INFORMAZIONI SU QUESTO EPISODIO
If you have been doing QuickBooks Desktop migrations for a while, you already know the hardest part is not the button clicks. It is the surprises. This webinar is a straight-shooting update for accounting pros on what is changing with Desktop migrations, what is getting messier, and what you should be watching before you promise a timeline or a fixed fee. Then we will walk through D2OMRI, the Desktop to Online Migration Readiness Indicator, a quick utility you can use to size up a Desktop file fast. The goal is simple, catch the red flags early, pick the right approach, and turn a vague “we will figure it out” into a real plan you can explain to a client without sweating later.
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
Learn about the Desktop Readiness Inspector: https://www.schoolofbookkeeping.com/quickbooks-conversion
Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers
Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog
Register for upcoming webinars at https://www.qbpowerhour.com/
MOSTRA NOTE 🔗
TRASCRIZIONE 🔗
00:00:02.839 --> 00:00:03.560
All right.
00:00:04.620 --> 00:00:09.599
As people are filing in, welcome to another QB Power Hour.
00:00:09.599 --> 00:00:19.390
Today is gonna be From Guesswork to Game Plan: Uh, D- Desktop Migration Updates, and we'll be talking about a readiness indicator that accountants can use.
00:00:19.390 --> 00:00:19.769
We'll be...
00:00:19.949 --> 00:00:27.500
I'll be making my plea for- for, for people to help me, uh, with this tool that I-
00:00:27.510 --> 00:00:29.449
Help him help you.
00:00:29.449 --> 00:00:29.579
Yes.
00:00:29.579 --> 00:00:30.859
Help me help you, yes.
00:00:31.940 --> 00:00:32.109
Hi, Sharrin.
00:00:32.429 --> 00:00:32.899
How are you?
00:00:33.759 --> 00:00:34.289
I'm good.
00:00:34.289 --> 00:00:34.539
I'm glad.
00:00:34.539 --> 00:00:36.990
I had to do no work for this one, I just had to show up.
00:00:37.079 --> 00:00:38.969
I'm glad that it's- That's right back to you.
00:00:39.079 --> 00:00:41.159
Our listeners might be glad that it's back to you.
00:00:41.350 --> 00:00:41.820
I don't know.
00:00:41.979 --> 00:00:42.509
I don't know.
00:00:43.060 --> 00:00:43.159
It
00:00:43.159 --> 00:00:44.049
is, um- Don't care, Dan.
00:00:44.109 --> 00:00:45.060
Don't ca- Just kidding.
00:00:45.549 --> 00:00:46.030
I care.
00:00:46.039 --> 00:00:49.649
You are the passenger princess of, uh, the QB Power Hour this week.
00:00:49.649 --> 00:00:50.850
My, my husband calls me that.
00:00:52.820 --> 00:01:00.439
Uh, as always, we keep this free for our members or, or for people, for our audience with, uh, our gracious spotlight sponsors.
00:01:00.829 --> 00:01:07.069
Please check them out and support them so that we can continue to keep the QB Power Hour free for you.
00:01:08.000 --> 00:01:13.379
And if you want to connect with Sharrin or myself, we have our respective communities.
00:01:13.379 --> 00:01:14.239
Our QB...
00:01:14.879 --> 00:01:22.719
Our QR codes are listed there to get in touch with us so we're not interrupting each other while we're, while we're chatting.
00:01:24.302 --> 00:01:29.611
So 2026 is the year of flux for the QB Power Hour.
00:01:30.371 --> 00:01:41.792
We have tried, uh, individual registrations, and we've gone back thanks to your feedback to a- Mm-hmm w- a single recurring registration.
00:01:41.802 --> 00:01:54.611
So the, the built-in challenge is with that is that we can't really necessarily plan too far ahead, uh, when it comes to guests and titles and those types of things.
00:01:54.611 --> 00:01:55.731
So that does
00:01:57.091 --> 00:01:58.701
have- I mean, Dan, we can kind of do whatever the hell we want, you know?
00:01:58.712 --> 00:01:58.971
Right?
00:01:58.981 --> 00:01:59.001
Yeah.
00:01:59.012 --> 00:02:00.591
Like, we don't have bosses over here.
00:02:00.621 --> 00:02:01.792
But I get what you're saying.
00:02:01.811 --> 00:02:11.812
Well, we can, but the, the technical restrictions of Zoom in a recurring series does have its built-in challenges.
00:02:12.102 --> 00:02:12.171
Right.
00:02:12.262 --> 00:02:19.322
Uh, so those emails that come out the day before or the day of will not have the title, right?
00:02:20.102 --> 00:02:40.581
So if you're wondering what we're gonna talk about today, it's best to go to that URL, which is qbpowerhour.com/#upcomingwebinars, which we were, Based on some feedback that was received yesterday, we have included that in the update, uh, or the alert emails that come out.
00:02:40.581 --> 00:02:47.572
So we try to spoon-feed as much as possible, but, uh, sometimes there's no spoon or food.
00:02:48.081 --> 00:02:49.391
So it really just depends.
00:02:50.792 --> 00:03:03.882
Um, so tod- and today speaking of topics we were supposed to have Zoho come on today, so we had to make a, a quick change to the topic of today.
00:03:03.951 --> 00:03:04.762
Oh, Zoho.
00:03:05.731 --> 00:03:05.961
So
00:03:05.961 --> 00:03:05.991
we will- Zoho
00:03:06.162 --> 00:03:12.451
just has such an amazing presentation for everybody that they're like,"Hey, we need more time," and we're like,"Hey, no problem.
00:03:12.901 --> 00:03:13.681
We don't got lives.
00:03:13.711 --> 00:03:14.312
We got you."
00:03:15.222 --> 00:03:15.502
Right.
00:03:15.521 --> 00:03:20.662
So we will be having, uh, Zoho come on at some point this year.
00:03:21.701 --> 00:03:27.542
We just need to, uh, find the, find the time and the, uh, the content that they, that they want to talk about.
00:03:28.002 --> 00:03:33.391
It will be a very interesting conversation once we get our ducks in said row.
00:03:34.463 --> 00:03:44.433
So, but for today- Uh we pivoted, and we talk about a hot topic, which is at least hot topic for, um, what, what Intuit wants us to talk about.
00:03:45.274 --> 00:03:52.783
Um, and, and by the way we got some feedback that people think that we're sponsored by Intuit.
00:03:52.804 --> 00:03:54.544
We are not in any
00:03:54.544 --> 00:03:54.563
way.
00:03:54.563 --> 00:03:59.854
Maybe what we backed into it does not want us to talk about them, courtesy of Sharrin.
00:03:59.873 --> 00:03:59.903
Right.
00:04:00.614 --> 00:04:02.183
We get zero money.
00:04:02.234 --> 00:04:03.753
Like, this is not...
00:04:03.764 --> 00:04:05.123
Yeah, tell, tell them, Sam.
00:04:05.454 --> 00:04:07.033
Yeah, this- This is no way.
00:04:07.183 --> 00:04:13.253
In fact, we'd be, like, more likely to be p- um, sponsored by Xero at this point- Mm I feel like.
00:04:13.454 --> 00:04:14.133
Perhaps.
00:04:14.514 --> 00:04:15.223
But we are not.
00:04:16.053 --> 00:04:18.113
But yeah, we, we are...
00:04:18.153 --> 00:04:43.882
Because we have the word QB in our, in our title, I think that's, that's part of the, part of the challenge uh, or the, the cause of the confusion is we, we talk about QuickBooks and we talk about, you know, things that are important in, in that, in that industry, and we analyze things that are occurring and provide our opinions based on that- those happenings, right?
00:04:44.242 --> 00:04:45.762
So, but we are not
00:04:46.872 --> 00:04:46.942
sponsored.
00:04:46.942 --> 00:04:49.081
We- And some opinions Intuit is not a fan of.
00:04:49.081 --> 00:04:49.762
Exactly.
00:04:49.762 --> 00:04:52.072
Like, basically anything that comes out of my mouth.
00:04:52.211 --> 00:04:55.161
And most things that Dan, come out of Dan's mouth they love.
00:04:55.372 --> 00:04:58.632
So- like I said, we're in a weird situation.
00:04:58.692 --> 00:04:59.632
But not sponsored.
00:04:59.732 --> 00:05:00.052
Yeah.
00:05:00.182 --> 00:05:00.492
Yeah.
00:05:00.521 --> 00:05:10.531
So so we're gonna talk about, I mean, we talk about QuickBooks and we talk about the, the things that affect users of QuickBooks, inclus- inclusive of small businesses and accountants.
00:05:10.951 --> 00:05:20.262
But- Mm-hmm we are not this is not a, a, a s- a sponsored, uh, Intuit sponsored thing.
00:05:20.262 --> 00:05:20.692
Mm.
00:05:22.002 --> 00:05:33.581
With the history of the QB Power Hour, with, uh, Hector and Michelle and how they created it, uh, I think- Yeah you know, there's some, there's some legacy partnerships that, that, that occurred.
00:05:33.581 --> 00:05:38.692
But as of today June, no, it's Ju- it's August.
00:05:38.742 --> 00:05:38.891
What
00:05:39.242 --> 00:05:40.262
the- We're in freaking August, dude.
00:05:40.701 --> 00:05:42.591
Happy, uh, August.
00:05:42.672 --> 00:05:43.992
I was just talking about this yesterday.
00:05:44.122 --> 00:05:46.651
August 4th, uh, 2026.
00:05:47.732 --> 00:05:52.451
We do not, we, we're, we're not affiliated with with Intuit directly.
00:05:53.172 --> 00:05:53.625
Are they on here?
00:05:53.625 --> 00:05:53.992
No, we are not.
00:05:53.992 --> 00:06:04.002
Did they make y- did they make y- that was a long way of saying this ain't Intuit, but I- Yeah I'm looking to see who's in here because I feel like somebody threatened you, like, knocked on your door.
00:06:04.461 --> 00:06:05.791
No, not yet.
00:06:05.791 --> 00:06:06.591
I don't see anyone.
00:06:06.591 --> 00:06:10.401
And as Louis says in the ch- in the chat stay tuned on that.
00:06:10.721 --> 00:06:11.572
Um- Yeah, stay tuned
00:06:11.572 --> 00:06:14.172
because
00:06:14.172 --> 00:06:17.141
So we will- All right avoid that confusion in the future.
00:06:17.591 --> 00:06:21.781
Um, okay, so what we're gonna be talking about today is the l- the migration landscape.
00:06:22.091 --> 00:06:41.492
You know, what's, uh, what's kind of changed, what's getting a little messier and the challenges that accounting professionals or people who specialize in desktop to QuickBooks Online conversions, how this is getting a little bit into the guesswork weeds, right?
00:06:41.492 --> 00:06:45.322
So what happens with, um, with the conversion?
00:06:45.331 --> 00:06:47.851
How do you, how do you price these sort of things?
00:06:47.862 --> 00:07:01.322
If it is in your service offerings or if you come in after the fact and into a con- a post-conversion type of engagement with your clients, how do, how do we deal with that?
00:07:01.331 --> 00:07:10.591
Now, I've had this idea for a a thing called a migration readiness inspector, and that's, uh, the MRI.
00:07:10.651 --> 00:07:14.822
So we have a, a, another healthcare you know, type of thing.
00:07:16.411 --> 00:07:19.041
But, uh, I've been wanting to do this utility.
00:07:19.041 --> 00:07:22.961
I've talked to developers, uh, and those types of things.
00:07:22.982 --> 00:07:28.105
And I, uh- It's, it's hard, right?
00:07:28.105 --> 00:07:33.375
Like, it's it's hard to create something that works with QuickBooks, right?
00:07:33.386 --> 00:07:34.165
There's this
00:07:35.336 --> 00:07:36.175
whole idea- Is it?
00:07:36.175 --> 00:07:41.396
I've been told by other developers that their API is really open on the back end.
00:07:41.495 --> 00:07:43.295
I'm, I'm asking genuinely,'cause you know I...
00:07:43.386 --> 00:07:44.716
When you're in charge, I don't look.
00:07:44.725 --> 00:07:45.665
I don't pay attention.
00:07:45.865 --> 00:07:46.725
I just show up.
00:07:48.196 --> 00:07:52.875
So i- is that not accurate, or they make it hard to access, or what is that like?
00:07:52.875 --> 00:07:57.536
Well, I mean if you're a developer, that's one thing, right?
00:07:57.576 --> 00:08:07.865
But if you're- Uh-huh a if you're a professional you know, some- in the professional services, it's pretty difficult, right?
00:08:07.906 --> 00:08:16.625
Like, because I, I don't know what you have to do to be, you know, to download the SDK or read that, or, you know, it's above my knowledge level.
00:08:16.776 --> 00:08:17.586
Claude knows.
00:08:17.586 --> 00:08:18.386
Like, I'm, I'm not a coder.
00:08:18.396 --> 00:08:18.776
Right.
00:08:18.786 --> 00:08:30.505
And that's- that's what's happened, is that, is that w- through the advent of, of AI, I brought my idea to Claude, and Claude came up with a way to actually do this.
00:08:30.505 --> 00:08:34.086
So I'm super excited to talk about it.
00:08:34.985 --> 00:08:37.046
But this is, um...
00:08:37.505 --> 00:08:37.916
A- and...
00:08:37.966 --> 00:08:41.836
But now I need help, you know, sweetening it, right?
00:08:41.836 --> 00:08:41.855
I'll
00:08:41.855 --> 00:08:42.735
help you, Dan.
00:08:43.176 --> 00:08:43.466
Thank
00:08:43.475 --> 00:08:43.495
you.
00:08:43.505 --> 00:08:43.816
Oh.
00:08:44.405 --> 00:08:47.105
And not if it, not if it's- Uh- Not if you need help from Intuit.
00:08:47.115 --> 00:08:49.225
Do not send me- Yes to ask for help from Intuit.
00:08:49.225 --> 00:08:50.255
Yeah, so- That'll backfire for
00:08:50.255 --> 00:08:53.436
you putting the, um, putting the slides...
00:08:53.535 --> 00:08:54.285
Oh, dang it.
00:08:55.255 --> 00:08:57.515
Trying to copy the handouts.
00:08:59.264 --> 00:09:00.193
Into the chat.
00:09:00.224 --> 00:09:00.663
There we go.
00:09:00.923 --> 00:09:01.193
All right.
00:09:01.203 --> 00:09:01.774
So there's the- Are they
00:09:01.774 --> 00:09:02.514
somewhere I can get it?
00:09:02.514 --> 00:09:03.254
Okay, you got it.
00:09:03.293 --> 00:09:03.964
I'll keep that.
00:09:03.964 --> 00:09:04.543
I put it in there.
00:09:04.543 --> 00:09:05.913
I wish I could pin it.
00:09:06.303 --> 00:09:06.604
Okay.
00:09:06.614 --> 00:09:06.624
Uh...
00:09:06.673 --> 00:09:09.063
So you can launch the first poll question, right?
00:09:09.063 --> 00:09:09.313
So-
00:09:09.364 --> 00:09:09.724
I am
00:09:09.734 --> 00:09:15.484
launching just getting an idea of do you support your clients migrating to QBO?
00:09:15.484 --> 00:09:19.254
This is not a general question of- Migrating to-
00:09:19.884 --> 00:09:20.323
not from.
00:09:20.644 --> 00:09:20.974
Okay.
00:09:21.083 --> 00:09:21.274
Yeah.
00:09:21.274 --> 00:09:21.423
Do
00:09:21.423 --> 00:09:22.244
you, do you- Do pe- are people...
00:09:23.734 --> 00:09:24.094
Oh, sorry.
00:09:24.094 --> 00:09:24.114
Go ahead.
00:09:24.114 --> 00:09:24.793
I'm so sorry.
00:09:24.813 --> 00:09:25.153
Go ahead.
00:09:25.254 --> 00:09:30.053
I was just saying, are there people that are migrating from QBO to Desktop?
00:09:30.053 --> 00:09:30.553
Do people still leave?
00:09:30.553 --> 00:09:30.894
There are.
00:09:30.894 --> 00:09:31.303
Mm-hmm.
00:09:31.943 --> 00:09:32.683
Really?
00:09:33.063 --> 00:09:33.374
Huh.
00:09:33.384 --> 00:09:33.403
Yeah.
00:09:33.403 --> 00:09:35.903
I've, I've, I've gotten a few engagements with that.
00:09:36.634 --> 00:09:41.744
And it's really just based around they want, they want something all-in-one, right?
00:09:41.744 --> 00:09:51.323
Where, where QuickBooks- Yeah Enterprise Platinum Edition- Do you- They've got some in- What do you s- invent- inventory concerns, those types of things, where they want to go back to Desktop.
00:09:52.264 --> 00:09:58.004
Um, what do you say to them when you're like, okay, so there's no more...
00:09:58.043 --> 00:10:05.384
How do you approach the there's no more updates, there's no more s- Like, how do you approach that?
00:10:05.384 --> 00:10:05.604
I'm...
00:10:05.673 --> 00:10:08.673
This, again, total- this is off topic everybody- Yeah.
00:10:08.683 --> 00:10:10.504
but I'm just really honestly curious.
00:10:10.504 --> 00:10:11.783
So,"Hey, I want to move over.
00:10:11.783 --> 00:10:14.783
I've got a 2022 license," or,"I'll upgrade to 2024.
00:10:15.224 --> 00:10:18.163
When it's 2026, I'll get 2026." What do you tell them?
00:10:18.173 --> 00:10:18.344
Mm-hmm.
00:10:18.994 --> 00:10:21.214
Do you go, do you go,"Wah, wah"?
00:10:21.224 --> 00:10:21.984
May- well, yeah,
00:10:24.514 --> 00:10:29.354
maybe we have that, uh, uh, playing in the background, but, you know, I, I explain it in that- That
00:10:29.354 --> 00:10:29.634
smart
00:10:29.634 --> 00:10:33.124
bitch you know, here's, here's the, here's the landscape the way things are, right?
00:10:33.134 --> 00:10:33.153
Um-
00:10:33.274 --> 00:10:34.073
See, I'm still...
00:10:34.094 --> 00:10:35.193
I- sorry.
00:10:35.234 --> 00:10:36.884
I'm watching them and I'm s- I'm agreeing.
00:10:36.923 --> 00:10:41.234
Like, I would agree with them to where I need the files, but I don't need to update them.
00:10:41.234 --> 00:10:42.974
I just want the view, and I don't want to pay for it.
00:10:43.264 --> 00:10:50.193
I would keep the latest version of QuickBooks just to download, save- Mm-hmm and have a visual copy.
00:10:50.193 --> 00:10:51.193
But anyhow, sorry.
00:10:51.203 --> 00:10:52.803
You go, you go ahead with your thing.
00:10:53.183 --> 00:10:53.734
Oh, quick- Yeah.
00:10:54.533 --> 00:10:55.333
Oh, look at that.
00:10:55.833 --> 00:10:56.994
Kim says you can't.
00:10:57.474 --> 00:10:58.384
Kim says you can't?
00:10:58.423 --> 00:10:59.624
Well, we'll-
00:11:00.053 --> 00:11:00.083
Okay.
00:11:00.083 --> 00:11:00.269
Wait,
00:11:00.269 --> 00:11:01.443
Kim I, I say otherwise.
00:11:01.453 --> 00:11:01.504
Got it.
00:11:01.573 --> 00:11:01.604
Okay.
00:11:01.604 --> 00:11:03.594
Unless, unless that's in the last week, right?
00:11:03.594 --> 00:11:08.214
So, uh, there's a- Oh hidden URL to, uh, to get the, to, to request the- Oh,
00:11:08.214 --> 00:11:10.114
you just gotta be Dan to know where it is.
00:11:10.114 --> 00:11:10.264
Yeah.
00:11:10.354 --> 00:11:10.634
Got you.
00:11:12.673 --> 00:11:20.144
Okay, so let's talk about the migration landscape, which when I worked at Intuit you know, there was, there was code names for everything.
00:11:20.394 --> 00:11:25.374
And you know, every year there was a, there was a code name for, for it, and they...
00:11:25.394 --> 00:11:27.553
There was a code name for migration.
00:11:27.624 --> 00:11:40.264
There was initiative for taking desktop data and, and moving it to QuickBooks Online, which I love the fact that it was called Beanstalk because Jack and the Beanstalk, right?
00:11:40.274 --> 00:11:40.303
I know.
00:11:40.313 --> 00:11:41.614
Moving to the cloud.
00:11:41.644 --> 00:11:45.134
You know, it was, it was it was a well-chosen name, right?
00:11:45.134 --> 00:11:45.734
Where, where the
00:11:46.083 --> 00:11:47.573
idea- It's a good story about taking risks.
00:11:47.573 --> 00:11:49.783
High re- risk, high risk, high rewards Right.
00:11:50.203 --> 00:11:51.994
Hopefully to find that golden goose.
00:11:53.364 --> 00:11:58.053
And ruin some poor giant's life that was just not minding its own business.
00:11:58.144 --> 00:11:59.224
And then here comes Jack.
00:11:59.274 --> 00:12:01.203
All I
00:12:02.453 --> 00:12:02.474
know.
00:12:02.474 --> 00:12:02.533
Sorry, go ahead.
00:12:02.533 --> 00:12:02.624
He's kind of a, he's kind of a dick.
00:12:04.898 --> 00:12:06.288
But the landscape today, right?
00:12:06.288 --> 00:12:10.498
Uh, 2023 was the last, the year...
00:12:10.628 --> 00:12:12.138
Actually, that's 2024.
00:12:13.908 --> 00:12:17.327
The last new ver- QuickBooks Desktop license that was sold.
00:12:17.327 --> 00:12:24.067
The subscription cost has gone up 3X since since they started the whole subscription things.
00:12:24.857 --> 00:12:29.528
There's still 5 million QuickBooks Desktop companies that have not migrated yet.
00:12:30.038 --> 00:12:30.722
Um, and
00:12:30.722 --> 00:12:31.477
that- 5 million?
00:12:31.927 --> 00:12:32.337
Yes.
00:12:33.278 --> 00:12:33.677
Wow.
00:12:33.967 --> 00:12:37.227
So there's a lot of people still using the Desktop product, right?
00:12:38.097 --> 00:12:38.379
And a lot
00:12:38.379 --> 00:12:39.658
of people- And that's only registered.
00:12:39.738 --> 00:12:40.977
They don't even know, like...
00:12:41.077 --> 00:12:49.538
'Cause I'm not gonna lie- back before, I really had- Right a, I used to g- buy, like, the, I used to take QuickBooks from my clients and use it.
00:12:50.957 --> 00:12:53.697
So that's only if the registered ones- Mm-hmm'cause there's a lot of black market stuff.
00:12:53.707 --> 00:12:57.548
And, and the people that are staying on Desktop are staying for good reason, right?
00:12:57.548 --> 00:13:00.567
Because maybe they have some advanced inventory concerns, right?
00:13:00.567 --> 00:13:07.508
Where they do some light- Mm-hmm manufacturing, and the advanced inventory functions just really don't have a home in QuickBooks Online.
00:13:07.837 --> 00:13:22.727
They if they do, right, they, they would need some third-party add-ins, so now they have to vet- Mm-hmm not just whether QuickBooks will work in, in the cloud, it's what other services and, and offerings connect with QuickBooks, right?
00:13:23.187 --> 00:13:28.748
And, uh, you know, these files continue to grow as, as people are waiting, right?
00:13:28.788 --> 00:13:31.398
Uh, you know, data age and the history.
00:13:32.248 --> 00:13:39.768
I had one, uh, that I did last week where the earliest transaction hi- uh, transaction date was 1950.
00:13:41.727 --> 00:14:00.538
Someone went in and put in an adjusting entry, but uh, they, they, they really backdated it, but, uh- No, I guess so they're like,"We weren't even around in 1951."But I was like,"Hey, there's a transaction in there from you know, the mid-'50s," you know, from the Happy Days era.
00:14:01.677 --> 00:14:12.567
You know, hosted versus local where, where those files are actually located adds to the complication of, of making this, the switch to QuickBooks Online.
00:14:13.307 --> 00:14:19.118
Those third-party integrations that work with Desktop, do they work the same with QuickBooks Online?
00:14:19.447 --> 00:14:25.628
Inventory complexities and then of course, you know, payroll is, is, uh-
00:14:25.788 --> 00:14:26.158
Oh
00:14:26.788 --> 00:14:27.888
is a challenge, right?
00:14:27.957 --> 00:14:38.248
You know, and, and how- We're not talking about it that payroll data comes over, and if they're using QuickBooks Online Payroll or, I'm sorry, QuickBooks Workforce, which is no longer.
00:14:39.028 --> 00:14:50.207
I thought this chart was really interesting, is how the, the, really the, the, the lever that Intuit has to kind of force this conversation has been pricing over the past three years.
00:14:50.727 --> 00:14:57.908
Um- Mm-hmm but look at since 2020, and this is just the price of a single-user Pro subscription.
00:14:58.388 --> 00:15:11.615
Since 2020- Has gone from$300,$299 was what it was, and then today it's$1,149 for a single user pro version of desktop.
00:15:12.196 --> 00:15:14.576
That is three to four times, right?
00:15:14.586 --> 00:15:19.235
And that's not talking about additional users, right?
00:15:19.235 --> 00:15:21.306
Because there's additional user charge for that.
00:15:21.615 --> 00:15:26.466
If they're using Premier, the price is, you know, different le- levels for that.
00:15:26.966 --> 00:15:34.296
Uh, right now Enterprise is the only desktop version in the US, uh, that is being actively sold.
00:15:35.365 --> 00:15:52.275
I suspect in the next few months we're gonna see some kind of announcement because, you know, 2027 is fast approaching and May would be the, the service discontinuation date for 2024.
00:15:53.245 --> 00:15:55.625
Uh, so we're gonna see something announced.
00:15:56.316 --> 00:16:00.166
I think they're planning all of their announcements around January.
00:16:01.135 --> 00:16:04.796
That's what I've been hearing, that things are going to be announced in, in January.
00:16:04.846 --> 00:16:04.956
Yeah,
00:16:04.956 --> 00:16:05.515
they're smart
00:16:05.556 --> 00:16:07.525
to do it after Intuit Connect.
00:16:07.556 --> 00:16:12.316
Let's not do horrible announcements right before Connect when the accountants come at you in, in bulk.
00:16:12.336 --> 00:16:13.446
They want to do it after.
00:16:14.975 --> 00:16:15.275
Right
00:16:15.306 --> 00:16:15.946
Smart
00:16:16.875 --> 00:16:23.855
And then right here in 2024, that's when they stopped selling new subscriptions of Pro and Premier.
00:16:24.125 --> 00:16:36.015
They still sell actively Enterprise, but, you know, that is a key indicator of what is, what the shape of the future is, is all, is all about, right?
00:16:36.025 --> 00:16:36.676
Mm-hmm.
00:16:38.275 --> 00:16:49.556
So the de- those deadlines are, are coming, and, you know, your, the, the subscriptions that are, that are on Desktop, they're annual subscriptions.
00:16:50.446 --> 00:17:00.655
So, uh, when there is a price increase, they'll get a notification 30 days before the renewal of that annual subscription, even if they're paying monthly, right?
00:17:00.655 --> 00:17:05.705
Because their, their price doesn't increase until their annual renewal date of whatever that is.
00:17:05.715 --> 00:17:05.726
Mm.
00:17:06.185 --> 00:17:17.655
So what'll happen is they'll get the, they'll get a notification, oh, this is going up well,$100 uh, from last year.
00:17:18.026 --> 00:17:23.385
Was 2025 to 2026 for Pro, you know, or X amount of dollars.
00:17:23.385 --> 00:17:27.635
And that's just not, and that's just talking about the, the subscription cost of Desktop.
00:17:28.226 --> 00:17:35.205
If they're using enhanced payroll or, or some other payroll service on top of that, there's price increases with that as well.
00:17:35.215 --> 00:17:36.165
So they can...
00:17:36.205 --> 00:17:37.355
Whoops, I'm going the wrong way.
00:17:39.125 --> 00:17:50.935
So a lot of times these things can come as a surprise, and then they reach out to you, and you have maybe two to four weeks to figure this all out, and because they want to do this before the renewal, right?
00:17:50.965 --> 00:17:57.705
Which then- Mm-hmm now puts a lot of stress and emphasis on, you know, the whole planning thing.
00:17:57.715 --> 00:18:11.316
So have, uh, having a good strategy or, or, you know, communication about those Desktop clients who may continue, you know, stay on Desktop until the last minute.
00:18:12.935 --> 00:18:18.655
You know, th- this could cause some other issues later on, you know?
00:18:20.246 --> 00:18:21.036
Going the wrong way.
00:18:21.076 --> 00:18:25.526
Okay, so the guesswork is, is really the problem because what...
00:18:25.705 --> 00:18:29.776
The way I typically do it is I'll do a trial conversion, right?
00:18:29.776 --> 00:18:40.635
Because the, uh, the import summary that comes as part of the conversion process is really great as far as giving you some guidance as to what that might be, right?
00:18:40.635 --> 00:18:48.006
Because on cha- and the challenge is, is, you know, the customer's gonna say,"Ah, my data's so simple.
00:18:49.036 --> 00:18:54.115
We don't have much data." But really they have, you know, 14,200 active items.
00:18:54.836 --> 00:18:57.826
Or, you know, were they all set up correctly?
00:18:58.865 --> 00:19:00.756
You know, do they, are they...
00:19:01.165 --> 00:19:18.875
I, I've s- I've seen some pretty creative things that, And that's what happens with a, with a lot of, um, long-time QuickBooks users, especially if they've gone through different different people managing the, the books.
00:19:18.915 --> 00:19:25.536
Because, you know, you ask 10 accountants how to do something in QuickBooks, and you'll get 14 different answers, right?
00:19:25.536 --> 00:19:25.556
Oh, yeah.
00:19:25.556 --> 00:19:25.576
That's, mm-hmm.
00:19:25.576 --> 00:19:30.046
Because there are different ways to handle things.
00:19:31.096 --> 00:19:39.476
Is it just the financial impact, or maybe it was a cleanup and they didn't want to pay for the cleanup, uh, you know, for, for the history, so they made adjusting entries, right?
00:19:39.925 --> 00:19:50.816
Um, the challenge with, uh, the desktop conversion is y- all of that is subject to come over if it is allowable to come over, right?
00:19:50.816 --> 00:19:55.976
So good and bad and the ugly, you're gonna get that as part of the, the transition plan.
00:19:56.556 --> 00:20:00.955
I had, uh, one, one individual who had Verizon as a sales tax vendor.
00:20:01.365 --> 00:20:01.675
So...
00:20:03.675 --> 00:20:03.986
Well, you know.
00:20:03.986 --> 00:20:04.326
Yeah.
00:20:07.215 --> 00:20:07.925
Times, times are crazy.
00:20:07.935 --> 00:20:09.816
You gotta make that money somehow.
00:20:10.016 --> 00:20:10.695
Exactly.
00:20:11.185 --> 00:20:11.455
So- Verizon
00:20:11.965 --> 00:20:29.276
the, the challenge is, uh, you know, short of combing through the data and making sure, you know, and, and, and selecting what data that you want, that now puts a lot of that emphasis prior to conversion rather than post-conversion.
00:20:31.925 --> 00:20:32.996
Going the wrong way again.
00:20:34.115 --> 00:20:34.226
Goddamn, Dan.
00:20:34.385 --> 00:20:38.105
What, what really blows up a fixed fee engagement, right?
00:20:38.125 --> 00:20:44.806
So they've, they've got list limits or challenges with the character limitations.
00:20:45.145 --> 00:20:54.756
If they've, if they're using QuickBooks Payroll and they want that payroll history to come over, if they expect those five years of paychecks to move over, or inventory.
00:20:55.145 --> 00:20:57.195
Uh, multicurrency is handled differently.
00:20:57.205 --> 00:21:00.286
Sales tax, open transactions, I mean, integrations.
00:21:00.736 --> 00:21:20.074
All of these things are Challenging this is the easiest way I can say it, when, you know, somebody says,"Hey, I wanna move my data to, to QuickBooks Online." This is some of the examples of things that you might actually wanna get before you quote, like the total number of customers.
00:21:20.074 --> 00:21:22.044
Is the payroll active?
00:21:22.064 --> 00:21:23.923
Do they use assembly items?
00:21:24.364 --> 00:21:28.604
Uh, what's their costing method for, for inventory, if they are using inventory?
00:21:29.544 --> 00:21:31.723
Purchase orders, are they open?
00:21:31.753 --> 00:21:32.544
Are they connected?
00:21:32.554 --> 00:21:33.084
Are they...
00:21:33.114 --> 00:21:34.233
Do they progress bill?
00:21:34.453 --> 00:21:41.003
All of these things are good questions to ask, but take a lot of time to answer, right?
00:21:41.884 --> 00:21:49.273
So if you have to comb through the QuickBooks Desktop file to get this information, it just causes, uh...
00:21:49.294 --> 00:21:50.574
It, it's a lot of time, right?
00:21:50.574 --> 00:21:56.084
So are you gonna do that for free or are you gonna do that as part of your engagement?
00:21:56.523 --> 00:21:57.993
Do they see the value in that?
00:21:58.013 --> 00:22:05.814
That is all of those- Mm-hmm mystery questions that, that need to be answered, uh, before, you know, moving things over.
00:22:06.534 --> 00:22:09.374
Here's some of the, um, red flags to keep an eye on.
00:22:09.864 --> 00:22:11.153
Uh, the chart of accounts, right?
00:22:11.153 --> 00:22:22.723
So in QuickBooks Enterprise Unlimited, in air quotes there, uh, there's a practical limit, but the physical limit, there isn't one.
00:22:24.114 --> 00:22:31.003
Depending on the version of, of QuickBooks Online, they may be limited to 250 active ones.
00:22:31.034 --> 00:22:44.324
Now, the grand scheme of things, if they have 500 accounts in, in QuickBooks Desktop and they go to Plus, which limits to 250, they'll come over, uh, but they'll be already at the limit for active accounts.
00:22:44.723 --> 00:22:47.473
Adding another account will be a challenge, right?
00:22:48.223 --> 00:22:50.344
Just one of those- Mm-hmm things to keep in mind with, right?
00:22:50.364 --> 00:22:54.114
So, um, items and products, for example.
00:22:54.794 --> 00:23:01.354
Some of those item types, discounts, payment type items, subtotal items sales tax items, right?
00:23:01.374 --> 00:23:05.034
They, those just don't have a home in QuickBooks Online.
00:23:05.784 --> 00:23:12.834
Classes is now gonna have this limitation of 40 combined with classes and locations, right?
00:23:13.624 --> 00:23:18.933
And just because they're inactive doesn't necessarily mean they don't take up space, right?
00:23:18.943 --> 00:23:29.673
So with the history, all of that information's gotta come over from Desktop to QuickBooks Online in order to have that history there, right?
00:23:30.753 --> 00:24:00.382
Payroll and inventory are probably the biggest, the two biggest, uh, stumbling points, and, you know, this, this day and age, we're gonna see a lot more inventory-based customers or companies, especially on, you know, depending on what announcements are made about, you know, the future of, of QuickBooks Desktop that, that's now an issue that they need to find a, a QuickBooks Online, Why did you raise your hand?
00:24:01.211 --> 00:24:03.231
Because I'm trying to not interrupt you.
00:24:03.241 --> 00:24:04.981
Do you know how often I get yelled at?
00:24:04.991 --> 00:24:05.011
Yeah.
00:24:05.781 --> 00:24:07.622
I was trying to not interrupt you.
00:24:07.622 --> 00:24:08.652
I was trying to be polite.
00:24:09.061 --> 00:24:11.741
Dan, we had a, we had a whole thing about...
00:24:11.781 --> 00:24:13.781
I'm, I'm responding to chats and stuff.
00:24:13.882 --> 00:24:14.082
Mm.
00:24:14.142 --> 00:24:15.491
Um, we had a whole...
00:24:15.751 --> 00:24:18.152
And we sh- brr, let me try again.
00:24:18.652 --> 00:24:22.192
We did a whole thing on QuickBooks Construction before, right?
00:24:22.221 --> 00:24:23.791
Like, we did- Yes that last year.
00:24:23.801 --> 00:24:23.821
Mm-hmm.
00:24:24.011 --> 00:24:26.372
So, and it is on our website, I think.
00:24:26.801 --> 00:24:27.432
Yeah, yeah.
00:24:27.432 --> 00:24:27.481
Okay.
00:24:27.491 --> 00:24:37.692
If you go to, uh, qbpowerhour.com/blog, uh- Awesome that's where all of the replays of our of our, of our power hours are available.
00:24:37.692 --> 00:24:38.392
There we go.
00:24:38.392 --> 00:24:38.592
They're asking.
00:24:38.592 --> 00:24:38.761
Uh.
00:24:38.761 --> 00:24:40.582
And one other comment real quick.
00:24:40.602 --> 00:24:43.432
I see everybody asking, like,"Where do we go?
00:24:43.432 --> 00:24:45.031
Where do we go?" Don't...
00:24:45.221 --> 00:24:46.922
I know this gets people riled up.
00:24:46.922 --> 00:24:48.951
I know it makes you wanna jump ship off of Intuit.
00:24:49.352 --> 00:24:50.092
Please wait.
00:24:50.382 --> 00:25:06.922
We haven't announced it yet, but September 29th we are doing a full-blown,"Here is every ledger available." I mean, it's been in the works for 60 days so far, and another two months, and we will tell you, we will show you where to go and why compared to Intuit.
00:25:07.342 --> 00:25:11.902
Um, each of these ledgers are gonna offer you specific 24-hour discounts.
00:25:12.142 --> 00:25:15.271
So, um, don't go moving things just yet.
00:25:15.271 --> 00:25:19.761
And if you need to get out of QuickBooks and you're like,"How?" Dan is the one that can help you with that.
00:25:19.761 --> 00:25:20.582
Okay, go ahead, Dan.
00:25:20.582 --> 00:25:21.031
That's all.
00:25:21.422 --> 00:25:21.501
All right.
00:25:21.531 --> 00:25:23.352
It was just easier to make that loud announcement.
00:25:23.432 --> 00:25:23.721
Okay.
00:25:23.721 --> 00:25:23.981
Yeah.
00:25:23.981 --> 00:25:25.182
I, I lowered my hand.
00:25:25.291 --> 00:25:26.142
Thank you for raising your hand.
00:25:29.094 --> 00:25:37.334
But yeah, but payroll and inventory are, are the, the two big things that are going to require a lot of attention.
00:25:37.743 --> 00:25:40.294
Uh, whether that's are they going...
00:25:40.324 --> 00:25:47.804
You know, the big question is, are they going to be running payroll in QuickBooks Online, or are they using some other payroll service?
00:25:47.804 --> 00:26:00.394
Because if they are using some outside payroll service, then, you know, a lot of those questions of how this data comes over is a moot point because it does a fairly good job of the financial impact of payroll.
00:26:00.423 --> 00:26:05.193
It's just whether or not you're needing to use QuickBooks Online to run that payroll.
00:26:06.304 --> 00:26:16.874
You know, because short, you know, you- the, the short run of weekly payroll makes this a little bit more challenging to try to make that happen, right?
00:26:18.193 --> 00:26:28.693
Inventory, if they are using inventory tracking in QuickBooks Desktop for some reason, it automatically keeps moving them to FIFO.
00:26:29.854 --> 00:26:34.804
So that's now a that's now a tax question of doing
00:26:34.983 --> 00:26:35.213
that.
00:26:35.213 --> 00:26:36.703
That's gonna be my next dog's name, FIFO- I decided.
00:26:38.614 --> 00:26:39.584
Come here, FIFO.
00:26:39.584 --> 00:26:39.989
You'll be the last.
00:26:39.989 --> 00:26:40.394
Everyone's like,"You mean
00:26:40.394 --> 00:26:41.814
Fido?" You'll be the first one in.
00:26:41.814 --> 00:26:42.993
I'm like,"No, I'm an accountant.
00:26:43.134 --> 00:26:44.804
This is-" Hey, dude.
00:26:48.284 --> 00:27:00.983
But you know, there's, there, there is this moving average cost that that Intuit has, has created, uh, but ha- it has yet made its way into the QuickBooks Online migration.
00:27:00.993 --> 00:27:12.173
When you are using weighted average in QuickBooks Desktop and, and you wanna stay using weighted average in QuickBooks Online, that hasn't, uh, made, made its, uh, made its option.
00:27:13.013 --> 00:27:14.913
And then that's, that's a challenge, right?
00:27:14.943 --> 00:27:20.653
Do they use assembly items or negative inventory if they do have negative inventory situation, right?
00:27:21.594 --> 00:27:25.384
Other issues that catch people off guard, uh, multi-currency.
00:27:25.394 --> 00:27:29.193
It's one of those settings that when you, once you turn on, you can't turn it off.
00:27:30.233 --> 00:27:34.874
And if if it's turned on, it's gonna behave differently in both platforms, right?
00:27:34.943 --> 00:27:40.773
Price levels there is no such thing as a price level in QuickBooks Online.
00:27:40.773 --> 00:27:50.104
There is a price rule in Plus and Advanced, but if they do have price levels or price rules in QuickBooks Desktop, they don't come over, right?
00:27:50.104 --> 00:27:57.663
So that's now a something that you need to consider as part of this whole plan of moving from one, from one platform to the other.
00:27:58.723 --> 00:28:03.394
Sales tax, totally different, handled differently in both platforms.
00:28:04.463 --> 00:28:08.413
Memorized transactions, they do come over, but they come over as unscheduled.
00:28:08.453 --> 00:28:11.903
So and then there's not this option of a group.
00:28:12.544 --> 00:28:19.114
So do they have groups in, in, in their memorized transaction, uh, list, right?
00:28:19.124 --> 00:28:21.294
And how do we make a game plan for that?
00:28:23.423 --> 00:28:25.723
All right, so that last, that next polling question.
00:28:25.723 --> 00:28:30.183
What's driving your clients to ask about migrating right now?
00:28:32.003 --> 00:28:33.364
All right, you want to knit one?
00:28:33.614 --> 00:28:35.163
So s- is it the sticker shock?
00:28:35.163 --> 00:28:42.023
Is it the, uh, Intuit stopped selling the version that they used, or it's coming to end of life?
00:28:42.834 --> 00:28:44.513
Or are you bringing it up?
00:28:46.644 --> 00:28:46.943
All right.
00:28:47.013 --> 00:28:50.743
I feel like no accountant on Desktop ever brings up leaving.
00:28:50.743 --> 00:28:55.903
They're like,"I don't want to leave." Because Desktop truly is a good product.
00:28:57.463 --> 00:28:58.144
It's a good...
00:28:58.223 --> 00:29:05.413
And it h- has been for consistently since, what, early 2000s, 2000, 2010.
00:29:05.463 --> 00:29:08.493
I mean, even before that, so anyhow.
00:29:09.153 --> 00:29:09.403
Yeah.
00:29:10.314 --> 00:29:13.763
And, uh, DB brought up in the, in the chat that billable expenses.
00:29:13.814 --> 00:29:14.804
Let's go back to that one.
00:29:15.443 --> 00:29:16.963
Whoop, I'm going the wrong way again.
00:29:17.273 --> 00:29:19.304
Billable expenses can be an issue.
00:29:21.463 --> 00:29:26.983
Actually, uh, QuickBooks addressed a lot of that with, uh, with the Migration Wizard.
00:29:27.903 --> 00:29:32.253
What it does now is it brings up four things that it can do.
00:29:33.064 --> 00:29:40.064
One is to get rid of the billable flag on those billable expenses so that you don't have that issue.
00:29:40.433 --> 00:29:47.753
However, if you have payroll that we're, that has billable time, that just rears its ugly head in another way.
00:29:49.054 --> 00:30:05.453
But, um, but it will go through and mark all of those billable expenses unbillable so that it doesn't bring up this huge dollar amount of unbilled e- expense on their money li- uh, the money, money bar, uh, in QuickBooks Online.
00:30:06.463 --> 00:30:11.122
Uh, but that's a, that's a good call-out Come on now.
00:30:11.481 --> 00:30:17.632
All right, so this was my wish list of things to do.
00:30:18.192 --> 00:30:28.781
So short of going through and combing through all of those things up ahead of time, I'm like, you're only going to get so much information from the F2 screen or the product information window.
00:30:29.122 --> 00:30:40.652
Inside of QuickBooks, you'll see, you know, the number of chart of accounts and the number of customers and vendors database fragments, you know, all sorts of things about the file itself.
00:30:41.352 --> 00:30:44.031
But it really doesn't comb into the settings, right?
00:30:44.031 --> 00:30:53.132
Which you, you really need to kind of go into the settings to see what settings are turned on or see some of these conditions that might be surprises.
00:30:53.142 --> 00:31:05.192
So my thought was, you know, before, before Claude came into my life is that I wanted to have a utility, right?
00:31:05.201 --> 00:31:16.031
So that people could upload their file or do something with their desktop file, and it will evaluate that file prior to converting.
00:31:17.041 --> 00:31:29.172
So people who do this sort of work can run this utility and get a report and see, okay, this is-- these are the things to look into.
00:31:29.912 --> 00:31:38.402
Because I love the import summary after you do the conversion, but it's already after you've done the conversion, right?
00:31:38.402 --> 00:31:38.458
Mm-hmm.
00:31:38.458 --> 00:31:40.001
So there's, there's a challenge there.
00:31:40.011 --> 00:31:40.031
Yeah.
00:31:40.031 --> 00:31:40.951
Too little too late.
00:31:41.372 --> 00:31:41.811
Right.
00:31:42.192 --> 00:31:47.632
So that's why I do it in a trial version just so I can get that, and then that gives me some guidance.
00:31:47.642 --> 00:32:07.632
So these two things in concert with each other, you know, working with the import summary and this desktop to online mi-migration readiness inspector is is, is a way that you can catch some of these things before they become problems, right?
00:32:07.642 --> 00:32:21.541
So you can use this, run it on their file, see, a-and provide them with okay, here's, here's a report of things that need to be addressed, uh, before you come into QuickBooks Online.
00:32:21.551 --> 00:32:42.071
Now, one thing I did on my website is I've created this spreadsheet which lists what's on QuickBooks Online, what-- or what's on QuickBooks Desktop, what's on QuickBooks Online, anything to keep in mind about about those things.
00:32:42.592 --> 00:32:44.981
And more importantly, does it convert?
00:32:45.461 --> 00:32:52.172
And if it doesn't convert or if it needs an add-on, uh, there'll be a link in there as well.
00:32:52.571 --> 00:33:04.481
Let me throw that in the chat so that people have access to that, which I have to scroll all the way up to the top so that way you can have access to this as well.
00:33:06.163 --> 00:33:06.433
Okay.
00:33:07.733 --> 00:33:09.114
And it can be filtered.
00:33:10.433 --> 00:33:15.604
You know, if you, if you know exactly what it is you're looking for, you, you don't have to search the, the spreadsheet.
00:33:16.364 --> 00:33:19.483
Um, and then there's also some other tabs in here like, uh...
00:33:19.824 --> 00:33:20.314
Whoops.
00:33:21.074 --> 00:33:26.223
Uh, the QBO reports by version and the QBO versus desktop reports.
00:33:26.253 --> 00:33:29.354
You know, so a lot of times that's a, uh, that's a challenge.
00:33:30.423 --> 00:33:32.703
And they want to make sure that they can run said report.
00:33:32.713 --> 00:33:36.604
Now, just because the name exists doesn't mean it runs the same way.
00:33:37.324 --> 00:33:58.067
Anybody who runs, um, modern versus classic reports can tell you that even in QuickBooks Online, the reports can differ But but that's there uh, for you for just to see, Well, what was, uh, what was happening is that people wouldn't really go in here and check it out.
00:33:58.778 --> 00:34:08.387
So what I did was I I, I used this as a starting point for this m- Migration Readiness Inspector, right?
00:34:08.387 --> 00:34:11.788
So what it does is it reads your data, right?
00:34:11.788 --> 00:34:16.797
So it, it parses the IIF files that you can export from QuickBooks.
00:34:17.748 --> 00:34:20.228
So there's no data entry, right?
00:34:21.137 --> 00:34:22.807
You don't have to get screenshots.
00:34:22.847 --> 00:34:24.878
There's no guessing of those things.
00:34:25.637 --> 00:34:29.518
And it runs 160-plus checks on those files.
00:34:30.318 --> 00:34:36.347
Checks the list counts, the payroll items, the inventory settings transaction patterns those types of things.
00:34:36.347 --> 00:34:50.668
And, and if you have some kind of historical transaction that has, you know, that, that they're not really concerned about, it will bring that to the surface, and then you can have this conversation with your client, right?
00:34:50.688 --> 00:35:08.637
So it produces a PDF report, uh, where all of those inventory or, or all of those issues are, are flagged, and then allows you to have that conversation as part of your engagement before, uh, bringing it, bringing the data in.
00:35:08.978 --> 00:35:20.858
So you kinda know how to address this sort of thing ahead of time rather than guessing at it, doing a trial run, waiting I don't know how long.
00:35:21.027 --> 00:35:30.737
You know, somewhere from 2 to 14 hours or depending on the file size bringing those into, into QuickBooks in order to get the im- import summary.
00:35:31.648 --> 00:35:31.927
Right?
00:35:32.498 --> 00:35:34.628
So there is a secret path.
00:35:34.628 --> 00:35:37.297
And possibly manage- What are you watching there, Sharrin?
00:35:38.117 --> 00:35:38.717
This is the- Nothing.
00:35:39.007 --> 00:35:39.867
I'm doing chats.
00:35:39.867 --> 00:35:41.358
I'm, I'm logging in.
00:35:41.358 --> 00:35:42.038
I'm responding.
00:35:42.038 --> 00:35:42.157
Oh, geez.
00:35:42.297 --> 00:35:44.898
I'm actually trying to make sure that the email...
00:35:44.927 --> 00:35:46.148
I sh- I'm just...
00:35:46.157 --> 00:35:48.268
Y- this is like you created this, right?
00:35:48.268 --> 00:35:48.867
This is you.
00:35:48.867 --> 00:36:00.737
This is, you're like- Yes"Look what I created to help you guy-" You guys- Yeah this is Dan, Dan the Magnificent making amazing things so you can sell to your clients, upsell to your clients, right?
00:36:00.788 --> 00:36:01.358
Exactly.
00:36:01.588 --> 00:36:02.358
Exactly.
00:36:02.367 --> 00:36:04.097
So, uh, at least you know...
00:36:04.168 --> 00:36:05.878
And, and that's part of the challenge, right?
00:36:05.878 --> 00:36:10.862
W- with this whole thing is like, well- What do I do, you know, to, to make...
00:36:10.981 --> 00:36:12.101
'Cause we need a file.
00:36:12.822 --> 00:36:16.141
You know, you need to file in order to get this information.
00:36:17.452 --> 00:36:20.001
You know, what's, what's the mechanism for this?
00:36:20.211 --> 00:36:20.411
Uh-huh.
00:36:20.771 --> 00:36:29.751
Because, you know, somebody with, uh, with access to their, to their company, um- Mm-hmm is probably not gonna wanna upload that to a website, right?
00:36:29.791 --> 00:36:36.242
I mean- Yeah you wanna maintain the integrity of their, uh, and the security of, of their files.
00:36:36.251 --> 00:36:38.521
So everything is done local, right?
00:36:39.222 --> 00:36:43.681
So there is a secret tech support menu inside of QuickBooks.
00:36:44.132 --> 00:36:49.652
When I worked at Intuit, this was a fireable expense, uh, or, or a, a offense.
00:36:49.661 --> 00:36:55.661
If I, if I told somebody how to do this when I was working there, that would be the last thing that I would be doing.
00:36:56.291 --> 00:36:56.911
Really?
00:36:57.842 --> 00:36:57.972
Yeah.
00:36:57.972 --> 00:36:58.681
Why?
00:36:58.811 --> 00:37:01.742
And I because they don't want to know, they don't want you
00:37:01.742 --> 00:37:04.802
to know- This is also why we're gonna have to remove the QB from our name.
00:37:04.811 --> 00:37:06.172
JustSurvey sees this right now.
00:37:06.811 --> 00:37:08.911
Sharrin's not the only one taking this down.
00:37:08.911 --> 00:37:09.592
It's the IT team.
00:37:09.711 --> 00:37:13.391
However it's, it's out there, right?
00:37:13.391 --> 00:37:13.532
Oh.
00:37:13.541 --> 00:37:19.492
Like, it, it, you know- Yeah I saw, I saw a video Hector did where, you know, he talked about how to get to this menu.
00:37:19.862 --> 00:37:22.132
So it's, uh, it, it's available.
00:37:22.132 --> 00:37:22.612
Hector can
00:37:22.762 --> 00:37:24.402
do what he wants, right?
00:37:24.442 --> 00:37:25.981
That's how Intuit feels.
00:37:26.291 --> 00:37:26.371
Exactly.
00:37:26.442 --> 00:37:27.742
They're like,"It's Hector.
00:37:27.791 --> 00:37:28.521
We can't fight him."
00:37:28.532 --> 00:37:33.211
But there's a, there's a way that you can get to export transactions, right?
00:37:33.211 --> 00:37:35.972
So that's, that's part of the challenge with IIF files.
00:37:35.972 --> 00:37:45.382
When you go to the utilities menu, you can export lists, but you can't export payroll item lists, and you can't export transactions as an IIF file.
00:37:45.711 --> 00:37:51.411
So there is a way to get to this menu, uh, t- so that you can export transactions.
00:37:51.911 --> 00:38:02.822
And then once that lists and transactions is done, uh, there is also a utility that you can run to grab the settings.
00:38:03.121 --> 00:38:12.284
So basically pull what the settings are currently set at, and then you just run it And it'll do these checks across, uh, eight categories.
00:38:12.293 --> 00:38:14.804
So it'll look at your chart of accounts, it'll look at your items.
00:38:15.184 --> 00:38:25.384
It'll do 24 checks on the transactions, 41 settings that it will, that it will list out class and locations, you know, those types of things, uh as well.
00:38:26.704 --> 00:38:31.844
And it will bucket them into critical, a warning, or just informational, right?
00:38:31.844 --> 00:38:36.034
So, uh, these should be resolved if they're critical before migrating.
00:38:36.594 --> 00:38:42.123
Or, you know, there's some uniqueness to, to this between the two different platforms.
00:38:42.534 --> 00:38:45.244
You might wanna have a conversation about that, right?
00:38:45.244 --> 00:39:10.164
So if you have multiple shipping addresses for a customer, you, you wanna ha- and that's needed in QuickBooks Online, you need to have a conversation of how that's gonna play out, because it's not- Mm-hmm a one-to-one, apples to apples comparison between one customer with multiple shipping addresses and one customer in QuickBooks Online with multiple shipping addresses.
00:39:10.543 --> 00:39:22.103
And that used to be my, Your biggest gap talking point to, to, to talk about these things, but now, I went in there the other day, and now you can add shipping addresses, multiple shipping addresses
00:39:22.943 --> 00:39:23.103
on
00:39:23.684 --> 00:39:23.693
a
00:39:23.693 --> 00:39:23.923
customer.
00:39:24.673 --> 00:39:25.139
Well, there you go.
00:39:25.139 --> 00:39:29.353
But it'll be some time before the migration gets word of that, right?
00:39:29.353 --> 00:39:42.733
So there's still gonna be this, yeah, you can use multiple shipping addresses in QuickBooks Online, but if you have multiple shipping addresses in, in one customer in QuickBooks Desktop, how does that come over, right?
00:39:43.514 --> 00:39:48.574
So it'll put them in these uh, I really should do traffic lights, you know, red colors.
00:39:48.914 --> 00:39:49.963
Oh, that'd be cute.
00:39:51.103 --> 00:39:55.693
But it, they're, they're just, they're just different colors, and red is stop, right?
00:39:56.373 --> 00:39:58.744
So you wanna have- Mm-hmm that, uh, that conversation.
00:39:59.384 --> 00:40:03.364
So how it, uh, plays out is that it'll issue...
00:40:03.403 --> 00:40:11.474
The, the issue will have title, it will have description, what that issue is, why it matters and then it will also list the affected records, right?
00:40:11.474 --> 00:40:23.083
So it'll give you a listing of everything that h- that is in this condition so that you can scope appro- appropriately, right?
00:40:23.423 --> 00:40:25.514
If this is your, uh, your thing.
00:40:25.784 --> 00:40:29.903
Or if the customer says,"Well, that's not a concern," right?
00:40:29.923 --> 00:40:43.474
Like, that's, th- this is part of that conversation to have prior to making that conver- uh, that, that conver- that conversion conversation So this is what it looks like, right?
00:40:43.474 --> 00:40:52.443
So it, uh, it will have an executive summary listing the critical warnings and information, informational types of things.
00:40:52.443 --> 00:40:53.333
It will look at...
00:40:53.373 --> 00:41:01.853
It'll give a list of what it analyzed as far as the summary is concerned and then the detailed findings it will have here.
00:41:01.884 --> 00:41:03.554
And I know this is hard to see.
00:41:03.833 --> 00:41:04.514
I can see you scrolling-
00:41:04.554 --> 00:41:05.583
No, this is cool.
00:41:06.693 --> 00:41:06.934
Right.
00:41:07.014 --> 00:41:07.114
So-
00:41:07.114 --> 00:41:07.844
No, I love this.
00:41:07.873 --> 00:41:08.333
I love it.
00:41:08.333 --> 00:41:11.603
I love when people build software like this, and this is really cool.
00:41:11.614 --> 00:41:14.184
Like, this is a great thing for people to run before they...
00:41:15.293 --> 00:41:15.963
Good job, Dan.
00:41:15.974 --> 00:41:16.003
Yes.
00:41:16.054 --> 00:41:20.043
This is what you've been working on when I'm like,"Dan, where have you been?" And you're like- Shut up, Sharrin, I'm working."
00:41:20.773 --> 00:41:21.773
Ex- exactly, yeah.
00:41:22.224 --> 00:41:22.534
Okay.
00:41:22.543 --> 00:41:25.634
Um, it's just me and my conversations with, uh, Claude Cohort.
00:41:26.103 --> 00:41:26.304
And,
00:41:26.304 --> 00:41:27.713
uh- Dude, I feel that.
00:41:27.724 --> 00:41:28.824
My best friend right here.
00:41:28.824 --> 00:41:30.094
He, uh, woke me up.
00:41:30.153 --> 00:41:30.423
How are you?
00:41:31.673 --> 00:41:31.704
Right.
00:41:31.704 --> 00:41:33.784
So, like, the example- He starts calling my phone there in the, in the detailed findings, right?
00:41:33.804 --> 00:41:34.893
Like, uh, there's a warning.
00:41:34.893 --> 00:41:36.864
Class tracking is active.
00:41:36.884 --> 00:41:39.043
Class is enabled in QuickBooks Desktop.
00:41:39.043 --> 00:41:42.003
QBO, uh, requires Plus or Advanced, right?
00:41:42.003 --> 00:41:55.134
So it's not necessarily a warning, it's just making sure that they have the right version of, of QuickBooks Online if they you know, if they said,"Well, I just need Essentials." okay, well, this is...
00:41:55.173 --> 00:41:56.204
That's not gonna work, right?
00:41:56.204 --> 00:41:59.773
Like, you're not gonna see those classes in, in QuickBooks On- Online, right?
00:41:59.784 --> 00:42:04.153
If they've got price levels this is now a conversation, right?
00:42:04.503 --> 00:42:06.454
Do you have price levels?
00:42:06.793 --> 00:42:08.474
Do you need price levels?
00:42:08.534 --> 00:42:15.264
Okay, well, we need to build that into our engagement or you're gonna have to set them up after you, you move, right?
00:42:15.264 --> 00:42:15.793
So you can...
00:42:15.804 --> 00:42:36.514
Uh, uh, just my hope is that this just allows you to have that conversation ahead of time so that you're not,"Oh, we didn't have that conversa-" or,"I wish I'd known." Like, we want to avoid that conversation after you've done the conversion of like,"Oh, if only I'd known, I wouldn't have moved just yet." Right?
00:42:36.554 --> 00:42:41.164
Like, this is too much too soon, or now I don't want to do this.
00:42:41.213 --> 00:42:42.583
I'll, I'll do it when I have to.
00:42:42.583 --> 00:42:43.143
Now I know.
00:42:43.143 --> 00:42:43.534
Right?
00:42:43.534 --> 00:42:50.574
Or I'll wait, and hopefully this issue might get addressed in a, in a future update for, uh, for QuickBooks Online.
00:42:51.434 --> 00:42:51.693
All right.
00:42:52.474 --> 00:42:57.213
So fitting it into your workflow, you know, cl- client calls about migrating.
00:42:58.503 --> 00:43:02.784
You get the, you get a copy of the company file and in the QB version.
00:43:02.784 --> 00:43:04.483
You set up a, a discovery call.
00:43:04.494 --> 00:43:08.273
You export out these IAF files out of the company file.
00:43:09.014 --> 00:43:14.224
Takes five minutes, uh, once you access that, that m- that secret menu.
00:43:15.824 --> 00:43:15.833
Ah.
00:43:16.594 --> 00:43:17.003
It, uh...
00:43:17.034 --> 00:43:27.414
You know, I, I've, I've done it with, um, you know, somebody that's got hundreds of thousands of transactions, and it really just doesn't take that long at all to export them as an IAF.
00:43:27.983 --> 00:43:35.153
Uh, you run the utility and, um, it, it, it uses Python, right?
00:43:35.153 --> 00:43:40.380
So there's a lot of, um- Un- Not a snake
00:43:40.530 --> 00:43:40.849
That's a,
00:43:41.679 --> 00:43:41.949
that's a pythons.
00:43:42.699 --> 00:43:44.519
That's, this is- Um how my Python is.
00:43:45.590 --> 00:43:47.219
Weak, weak Python.
00:43:47.219 --> 00:43:49.429
Are those eyes or, like, two tongues?
00:43:49.630 --> 00:43:50.110
I'm not quite sure.
00:43:51.670 --> 00:43:54.099
Because, you know, hands snakes don't have.
00:43:54.670 --> 00:43:55.159
But, uh,
00:43:56.730 --> 00:43:57.030
This is the head.
00:43:57.030 --> 00:43:57.510
This is a snake head.
00:43:57.510 --> 00:43:57.530
S-
00:43:58.210 --> 00:43:59.650
Oh, now we know.
00:44:02.099 --> 00:44:04.820
That is why I'm not a professional shadow puppeter.
00:44:06.119 --> 00:44:06.429
Exactly.
00:44:07.489 --> 00:44:13.599
So it does use Pythmo- Python because that was the simplest way to, to get this to, to occur.
00:44:14.010 --> 00:44:20.690
Um, I am looking at, you know, how to make this a little bit more user-friendly.
00:44:20.710 --> 00:44:25.119
I don't necessarily wanna, you know, go into something that needs to be installed, right?
00:44:25.150 --> 00:44:28.750
Like, to have a, an, an installation package or things like that.
00:44:29.139 --> 00:44:36.000
I really just want you to get to the point where you can get this report out so that you can, uh, use it for- Make
00:44:36.130 --> 00:44:36.719
some money
00:44:37.250 --> 00:44:39.969
the better- the betterment of you and your clients, right?
00:44:40.570 --> 00:44:40.869
Um,
00:44:41.179 --> 00:44:44.059
and- You have three questions in the Q&A that I can answer- Oh by the way.
00:44:44.840 --> 00:44:45.190
Got it.
00:44:45.869 --> 00:44:50.710
They are all direct desktop- and we know Sharrin don't know jack about desktop
00:44:53.005 --> 00:44:55.525
It the attached report
00:44:57.106 --> 00:44:57.195
in Desktop?
00:44:57.195 --> 00:44:58.405
I don't know what Rich was referring to.
00:44:59.686 --> 00:45:03.326
You're talking about the, um, the, the import summary, right?
00:45:03.346 --> 00:45:08.985
That is something that comes after you've done the, the, the export, right?
00:45:08.996 --> 00:45:14.076
And it comes to the main accountant user, right?
00:45:14.076 --> 00:45:18.246
So if you do this as a company admin or the primary admin, you don't get it.
00:45:20.085 --> 00:45:34.715
You g- you can go into the Migration Hub, which is the- Mm Which is the page that comes up after you've done the Desktop migration, and it will give you the option to download a, just the summary of the summary.
00:45:35.505 --> 00:45:37.445
But let me pull one up here real quick.
00:45:37.695 --> 00:45:39.135
Nothing like a summary of a summary.
00:45:39.286 --> 00:45:39.585
Yeah.
00:45:40.126 --> 00:45:44.786
Oh, he's saying PDFs from Desktop, does it migrate to Online?
00:45:44.956 --> 00:45:45.846
So-
00:45:45.936 --> 00:45:47.606
Oh, oh, oh, attachments.
00:45:47.675 --> 00:45:48.096
Yes.
00:45:48.445 --> 00:45:54.585
So there is the ability to move attachments, uh, but they have to be local, right?
00:45:55.025 --> 00:45:57.635
I've done a workshop over at School of Bookkeeping.
00:45:57.795 --> 00:45:59.335
I was gonna say, I feel like you've talked about that.
00:45:59.795 --> 00:46:00.126
Yeah.
00:46:01.215 --> 00:46:10.315
So payroll attachments we did, we did a whole, uh, migration class on getting the payroll to actually get set up.
00:46:10.346 --> 00:46:13.056
Uh, I just did one last week.
00:46:13.365 --> 00:46:17.786
They had 150 employees 40 of them- Geez were active.
00:46:18.496 --> 00:46:26.626
And it set up their direct deposit, it set up their pay rate, it set up, you know, all the things that, that, that you would need to ultimately set up.
00:46:26.626 --> 00:46:29.916
There was only four employees that needed attention.
00:46:30.806 --> 00:46:36.396
And then the yearly, uh, the year-to-date payroll amounts came over, right?
00:46:36.396 --> 00:46:44.795
So if you do these things properly they, they should come over, and those things- Cool are available, right?
00:46:44.795 --> 00:46:46.456
So there are the, the...
00:46:46.485 --> 00:46:53.885
You do have the ability to bring over attachments and that is something that, you know, there's, there's some nuances to it, right?
00:46:53.885 --> 00:47:02.065
You know, they have to be local, they have to be, They have to be supported you know attachments, right?
00:47:02.065 --> 00:47:10.465
So i- in QuickBooks Online- Yeah you know, I mean, you could attach anything in, uh, in, in QuickBooks Desktop, even your company file if you wanted to.
00:47:10.666 --> 00:47:10.916
Yeah.
00:47:10.916 --> 00:47:17.195
But that's not gonna make the journey over into QuickBooks Online because, one, it's too big, and two, it's not a supported type.
00:47:18.166 --> 00:47:22.016
I have two questions in chat that you can't see that are also very important.
00:47:22.025 --> 00:47:22.065
Oh, okay.
00:47:22.076 --> 00:47:29.025
One says,"Does this work for a QuickBooks to QuickBooks conversion, uh, online to online conversion?"
00:47:30.266 --> 00:47:30.596
No.
00:47:30.976 --> 00:47:31.226
No.
00:47:31.246 --> 00:47:32.476
The only- This is solely with-
00:47:32.476 --> 00:47:33.235
Okay
00:47:33.235 --> 00:47:35.195
this is solely with QuickBooks, um-
00:47:35.635 --> 00:47:39.556
But if somebody needs to convert from online to online, and I've done this before, right?
00:47:39.556 --> 00:47:44.425
Like, for example, remember back in the day when Intuit would give you$5 accounts?
00:47:44.425 --> 00:47:53.775
They're gonna be like- I would go in and I would download the QBO file of the ones that were paying retail- So that- and I'd re-upload them into the$5 one and close out the other one.
00:47:53.815 --> 00:47:57.315
A little bit of a pain, but a lot of money made in the process.
00:47:57.335 --> 00:47:58.856
Um, so I know that you can do...
00:47:58.885 --> 00:48:00.525
I don't know if you could still do that with online.
00:48:00.536 --> 00:48:12.226
And the other one if you're exporting out of QBO, can you get ahold of the attachments or do they belong to Intuit once they're located within QuickBooks?
00:48:12.226 --> 00:48:12.315
If
00:48:13.126 --> 00:48:20.456
you're getting out of QBO, the attachments, yes, you can download the entire attachments in, uh...
00:48:20.516 --> 00:48:23.016
Well, actually, you can't download them all in the batch.
00:48:23.025 --> 00:48:24.976
You have to download them individually.
00:48:25.416 --> 00:48:36.795
So there's not a batch, uh, download of, of attachments in QuickBooks Online if, if you're wanting to, to download them to, to, to QuickBooks or if you're going to Desktop, for example.
00:48:37.556 --> 00:48:41.275
They don't make the journey from, from online to desktop.
00:48:41.536 --> 00:48:46.096
But yes, you can download them, but it's a painstaking process because-
00:48:46.146 --> 00:48:46.726
Yeah, it is.
00:48:46.735 --> 00:48:47.036
That's...
00:48:47.045 --> 00:48:48.255
It is really hard.
00:48:48.925 --> 00:48:48.971
I
00:48:48.971 --> 00:48:51.655
mean- You can batch delete them- for the- but you can't batch download them.
00:48:52.295 --> 00:48:53.376
No, that's intentional, right?
00:48:53.376 --> 00:49:02.385
It's almost like back in the day when you left bill.com, if you wanted your files, they'd send you a, a CD disc that you paid 15,$50 for.
00:49:02.405 --> 00:49:03.085
Not joking.
00:49:03.085 --> 00:49:03.985
I don't know if they still do that.
00:49:04.005 --> 00:49:04.585
Hopefully not.
00:49:04.606 --> 00:49:04.626
Yeah.
00:49:04.635 --> 00:49:05.536
But that was how they got back in the day.
00:49:05.536 --> 00:49:06.436
Now it's useless because
00:49:06.436 --> 00:49:07.996
I don't even have a CD drive.
00:49:08.005 --> 00:49:08.266
I don't even...
00:49:08.266 --> 00:49:08.976
I know, right?
00:49:08.976 --> 00:49:13.335
I actually have an aftermarket one that's plugged in under my desk just in case.
00:49:13.365 --> 00:49:14.666
You never know, you know?
00:49:14.865 --> 00:49:15.106
Right.
00:49:16.713 --> 00:49:24.213
All right, so we stopped at number three before we jumped into, Okay, so some- So sorry uh, Penelope was asking, where's the tech support menu.
00:49:24.804 --> 00:49:30.673
When we get a few, few, uh, few slides we'll, we'll be requesting beta testers.
00:49:30.983 --> 00:49:34.903
I'll tell you all about that stuff at, over at School of Bookkeeping.
00:49:36.393 --> 00:49:37.853
But it is, it is an option.
00:49:37.864 --> 00:49:43.083
You just have to, uh, get to it and run a, a ke- a few keystrokes.
00:49:44.164 --> 00:49:48.804
So so, uh, you run the, the, you run the utility.
00:49:48.813 --> 00:49:49.864
It's one command.
00:49:49.954 --> 00:49:51.373
It's a command prompt thing.
00:49:52.063 --> 00:49:54.233
I have a whole guide of, you know, how to do it.
00:49:55.074 --> 00:49:59.134
And I think Paige is one of, uh, one of our beta testers who's already doing it.
00:49:59.653 --> 00:50:06.423
She's been having some problems getting that settings thing to run for, for whatever reason.
00:50:06.833 --> 00:50:12.184
Uh, but once you get it situated, it, it works pretty, pretty, pretty well.
00:50:13.983 --> 00:50:16.893
Because I'm not, you know, I'm not a developer.
00:50:17.313 --> 00:50:24.103
I'm, I'm just trying to to make this available so that people can, can utilize it.
00:50:24.563 --> 00:50:24.974
Um-
00:50:24.983 --> 00:50:25.384
Mm-hmm
00:50:25.443 --> 00:50:30.590
and, you know, we may g- may get to a point where, hey, this is great and, and we might be able to, uh, you know, put,
00:50:30.590 --> 00:50:30.954
uh- So you're gonna...
00:50:31.293 --> 00:50:32.063
Wait, wait, wait.
00:50:32.114 --> 00:50:33.614
So you're, you need beta, beta users.
00:50:33.614 --> 00:50:35.923
Are you saying you're gonna put this out there and not charge for it?
00:50:36.853 --> 00:50:37.313
Did you just-
00:50:37.324 --> 00:50:38.333
For, for the beta.
00:50:38.954 --> 00:50:39.963
For the- Okay for the beta- For the
00:50:39.963 --> 00:50:40.474
beta I,
00:50:40.474 --> 00:50:41.914
because I need- Okay I need, I need feedback.
00:50:41.914 --> 00:50:42.014
How
00:50:42.014 --> 00:50:43.643
many more beta users do you need?
00:50:44.724 --> 00:50:48.744
Well until I have enough information,
00:50:49.664 --> 00:50:55.693
so I'm- So we need five of you right now- It's, it's an open beta that, we need five of you that would love to test and- convert or see it.
00:50:55.693 --> 00:50:55.735
I'll
00:50:55.735 --> 00:50:56.023
ask a question at
00:50:56.784 --> 00:50:57.164
the end.
00:50:57.164 --> 00:50:57.784
That's the last- Cindy does that's the last
00:50:58.574 --> 00:50:59.414
poll question Penelope.
00:50:59.873 --> 00:51:01.103
The last one is, was this
00:51:01.684 --> 00:51:01.974
information useful?
00:51:02.074 --> 00:51:04.454
You might as w- you might as well throw that last poll question up there because, uh,
00:51:05.543 --> 00:51:06.356
that is- Yeah, before anybody leaves.
00:51:06.356 --> 00:51:08.873
If you say yes to this, actually...
00:51:08.903 --> 00:51:09.954
Oh, would you like a beta?
00:51:10.094 --> 00:51:10.423
Yes.
00:51:10.434 --> 00:51:12.014
We need five of you.
00:51:12.014 --> 00:51:12.820
At least.
00:51:12.820 --> 00:51:14.563
There's 149 of you on.
00:51:15.204 --> 00:51:16.333
Oh, look, seven.
00:51:16.344 --> 00:51:16.364
Yeah.
00:51:16.903 --> 00:51:17.704
And 13.
00:51:18.393 --> 00:51:19.534
Right, so here's what you get.
00:51:19.534 --> 00:51:19.543
14.
00:51:19.554 --> 00:51:19.903
You're set.
00:51:19.903 --> 00:51:20.083
Right?
00:51:20.083 --> 00:51:20.813
You get free access.
00:51:21.554 --> 00:51:25.153
You get free access to the, to the, to the MRI during the beta period.
00:51:25.373 --> 00:51:29.773
Uh, there, there'll be an NDA, uh, that I need to send you and that sort of thing.
00:51:30.153 --> 00:51:33.684
Direct input on the, on the tools direction, features.
00:51:34.364 --> 00:51:35.753
Early access, of course.
00:51:38.494 --> 00:51:39.503
Recognize you.
00:51:39.923 --> 00:51:40.224
Ah.
00:51:40.233 --> 00:52:02.722
Uh, and then we have the full course that we have over at School of Bookkeeping about converting, whether that be converting from desktop to online, online to desktop, copy to copy round tripping- From Mac to to Windows and then, you know, other things as well, right?
00:52:02.722 --> 00:52:07.422
So really what you need is a Windows PC, uh, with QuickBooks- Oh, boo.
00:52:09.202 --> 00:52:10.291
It's an Apple household.
00:52:10.592 --> 00:52:10.922
Yeah.
00:52:11.461 --> 00:52:12.643
So, I mean, if you have any- My
00:52:12.643 --> 00:52:13.780
household has a desktop, so it doesn't matter
00:52:13.780 --> 00:52:20.092
if you have Parallels or some kind of virtual desktop, you can, you can use it there too, but I'm sure that's- Yeah gonna be a lot more complicated,
00:52:20.612 --> 00:52:20.822
um, so.
00:52:20.822 --> 00:52:24.092
I have a toggle switch underneath my desk where I toggle from one computer to the other.
00:52:24.141 --> 00:52:24.501
But go ahead.
00:52:24.501 --> 00:52:26.972
Was that down there where the, where your USB
00:52:27.141 --> 00:52:27.211
port goes?
00:52:27.211 --> 00:52:28.222
Yes, underneath my desk.
00:52:28.231 --> 00:52:29.541
Yes, Dan, yes.
00:52:31.512 --> 00:52:34.461
Python 3.8 plus.
00:52:35.072 --> 00:52:36.021
It's a free download.
00:52:36.021 --> 00:52:39.851
There's no you know, extra things that, uh, you need to purchase.
00:52:40.271 --> 00:52:45.231
Uh, you need a QuickBooks desktop file and 20, 30 minutes of your time to provide some feedback, right?
00:52:45.231 --> 00:52:54.032
So this ultimately will be something that, um, you'll need a subscription in order to, to, to, to keep active.
00:52:54.882 --> 00:53:00.442
And it will expire so you need to be able to get the, get a new download when you want to use it.
00:53:00.452 --> 00:53:05.891
So that's, that's the, that's the plan for implementation once we get past the, past the beta.
00:53:06.722 --> 00:53:20.541
Um, but the short version here, just kind of re- recapping all this, desktop migrations are getting messier just because there's those holdouts that are holding out for move, from moving from desktop to online.
00:53:21.001 --> 00:53:28.811
Um, and they're waiting for the right pressure point or triggering event for, for that to be part of the conversation.
00:53:28.851 --> 00:53:50.661
Maybe it's pricing, maybe it's functionality, maybe it's nuisance with desktop or maybe they're expanding and they need, you know, remote, remote folks, and it's just becoming cost-prohibitive to have a hosting environment with QuickBooks and all of the things that they need to use to run their QuickBooks in that virtual environment.
00:53:51.592 --> 00:53:57.621
Fixed fee engagements are gonna fail when you commit before you have the data, right?
00:53:58.831 --> 00:54:17.231
Which is, you know, this is how much I charge, and maybe you charge a, a, a large enough fixed fee amount that the, the, the, the easy ones mix in with the more complicated ones, but it's just gonna get more harder as we have larger files with a lot more complicated- Yeah Information.
00:54:18.181 --> 00:54:39.762
Those red flags are specific and they're findable, but it takes time to get them, so that's where the- Yeah desktop to online migration readiness inspector is designed to help streamline that process so that you can run it and start to have that conversation, kind of comb through the, the, the, the, the, the report.
00:54:41.143 --> 00:54:41.784
Questions.
00:54:42.103 --> 00:54:43.173
Do we have questions?
00:54:43.713 --> 00:54:44.204
Uh, yeah.
00:54:44.353 --> 00:54:49.994
I made you answer them right smack in the middle because we all know Sharrin's patience level is, is negative seven.
00:54:50.003 --> 00:54:52.923
Um, same with my- Um- attention span.
00:54:52.934 --> 00:54:53.014
Yeah,
00:54:53.494 --> 00:54:57.664
Luann asked- Go ahead uh, where can we learn about the t-the changes coming for 2027?
00:54:58.594 --> 00:54:59.494
There is...
00:55:01.643 --> 00:55:02.923
There's a product updates.
00:55:03.284 --> 00:55:07.643
If you're talking about QuickBooks Desktop changes there's product updates.
00:55:07.643 --> 00:55:08.864
They release them quarterly.
00:55:09.213 --> 00:55:14.054
Uh, but to be quite honest, they are minimal at best, right?
00:55:14.134 --> 00:55:22.333
It, it's gonna be like something like, um a search window on a, on your, on your class list now.
00:55:22.414 --> 00:55:26.003
Or you can search within reports, things like that.
00:55:26.003 --> 00:55:26.443
Yeah.
00:55:26.443 --> 00:55:31.514
Um, nothing groundbreaking as far as, uh, QuickBooks Desktop is concerned.
00:55:32.233 --> 00:55:36.614
Of anything they're- Oh, that's- they're changing the, the migration, right?
00:55:36.653 --> 00:55:36.833
Yeah.
00:55:37.244 --> 00:55:38.483
Getting out of QuickBooks.
00:55:39.434 --> 00:55:39.853
Oh, we're gonna fold it around.
00:55:39.853 --> 00:55:42.554
'Cause one thing that they do now- yeah.
00:55:42.893 --> 00:55:52.284
Awesome with the mi- within the migration is they used to give you a choice of what do you wanna do to clean up your file before you move it to QuickBooks Online.
00:55:52.284 --> 00:55:58.364
Now it's, it's got the AI sparkle, you know, the international symbol for this- Yeah is done through AI.
00:55:59.653 --> 00:56:03.173
Uh, the two little diamond, you know, snowflake-y type of things.
00:56:03.224 --> 00:56:03.554
Yeah.
00:56:04.304 --> 00:56:11.623
And I've had mixed results with that, um, where it either just, it finishes and locks up or...
00:56:11.623 --> 00:56:17.583
And I have to, you know, cancel and start it, start over again, or it just, or it just works, right?
00:56:17.583 --> 00:56:28.164
Because have to sit there looking at the Task Manager and see if there's a sign of life because there's not any indication on the screen that it's actually moving forward.
00:56:31.485 --> 00:56:32.096
Let's see here.
00:56:32.905 --> 00:56:35.576
Any other, uh, questions or thoughts, concerns?
00:56:35.606 --> 00:56:36.396
Yeah, buts?
00:56:37.146 --> 00:56:38.166
No, this is awesome.
00:56:38.206 --> 00:56:40.036
Um, I love that you're building this.
00:56:40.036 --> 00:56:40.936
This sounds amazing.
00:56:41.106 --> 00:56:51.036
I think, um, one thing that people said, if this is overwhelming to you and you're like,"I just want to get it done," just don't forget, Dan does this professionally for a living.
00:56:51.045 --> 00:56:51.815
He does give you...
00:56:51.846 --> 00:56:55.126
And I- Dan doesn't like me to say this, but he does give you guys all...
00:56:55.615 --> 00:56:57.376
He gives, I think he gives away too much.
00:56:57.405 --> 00:57:00.936
But, um, that's why you all know he's smart, and you all think I'm a ding-dong.
00:57:02.045 --> 00:57:04.346
But he does do this professionally.
00:57:04.356 --> 00:57:07.956
So if you're like,"This is too much, I don't want to do it- Yeah I just need it done," reach out to him.
00:57:08.115 --> 00:57:08.996
He'll, he'll get this...
00:57:09.306 --> 00:57:12.186
So Dan lives and breathes getting people off of Intuit.
00:57:12.226 --> 00:57:12.865
I'm just kidding.
00:57:12.865 --> 00:57:14.056
He doesn't, but he can.
00:57:16.215 --> 00:57:17.916
But yeah, I mean, that's, that's, uh...
00:57:17.936 --> 00:57:21.476
Over at School of Bookkeeping, I have, you know, you get to choose your own adventure.
00:57:21.536 --> 00:57:26.385
Like, if you just want access to, to the course to be able to do it yourself, great, you can do it that way.
00:57:26.405 --> 00:57:35.996
We can do it with you, where you, you know, I join you for your for your migration adventure, or- Wow helping you read the tea leaves afterwards, we can do that.
00:57:36.315 --> 00:57:39.516
Or if it's something like,"Uh, I don't want to even touch...
00:57:39.746 --> 00:57:45.096
I don't even have a set of Desktop QuickBooks on my computer how can I do that?" Right?
00:57:45.096 --> 00:57:51.226
But, you know, the course- Yeah that I have talks about the online utility so that you can upload the file.
00:57:51.266 --> 00:58:07.275
If, if the sole purpose of all you're doing is just moving it to QuickBooks Online, you're not gonna do any cleanup there is a, there is a way to do that without having- Yeah QuickBooks Desktop purchased or download or getting a trial or, or anything like that.
00:58:07.326 --> 00:58:09.945
And then what do you do in 30 days when the trial expires?
00:58:11.056 --> 00:58:11.416
Yeah.
00:58:12.206 --> 00:58:14.525
Dan, can we also tell them that, um...
00:58:14.735 --> 00:58:15.925
I mean, I guess we can.
00:58:15.925 --> 00:58:17.186
I'm asking you, but I mean it.
00:58:17.795 --> 00:58:20.856
So you guys, at the very end when you log off, there's gonna be some questions.
00:58:20.865 --> 00:58:25.025
You see Hector- Mm-hmm in front of us, and as you guys can see, he's coming up next, um, in two weeks.
00:58:25.025 --> 00:58:28.076
But when you log off, there's five questions I think that come to you.
00:58:28.346 --> 00:58:32.505
We need, for our website, we need to know if, if you like us and why you like us.
00:58:32.536 --> 00:58:37.896
Um, I love the comments that says,"I get total value from Dan, but I don't know why Sharrin's there." I love that.
00:58:37.896 --> 00:58:38.356
Just kidding.
00:58:38.356 --> 00:58:38.905
I don't.
00:58:39.295 --> 00:58:40.666
But I want you to know- that we read them.
00:58:40.996 --> 00:58:43.425
But if you have, I'm seeing some amazing comments in here.
00:58:43.425 --> 00:58:45.965
We would love that if you can tell us why you like this.
00:58:45.985 --> 00:58:49.096
Um, we also like reading about improving.
00:58:49.235 --> 00:58:53.275
So as you saw, I raised my hand today at that one time.
00:58:53.835 --> 00:58:54.976
Um, I'm getting better.
00:58:54.976 --> 00:58:55.485
I learn.
00:58:55.606 --> 00:58:58.376
So anyhow, feel free.
00:59:00.934 --> 00:59:05.184
Yeah, so we are, uh, including a end of webinar survey.
00:59:05.503 --> 00:59:09.423
So please you know, don't, don't close out right a- as soon as we're done.
00:59:10.204 --> 00:59:11.923
It- it's five questions.
00:59:11.963 --> 00:59:13.054
What are we doing good?
00:59:13.054 --> 00:59:20.994
What are we, what do we need to improve on, uh, so that we can make this what you, what you want it to be?
00:59:21.523 --> 00:59:25.693
Um- Yeah, absolutely and then next time, next time, uh, we are having Hector come on.
00:59:27.224 --> 00:59:37.414
It was pa- part of the challenge because he was a panelist for this webinar because I wanted to make sure I blocked it off on his calendar because he's a busy guy.
00:59:38.844 --> 00:59:43.264
So you know, he was like,"Am I coming this week or next time?" Yeah.
00:59:43.333 --> 00:59:45.264
So, um, he's- he's gonna be on.
00:59:45.623 --> 00:59:50.974
And he is he's got his nose to the grindstone with, uh, Intuit Enterprise Suite.
00:59:51.014 --> 01:00:02.344
I have been watchfully- So- waiting and waiting, watching and seeing as far as what ha- comes with Intuit Enterprise Suite.
01:00:02.344 --> 01:00:12.713
So I wanted to have him come on to talk about what's, what's hap- you know, how it, how it's evolved up to this point, and what we might see in the future with that.
01:00:12.724 --> 01:00:17.173
So looking forward to having a QB Power Hour reunion of sorts
01:00:17.963 --> 01:00:18.833
Aw, yeah.
01:00:18.914 --> 01:00:19.324
Yeah.
01:00:19.873 --> 01:00:22.443
With, uh, with, with Hector and myself and Sharrin.
01:00:24.083 --> 01:00:30.313
So, uh, we already did throw the last, uh, poll question up there, was it useful- Yeah and, uh, would like to be part of the beta.
01:00:30.873 --> 01:00:38.014
And thank you so much for joining us, uh, this week, and appreciate you allowing us to pivot on a dime.
01:00:40.224 --> 01:00:40.273
Pivot.
01:00:40.273 --> 01:00:40.456
As we had to.
01:00:40.456 --> 01:00:42.474
I wanted to put up a Ross GIF so bad.
01:00:42.523 --> 01:00:42.623
Yes.
01:00:43.003 --> 01:00:43.143
Pivot.
01:00:44.963 --> 01:00:45.054
Pivot.
01:00:45.054 --> 01:00:45.474
Sorry.
01:00:45.483 --> 01:00:51.423
We'll see you in a couple weeks for the next QB Power Hour, and hope everybody has a great day ahead.
01:00:53.083 --> 01:00:54.353
Bye, e- bye everyone