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Self-Study CPE
QUICKBOOKS DESKTOP MIGRATION: ADVANCED CONVERSIONS
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EXCEL CHARTS AND VISUALIZATIONS
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UNLOCKING FINANCIAL EFFICIENCY WITH RAMP
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Self study cpe
QuickBooks Desktop Migration: Simple Conversions

QUICKBOOKS DESKTOP MIGRATION: SIMPLE CONVERSIONS

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelINTERMEDIATE
Instructional MethodQAS Self-Study
PrerequisitesSkillset using QuickBooks Online typically gained through at least 1 year of experience with the software.
Advance PreparationNone
Recorded DateDecember 7, 2022
Date OfferedDecember 10, 2022
Expiration DateDecember 10, 2023
Course Description

The great migration from QuickBooks Desktop to QuickBooks Online is here. Whether you're involved directly or indirectly, clients will turn to you for support in the conversion process. Attend this introductory session to recognize the necessary pre-conversion tasks, understand simple file conversions from offline to cloud-based, and gain post-conversion insights.

Learning Objective:

  • Determine the best practices for moving simple companies from QuickBooks Desktop to QuickBooks Online

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Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Review Questions
Review Questions
QUESTION 1: 00:10:40 minutes
QUESTION 2: 00:26:10 minutes
QUESTION 3: 00:50:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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MB (Mary Beth) Raimondi became a CPA (Certified Public Accountant) in 1982. MB has worked with all versions of QuickBooks software, as well as Quicken software, since Intuit first introduced them more than twenty years ago. MB became a Certified QuickBooks ProAdvisor in 2002 and has been an Advanced Certified QuickBooks ProAdvisor since the inception of the program in 2006. MB managed her own accounting and tax practice in Trumbull, Connecticut, where her extensive client list included corporations, partnerships, LLC’s, individuals and families. In 2006, MB changed the focus of her practice to helping both individuals and businesses manage their accounting, payroll, invoicing and customer contacts through the use of QuickBooks software. She has brought other ProAdvisors in to help her. She is also proficient in Quicken, QuickPayroll and ProSeries (additional Intuit products.) Having the small business experience, as a CPA, is a real benefit to her clients.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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QuickBooks Connect is a multi-day event that brings together QuickBooks partners to grow, learn & connect with each other.

The below courses are an opportunity to catch sessions that you may have missed onsite, while earning CPE.  Additional courses dropping soon.