBooks products

Industry Experts

A Partner That Understands Your Business & Industry

At Fourlane, we understand that not every company has the same needs, so we expertly tailor each migration to your specific industry. No one-size-fits-all solutions. No short cuts. Our consultants have worked with thousands of businesses within virtually every industry to help tailor QuickBooks and their ERP systems to fit the unique needs their industry requires. Whether you run a small retail store, an international manufacturing business, a residential construction company, a law firm, a software company, or a fast growing nonprofit, we’ve seen it, done it, and can help.

Join thousands of businesses who trust Fourlane with their books

Whether you’re currently using QuickBooks and need professional consulting services, are looking to buy QuickBooks or even outgrowing QuickBooks, we can help.