This article walks through the steps to migrate from Quickbooks desktop to Quickbooks online if you have already been using desktop with Clubspot.

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Acquire a Quickbooks Account

To start you will need to acquire a Quickbooks online account. You can sign up separately, or you can acquire your Quickbooks desktop account through Clubspot. If you choose to acquire your account through Clubspot, we will directly bill the club for the Quickbooks subscription and will provide an ongoing 10% discount.

You can also directly acquire your Quickbooks account if you would prefer!

Move your Quickbooks Company File to Online

Quickbooks is eager to help companies move over to desktop and provide assistance and incentives to do so. You can find the direct steps for the migration here.

Link Quickbooks Online and Clubspot

Once you have your new accounts setup and populated with your chart of accounts you will want to initiate the process of linking your new Quickbooks online account with Clubspot. Reach out to your Clubspot onboarding manager or [email protected] at this stage to proceed. Once you do the team will coordinate the following steps.

1. Let us know that last date that you imported Quickbooks desktop transactions from.
2. Clubspot will remove all accounts that have not been transacted in from your Chart of Accounts.
3. In Clubspot, Go to Reporting —> Quickbooks Online, and link the account. Clubspot will enable the setting once step 2 is complete.
4. The Clubspot team will map all of the existing, transacted in accounts to their appropriate account in QBO.
5. Clubspot will schedule the sync of transactions based on the date provided in step 1. The first sync will take place overnight, and nightly syncs will be completed thereafter.