Moving from QuickBooks Desktop to Online

To move from QuickBooks Descktop to QuickBooks Online, you need to do the following:

1. Go to Admin > My Lists > Charge Types to export a list of your current mappings
2. Get QuickBooks Online setup with Accounts, Beginning Balances, etc.
3. Schedule a Time with ShulCloud to switch your sync method by completing this form. (There may be a fee depending on your current circumstances)
4. ShulCloud will train you how to use the new sync. This involves:
   1. Connecting to your QB Online (you will need to provide the Admin login to QuickBooks Online)
   2. Click "Import Associations" to pull your chart of accounts into ShulCloud
   3. Go to Admin > My Lists > Bank Accounts to remap your bank accounts
   4. Go to Admin > My Lists > Charge Types to remap your Charge Types.

There is a one time fee of $200 for us to help you through this process.