The Accountant’s Guide to Moving Clients Online is a three-part series packed with practical advice to support you and your clients throughout the transition. Here is a breakdown of each part:
Part 1: In part 1, you will not only get a breakdown of the benefits of QBO; you’ll also get advice on how to talk about QBO with your clients. Clients may be reluctant or fearful, but as their trusted advisor, it’s your job to get them on the best platform and solution possible.
Part 2: In part 2, get a comprehensive, step-by-step guide for the entire migration from QuickBooks Desktop to QuickBooks Online.
Part 3: In part 3, receive vital resources to get your clients utilizing QBO to its fullest.
Through practical tools and tips in our quick-start tutorials, engaging forums with other small business owners and other resources, your clients will discover what QBO can do for their business.
Also, check out these 3 new vertical guides that illustrate how QBO and other apps specifically meet the needs of each of your clients: