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所在平台: Udemy |
课程主页: https://www.udemy.com/course/converting-quickbooks-desktop-to-quickbooks-online/
课程评论：没有评论
课程名称：将QuickBooks桌面版转换为QuickBooks在线版 课程概述： 在从QuickBooks桌面版迁移到在线版时，尽管过程可能让人感到害怕，但有了正确的指导，你可以避免昂贵的错误，顺利开启新系统的使用。本课程将逐步带领你了解成功迁移的关键技术，帮助你节省时间和减少挫折。迁移不仅仅是上传数据，更重要的是以正确的方式进行，确保你的账目保持准确和完整。课程内容包括：了解哪些数据可以轻松转换、哪些数据根本无法转换，以及为了让新系统顺利运行需要采取的步骤。不仅会讨论软件的基本操作，还会涉及公司内部的变更管理，如态度调整和培训。 在本次培训中，你将学习到： 1. 进行需求评估，考虑所有员工（包括老板、前台和员工）的需求与期望。 2. 确定创建新QuickBooks在线订阅的选项，以选择最符合企业需求的计划。 3. 列出准备QuickBooks桌面文件的步骤，确保其优化并为干净迁移做好准备。 4. 确定进行数据迁移的不同方法，并找出适合你情况的最佳方案。 5. 列出在QuickBooks在线版中完成和验证迁移的最后步骤，以确保数据组织有序且准确。 6. 利用QuickBooks在线版中桌面版没有的功能，从而激发对新机会的兴趣。 停止犹豫，开始自信地转换吧！加入我，简化迁移过程，让你拥有成功过渡的工具，确保业务顺利运营于QuickBooks在线版。
Migrating from QuickBooks Desktop to Online? Let's Make It Seamless! Moving your financial data can feel intimidating, but with the right guidance, you can avoid costly mistakes and get up and running smoothly. Migrating isn't just about uploading your data-it's about doing it the right way to ensure your books remain accurate and complete. This course walks you step-by-step through the essential techniques for a successful transition, saving you time and frustration.Learn what converts easily, what doesn't convert at all, and any steps you'll need to take to make the new system work like the old system. Not only will we talk about the nuts and bolts of the software, but we'll also talk about how to approach change management within the company, from attitude to training.In this training, you'll learn how to:1. Perform a needs assessment that addresses the needs and wishes of all staff including the owner, front office, and workers.2. Identify the options for creating a new QuickBooks Online subscription so you can choose the plan that best fits your business needs.3. List the steps to prepare your QuickBooks Desktop file to ensure it's optimized and ready for a clean transfer.4. Identify the different methods to perform the migration and determine which approach works best for your situation.5. List the final steps to complete and verify the migration in QuickBooks Online so your data is organized and accurate.6. Take advantage of features in QuickBooks Online that weren't in Desktop so that you can get excited about your new opportunities!Stop hoping, and start converting with confidence! Join me as I simplify the migration process, giving you the tools to transition successfully and keep your business running smoothly with QuickBooks Online.
