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QuickBooks Desktop → QuickBooks Online

Do It For You — Full Process & Pricing

Every path below starts the same way: we inspect your desktop company file, put the findings in a Migration Readiness Report, and convert your data into a 30-Day QuickBooks Online Advanced trial so you can see the real result before anything goes live. From there, you choose how much hands-on help you want actually getting into & using QuickBooks Online.

Do you like surprises? We don't. That's why every option below starts with the same evaluation; the only thing that changes is how much support you have once it's time to go live.
 
Migration Guide

Why Switch to QuickBooks Online?

  • Real-Time Collaboration: Work anytime, anywhere, and collaborate with your team in real time.
  • Enhanced Flexibility: Access your data on any device with the QuickBooks Online app.
  • Streamlined Processes: Automate workflows and integrate with leading third-party apps tailored to your industry.
  • Secure Data: Enjoy peace of mind with secure, cloud-based data storage.
  • Continued Access to Desktop Data: Keep view-only access to your old QuickBooks Desktop data for 12 months after migration.²

Choose your path to go-live

One-time evaluation, or an evaluation backed by real training — pick the amount of support that matches how comfortable you already are in QuickBooks Online.

Conversion Evaluation

$550

Do-it-yourself go-live

  • Migration Readiness Report
  • Data converted into a 30-Day QBO Advanced trial
  • Sandbox review with your real data
  • Go-Live Workflow Checklist: a step-by-step guide so you can move your reviewed data into your live QBO subscription yourself
Checkout

Conversion Evaluation + Onboarding

$1200

Guided go-live with live training

  • Everything in Conversion Evaluation
  • Three 1-hour onboarding training sessions, used anytime during your 30-day trial
  • Sessions cover your real data and workflows — not a generic tutorial
  • Go live with a trained set of hands, not just a checklist
Checkout

Elite + Annual

$3,240/yr

Guided go-live with live training

  • Everything in Conversion Evaluation
  • 12 hours of training per year — use it for onboarding or any post-conversion help (reports, reconciliations, cleanup, and more)
  • QuickAnswers chat support for quick questions, all year
  • The most support for the year after go-live, not just the 30 days before it
Checkout

Can Your Desktop Data Move to QuickBooks Online?

Our Data Conversion Guide (embedded spreadsheet) lets you filter and sort features to see if your data can transition smoothly to QuickBooks Online and decide on the best migration path. For personalized support or help converting data from other software, try our chatbot workflow—it’s ready to answer your questions and guide you through the process.

Introducing the Migration Readiness Report

Before we convert a single transaction, we now inspect the desktop company file and put our findings in writing. It's a short, plain-language report built into every Conversion Evaluation, and it exists to answer the three questions that actually decide whether a move to QuickBooks Online makes sense right now.

Migration Readiness Report — Section

New

Introducing the Migration Readiness Report

Before we convert a single transaction, we now inspect the desktop company file and put our findings in writing. It's a short, plain-language report built into every Conversion Evaluation, and it exists to answer the three questions that actually decide whether a move to QuickBooks Online makes sense right now.

Do you like surprises? We don't. It's built for exactly this reason — so nothing about your file surprises anyone once the conversion is underway.

Data

How much of this file — lists, transactions, attachments — will convert cleanly, and what needs cleanup first.

Timeline

A real estimate for how long the trial — and the eventual go-live — should take, based on this specific file.

Workflows

Whether inventory, job costing, classes, and reports will work the way this business actually uses them today.

The report ends in one of two places: a green light to move straight into a trial conversion, or a clear, itemized list of what to address first. Either way, it's a plan instead of a guess — and it's exactly what's needed to scope and quote any extra work accurately, before it becomes a surprise.

Included free with every Do It For You Conversion Evaluation.

See the Full Process & Pricing

Helpful Blog Articles

Thinking about migrating from QuickBooks Desktop to QuickBooks Online? Our blog is packed with insightful articles to guide you through every step of the process. From preparing your data to leveraging the latest tools for a seamless migration, we’ve got you covered.Â