Friday, March 25, 2016 at 12:43PM

When I started out to move my Enterprise file to QuickBooks Online Plus, I knew I was going to love the ease of using direct connections to banks and credit cards, but I didn't imagine how delighted I would be with the time savings I've been able to attain each month.    !

That's not to say the first month wasn't hard. Once I created my file, I had to make my own journal entries for everything, but I have to say it went faster and tied out easily.   Next, because no templates come over, even if you are transfering from a regular desktop to QBO file,  I had to recreate each client invoice and the various templates I use for recurring items.  This was the longest period of time I had to devote to the move.

Now, a month later, I am entirely operational. My file is downloading data so I no longer have to write in credit card charges,  payments etc.   This has been great for me, because when I tell my clients that this is going to improve their process, I can really speak from experience.  

I did attach my LivePlan app, and re-mapped my items.  That is working wonderfully.  I have to say I was always disappointed in how that software worked with the desktop.  Since Intuit cancelled Sync Manager, that wouldn't have been available anymore anyway.  Moving forward, a am truly a virtual accountant working in my own virtual world as well! 

For most of you, going from desktop to online is a fairly easy process that your ProAdvisor can help with.

Embrace the cloud! The less time spent entering data, the more time we can analysis the results. 



Article originally appeared on QuickBook Training: Virtual Accounting: Wilmington, NC (
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