![]() ![]() ![]() One of the most common reasons to make the switch from QuickBooks Desktop to Online is to increase the level of automation in your back office accounting processes. Now that you know the initial considerations to think through, let’s review the top reasons that businesses make the switch from QuickBooks Desktop to Online.Īgain, I’ll preface this list by saying that “better” is a relative term, and you need to make the decision based on what will help your business run the most efficiently. The top 3 reasons to switch from QuickBooks Desktop To Online If you answer those three questions with a yes, continuing on the path to switch to QuickBooks Online may make sense. Can you import your historical data from QuickBooks Desktop into this new app?.Does the incremental cost of the app justify the impact it will have on your business?.Does the app meet (or exceed) the QuickBooks Desktop features you use today?.When looking at apps as part of your decision to move from QuickBooks Desktop to Online, you should consider: In some cases, the combination of QuickBooks Online and 3rd party applications can result in a solution that goes well beyond the functionality of QuickBooks Desktop and provide you with a more powerful tool! You should instead view this as an opportunity to extend the power of QuickBooks Online and get the exact functionality you need. Now, it’s important to note that installing 3rd party applications is not necessarily a bad thing. In other cases, such as inventory tracking, you will need to invest in a 3rd party application from the QuickBooks Online app store to unlock the functionality. ![]() While the capability exists, it does so in a more limited capacity than in QuickBooks Desktop.Īs a result, you need to think about the level of customization your QuickBooks invoices need and include this in your decision to move from QuickBooks Desktop to Online. If any of these features are part of your workflow today, you may need to get creative and dig deeper into the nitty-gritty of the QuickBooks Online offering.įor example, let’s look at custom invoice fields in QuickBooks Online. Inventory tracking and automated reordering points.Here are the features native to QuickBooks Desktop that are not available “out of the box” in the online versions: While QuickBooks Desktop and Online share some features and functionality, they are not a like-for-like replacement. The first major checkpoint in this decision is evaluating the current features you use against what’s available in the QuickBooks Online platform and app ecosystem. QuickBooks Desktop to Online: When it doesn’t make sense to switch New subscription option for QuickBooks Desktop.Top reasons businesses make the switch to QuickBooks Online.Scenarios where you should stay on QuickBooks Desktop.In the next few paragraphs, you’ll get guidance on how to make this decision but I’d like to preface things by saying that the answer really depends on how your business is set up and operates! Today, you’ll get some clarity on a pretty common question - when (or does) it make sense to switch from QuickBooks Desktop to Online? ![]()
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