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QUICKBOOKS ONLINE ADVANCED CERTIFICATION COURSE Supplemental Guide Module 10: Complex Conversions
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Supplemental Guide Table of Contents Module 10: Complex Conversions 1 Table of Contents About the Author ....................................................................................................................... 2 About the Team ......................................................................................................................... 3 Supplemental Guide Overview .................................................................................................. 6 Purpose of this Guide ...................................................................................................................................... 6 Google Chrome ............................................................................................................................................... 6 Learning Objectives ......................................................................................................................................... 6 Training at a Glance ......................................................................................................................................... 7 QuickBooks Accountant Test Drive ............................................................................................................... 8 Lesson 1: Convert from QuickBooks Desktop to QuickBooks Online ........................................ 9 Data Limits ......................................................................................................................................................... 9 Pre-conversion ................................................................................................................................................ 17 What Converts ................................................................................................................................................ 23 Use the QuickBooks Desktop Conversion Tool ......................................................................................... 50 Post-conversion Work .................................................................................................................................... 51 QuickBooks Comparison .............................................................................................................................. 53 Lesson 2: Import List Data ....................................................................................................... 57 Lesson 3: Begin from Scratch – Opening Balances ................................................................... 68 Gather Balances ............................................................................................................................................. 68 Lesson 4: Purge Data ............................................................................................................... 80 Conclusion ............................................................................................................................... 82
Supplemental Guide About the Author Module 10: Complex Conversions 2 About the Author MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation is an Advanced QuickBooks Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online as well as being certified in Enterprise and Point of Sale. She has been teaching QuickBooks nationally to both end users and accountants/consultants for over 15 years. She is a charter member of the Intuit Trainer/Writer Network. The focus of her practice in CT is mainly QuickBooks consulting and training, specializing in strategizing, researching and installing third-party add-ons and conversions to QuickBooks from other accounting software. She’s part of the QuickBooks Solution Provider program, getting great deals on Intuit products and services. MB was named the 2019 ProAdvisor of the Year by Insightful Accountant and has been in the Top 100 ProAdvisors for 2014-2019.

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