I’ve seen quite a few clients still sticking with the Desktop version of Quickbooks. I don’t blame them, the main console is easy to use with its big icons that make it clear what you want to do, like “Pay Bills”. But there are a lot of reasons why you should make the switch.
QBO has all the functionality of Desktop, but offers a lot more. Because it is cloud-based, you can access it from anywhere. Not only that, but your bookkeeper, your tax accountant, and trusted employees can all access it, even simultaneously.
But the best features are in the third-party apps. IF you’re using Paychex to run your payroll, their general ledger services can make it so your payroll journal entry uploads to QBO without you even lifting a finger. This not only saves time, but helps maintain accuracy.
Other great third-party apps that work well with QBO are bill.com, Hubdoc (for A/P streamlining and storage), expensify, etc. Even the built-in banking feed is better in QBO than on desktop. In addition, Intuit seems to be pushing online rather than desktop, so the online resources and support you’ll receive are quite a bit better.
There are a few reasons why you may not want to make the switch, however. QBO isn’t stellar with complicated inventory. If you’re tracking large amounts of inventory, you may want to keep Quickbooks Desktop, or you can implement QBO with third-party inventory tracking systems.
If you need to make the switch, please see my services page for more information. It can be quite detailed in the beginning but well worth it as soon as the transfer has been done.