01.21.2025 - Best Practices for Transferring QB Data

Join us for a session of tools to use move QuickBooks Online data to another QBO subscriptionCPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPEQB 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 Hour00:25 Earning CPE Credits with Earmark App01:33 Casual Conversation and Updates04:13 Discussing QuickBooks Data Migration06:16 Presenters' Introductions07:51 Housekeeping and CPE Credit Details10:43 Considerations for Starting a New Subscription16:16 Challenges and Solutions in Data Migration25:58 Using QuickBooks Online Backup Service29:58 Chronobooks and QuickBooks Online Advanced30:36 Backup Service Details and Restore Points31:28 Transactional and List Data Backup32:32 API Functionality and Data Entitlements33:09 Payroll Backup and Financial Impact34:41 Backup and Restore Services Overview35:52 Challenges with Cloud Backups43:36 Third-Party Backup Applications48:15 Import Export Tools and Their Nuances53:12 Round Tripping: QuickBooks Online to Desktop56:27 Final Thoughts and Recommendations