Everything in the Conversion Evaluation, plus three live sessions to get you onboarded.

The full Conversion Evaluation, plus three 1-hour onboarding sessions during your 30-day trial — so you go live with a trained set of hands, not just a checklist.

FULL DESCRIPTION 

Do you like surprises? We don't. That's why this option pairs the same trusted evaluation with real, live guidance for getting comfortable in QuickBooks Online before you're relying on it every day.

You get everything in the Conversion Evaluation: a full inspection of your desktop file, a Migration Readiness Report answering the data, timeline, and workflow questions that matter, and your data converted into a 30-Day QuickBooks Online Advanced trial.

On top of that, you get three 1-hour onboarding training sessions, scheduled anytime during your 30-day trial window. These sessions work through your real data and your real workflows — not a generic tutorial — so that by the time you go live, you already know your way around.

Your desktop file keeps running normally the entire time — nothing about your day-to-day bookkeeping changes during the evaluation.

WHAT'S INCLUDED

• Everything in the Conversion Evaluation (Migration Readiness Report, 30-Day QBO Advanced trial, sandbox review)
• Three 1-hour live onboarding training sessions
• Sessions scheduled anytime within your 30-day trial window
• Training built around your real data and workflows

FAQ

When do the training sessions happen?

Anytime during your 30-day trial — schedule them as soon as you're ready, or space them out as questions come up.

Do I still get the checklist from the base evaluation?

You get the same readiness report and trial conversion; the live sessions take the place of a self-guided checklist so you have real support instead.

What if I need more than three sessions?

Additional sessions can be added, or you can step up to Elite + Annual for ongoing support all year.