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QuickBooks Changeover

With the ending of QuickBooks Desktop we are able to offer clients help in changing to QuickBooks OnLine.

This will normally consist of :

  • Verification of the data file and back up.

  • Use MoveMyBooks to transfer the file to QuickBooks on Line.

  • Verify that the transfer is successful and correct any errors.

  • Run after import routines on the vat returns and bank reconciliations.

  • Customise invoice templates.

  • Connect bank and credit card accounts and ensure the correct dates are used to import transactions.

  • Show the client the basic functions of the system, bearing in mind the difference between Desktop and On Line.

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