All Leaders

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott

Hi, Scott:

I can't tell from your original message: are you aware that Intuit has tools that automate the conversion for you? If not, check out this article: https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/move-quickbooks-desktop-file-quickbooks-online/L6af3Z0Fb_US_en_US.

Something to keep in mind is that it behooves Intuit to ensure that things convert smoothly from their old product to the new one they're trying push you towards. So, they will be motivated to help you. If you're not comfortable with handling the conversion process yourself, get on with their support and they'll help you along the way.

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott

We just recently transferred our desktop version to online. We had the old 2017 version and moved to the online version so that we could operate on MacBooks rather than Windows based computers. 

The transition was VERY smooth. It takes a few days for it to complete, but QB transfers all your information over. Our chart of accounts and all vendors transferred with ease. I found there is a little bit of a learning curve, but QB has many, many how-to videos if you have a question. Also I found their customer service to be very helpful when I had questions. 

We got our subscription through TechSoup.org, which was much cheaper than paying retail price. If you are not using TechSoup, the Simple Start version WILL NOT work for you if you need to have a budget or most reports. We have the Plus version, where you can have 5 unique log-ins. 

Praying your move to the cloud version is smooth!

Jessica B

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott

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Scott Sweeney
Messiah Lutheran Church
------------------------------

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott

Hi Scott:

"Our tech support at church is suggesting purchasing the data migration support $350, VIP webinar series $349 and QuickBooks made easy for nonprofits $109 in addition to the annual license."

Just curious - who are you purchasing these services from? Intuit directly?

I'm asking only because there are so many bogus QB sites out there these days that it's easy to be duped into thinking they are the real thing.

Keep in mind that you can always do a trial run of the conversion from desktop to QBO on your own at no cost (the process is pretty easy). If it works (i.e. balances before and after conversion match), great. You're on your way with QBO. If not, you can delete the data from QBO (within 60 days of the conversion) and then look into hiring the support for the added fee. I wasn't aware that Intuit was offering a paid support service for these conversions.

As always, just make sure you keep a good backup copy of your desktop file - just in case. Nothing is supposed to be done with it at all during the conversion process. so you can always keep using it until you're ready to try again...

Scott G

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott

Hi Scott:

"Our tech support at church is suggesting purchasing the data migration support $350, VIP webinar series $349 and QuickBooks made easy for nonprofits $109 in addition to the annual license."

Just curious - who are you purchasing these services from? Intuit directly?

I'm asking only because there are so many bogus QB sites out there these days that it's easy to be duped into thinking they are the real thing.

Keep in mind that you can always do a trial run of the conversion from desktop to QBO on your own at no cost (the process is pretty easy). If it works (i.e. balances before and after conversion match), great. You're on your way with QBO. If not, you can delete the data from QBO (within 60 days of the conversion) and then look into hiring the support for the added fee. I wasn't aware that Intuit was offering a paid support service for these conversions.

As always, just make sure you keep a good backup copy of your desktop file - just in case. Nothing is supposed to be done with it at all during the conversion process. so you can always keep using it until you're ready to try again...

Scott G

Hello,

Our church and school is still using desktop software for QuickBooks. We use it on a VPN so multiple people can access it. It's expensive almost $1000 a year and we can get nearly free options if we move to cloud. 

Can anyone share their experience of transitioning from the desktop version to the cloud? We're thinking that it's going to be very difficult to move our chart of accounts over and maybe there will be some other issues.

All of the w is done by our treasurer, financial secretary, and /school secretary.

We do not use any professional financial resources.

Thank you for your advice on this.

Scott