The Ultimate Productivity and Profitability Hack: Transitioning from QuickBooks Enterprise to QuickBooks Online


Change is the name of the game when it comes to the accounting profession, we all know this is true. However, I think many of us will agree that change is challenging, especially when it affects our tried and true habits and processes. In our firms, this also applies to our tech stacks and especially to our core accounting systems.

These types of changes are necessary if we want our firms to succeed. This is because we need to look honestly at what we are doing now and be willing to make changes that will benefit us and our clients in the long run. This is what I did several years ago when I realized that by continuing to keep my clients on Quickbooks Desktop (QBDT) instead of transitioning them to Quickbooks Online (QBO) I was actually holding us all back.

One of the fundamental benefits of QBO (other than it being the most comprehensive and widely adopted accounting system in the world) is that it offers immense flexibility and functionality with its open-API platform. 

On a practical level, what this means is that QBO allows other companies to create and connect applications that extend their power. You can see hundreds of apps to exponentially expand the services and increase the efficiency of your accounting services, team, and revenue possibilities in the QBO marketplace. Being able to tap into these tools is a game changer for the services you can provide and the level of support and insight your clients receive from you.

After all, who wants to be pigeonholed in a constraining system at the price of their productivity and profitability? Not me! That was the decision point for me when it came to my evolution from QBDT to QBO. In fact, making this transition from QBDT to QBO may be the most impactful efficiency and firm-expanding hack I can offer to you, ever.

If you feel hesitant, or like it’s going to be too much of a heavy lift, I hear you. After all,  QuickBooks is a huge part of how my firm serves clients, QBDT Enterprise edition was the backbone of my accounting practice for decades. Yet, I realized that if I didn’t transition to QBO, I wasn’t going to be able to be successful in the future in terms of being able to keep up with the expectations of my clients and the workflow that is also ever-evolving.

My clients wanted more advisory-level services from me, and by leveraging the QBO automation and apps available, I was able to free up my time and get everyone in the cloud on QBO. My clients have not only been receptive to this change, they have embraced it! 

Let me give you a few examples of some of the key QBO apps and integrations I leverage (none of which are available in QBD) for my firm and my clients, too:


ADP – Leverage ADP’s powerful payroll and sync it seamlessly with QBO.

Bookkeep – This amazing app eliminates the manual revenue reconciliation process by syncing ecommerce and payment app data into QBO.

Corpay One – direct integration with QBO so all of my payments are automatically entered and reconciled.

Financial Cents – my practice management platform with all of our QBO transactions 

IgnitionIgnition integrates with QuickBooks to automatically create and push invoices according to the billing information specified in our proposals. 

Jirav – Another powerful integration that enables all Quickbooks data to be leveraged within Jirav to take your FP&A to the next level.

LiscioThe QBO integration here allows you to bill clients directly through Liscio. Simply create the invoice in Liscio or select an existing invoice in QBO using the new Invoice Task type. 

Swizznet – Managed IT and cloud hosting all designed specifically for QBO so you know every level of your firm and client data is locked down and protected from cybercrimes and internal data theft.


As you can see, just from my shortlist alone, making the move from QBDT to QBO opens the “vault” so to speak of a new frontier of apps and opportunities to enhance our businesses and those of our clients. Here’s where we can actually create exponential gains in productivity, efficiency, and productivity. This all translates into more benefits for our firm and my clients. 

The most important takeaways here are simple: Moving from QBDT to QBO provides greater flexibility and freedom for our firm which translates into maximum workflow efficiency plus more powerful tools for our clients. 

Plus QuickBooks-protected cloud access lets clients collaborate and boost productivity because they can use it anywhere, using any device it’s made to manage any business – and every one of them can make it their own. 

A lot has changed since I started my accounting practice 23 years ago, and so has the business landscape. My clients’ needs are always evolving, just like their businesses. I am sure you can say the same for your firm, this is why it’s so imperative to make sure you evolve your tech and the systems that support your service offering, too. Put your transition to QBO on the calendar now before year end so you maximize this major productivity and profitability hack pronto!

To get information on how to migrate, you can check out this resource.


This is a paid partnership with Intuit.

Be a Bookkeep BOSS: Get Certified, Get Your Partner Pin at Scaling New Heights 

Conference season is here once again and with it comes so many opportunities for learning, including getting certified in technology solutions you may be using in your practice. One of the new certifications I am getting before I head to Scaling New Heights in St. Louis in a few weeks is for one of my favorite apps ever, Bookkeep.

I have been using Bookkeep for years to automatically reconcile revenue for my e-commerce clients. It really is smarter accounting automation. It’s also a complete game-changer for your practice in terms of wiping out time wasted reconciling transactions from e-commerce payment gateways, electronic payments, and POS applications.

I am doing my Bookkeep certification before Scaling New Heights because I want to get my  “Certified Bookkeep Partner” enamel pin straight from the amazing Bookkeep team while I am at the conference. You can get certified through Woodard or through the Bookkeep app. 

Here are the cool perks that we’ll get for being Certified Bookkeeper Partners:

Are you in? Let’s get certified with Bookkeep now!

Even if you currently have just a few e-commerce clients, it is very likely that you will have more in the future because most businesses are utilizing online payments in some form.  

Knowing that your revenue reconciliation books are being handled correctly allows you to free up hours of billable time. Choosing, implementing, and training your team to utilize the right automated bookkeeping solution is essential. This is what you can expect when you use Bookkeep to easily automate your daily sales reconciliations with seamless integrations from one to multi-channel platforms, all while bringing sales data into QuickBooks Online.

Once you get certified with Bookkeep, you will be expertlyly equipped to optimize your e-commerce bookkeeping efficiency. Learn how by reading  the post where I recently detailed 6 ways to leverage automated revenue reconciliation for exponential profitability gains.

Bookkeep seamlessly integrates with Clover, GrubHub, Shopify, Square,Toast, Woocommerce and more as well as with QuickBooks and other accounting systems. It also helps us advise clients to better manage their e-commerce and other business transactions with the help of financial analytics.

Become certified in Bookkeep for free to have a solid foundation in revenue automation bookkeeping as well as the Bookkeep software so you can help your clients by covering these concepts: 

Enroll in Bookkeep’s free certification course here to maximize your profit potential with smarter automation and pick up your pin while you are at Scaling New Heights in St. Louis, Missouri, or if you aren’t heading there (We’ll miss you!), get certified online and your pin and badges will be sent to you.

Do you have clients using electronic payment, e-commerce gateways, and point-of-sale applications? Maximize your profit potential with smarter automation. When it comes to bookkeeping, you want to know your books are being handled correctly, while eliminating as much data entry as possible, to free up your billable time. Choosing, implementing, and training your team to utilize the right automated bookkeeping solution is essential.

Bookkeep seamlessly integrates with Clover, GrubHub, Shopify, Square,Toast, Woocommerce and more as well as with QuickBooks and other accounting systems. One other thing I really love are the financial analytics which help us advise clients on how to better manage their ecommerce and other business transactions.

These are the top six benefits of Bookkeep that I am leveraging in my practice to eliminate manual entry using automated ecommerce reconciliations that actually work!

  1. Daily sales reconciliation and daily revenue reporting is emailed in summary format right to me., so I always know the real-time numbers.
  2. Reposting and refreshing of financial data to QuickBooks Online, on demand, if accounts are re-mapped.
  3. Comprehensive multi-currency support and global currency conversions makes it easy to serve global clients and grow your practice.
  4. Bank deposit breakdown provides a summary of deposits tied out to the sales day involved for Square and Shopify and over 50 other front end revenue applications.
  5. A direct link to accounting entries so I can jump to the journal entry or bank transaction in QuickBooks (or another accounting platform).
  6. Unlimited users, so I can add staff, clients or other stakeholders at no additional cost plus 5 star support with chat, email, and video options.

The truth is, automation is only useful if an app actually does what it is supposed to do and Bookkeep really means business! For my practice, it’s a best of breed solution for automated accounting and reconciliation with real bottom line benefits, Bookkeep literally eliminates hours of manual entry.

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