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01.21.2025 - Best Practices for Transferring QB Data
Manage episode 462342799 series 2613220
Join us for a session of tools to use move QuickBooks Online data to another QBO subscription
CPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPE
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
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/
00:00 Introduction to QB Power Hour
00:25 Earning CPE Credits with Earmark App
01:33 Casual Conversation and Updates
04:13 Discussing QuickBooks Data Migration
06:16 Presenters' Introductions
07:51 Housekeeping and CPE Credit Details
10:43 Considerations for Starting a New Subscription
16:16 Challenges and Solutions in Data Migration
25:58 Using QuickBooks Online Backup Service
29:58 Chronobooks and QuickBooks Online Advanced
30:36 Backup Service Details and Restore Points
31:28 Transactional and List Data Backup
32:32 API Functionality and Data Entitlements
33:09 Payroll Backup and Financial Impact
34:41 Backup and Restore Services Overview
35:52 Challenges with Cloud Backups
43:36 Third-Party Backup Applications
48:15 Import Export Tools and Their Nuances
53:12 Round Tripping: QuickBooks Online to Desktop
56:27 Final Thoughts and Recommendations
137 episodes
Manage episode 462342799 series 2613220
Join us for a session of tools to use move QuickBooks Online data to another QBO subscription
CPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPE
QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.
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/
00:00 Introduction to QB Power Hour
00:25 Earning CPE Credits with Earmark App
01:33 Casual Conversation and Updates
04:13 Discussing QuickBooks Data Migration
06:16 Presenters' Introductions
07:51 Housekeeping and CPE Credit Details
10:43 Considerations for Starting a New Subscription
16:16 Challenges and Solutions in Data Migration
25:58 Using QuickBooks Online Backup Service
29:58 Chronobooks and QuickBooks Online Advanced
30:36 Backup Service Details and Restore Points
31:28 Transactional and List Data Backup
32:32 API Functionality and Data Entitlements
33:09 Payroll Backup and Financial Impact
34:41 Backup and Restore Services Overview
35:52 Challenges with Cloud Backups
43:36 Third-Party Backup Applications
48:15 Import Export Tools and Their Nuances
53:12 Round Tripping: QuickBooks Online to Desktop
56:27 Final Thoughts and Recommendations
137 episodes
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