Sunday, December 15, 2013

The big leap - Why switch and How.


Switching from Quickbooks on a PC to Mac can be a pretty intimidating task.  Depending on who you talk to the variations of opinions is endless on whether you should make the move.  

There are several reasons to consider switching in which below are a few:

  1. Time: You want to be able to work in the most efficient and effective manner possible for your business.  
  2. Mobility:  You don't want to be tied down to a single computer.
  3. Accessibility: You want the ability to work based on your terms, location, etc.
  4. Efficiency:  You are sick and tired of your managing your PC's tendency of slowing down, getting virus's, and having corrupted data.
  5. Security:  Mac's typically don't get virus's and are not prone to hacking like in the PC world.
With that said, now the questions becomes how to do it.  

There are two primary methods to switching:

  1. Desktop Solution
  2. Online Solution
For the purposes of this blog, we will focus primarily on the online solution.  The reason is that the online solution offers the most flexible, efficient, and affective conversation across all platforms.  Whether you intend to use a Mac, PC, iPad, or iPhone; this solution will offer the easiest to maintain your business.  Furthermore, most major financial institutions are supporting the online version only.  Square is the latest company to offer this as a benefit to online.

Qualify your business:

To further understand the difference between the Desktop and Online version, Intuit has put out a great article understand the pro's and con's: http://support.quickbooks.intuit.com/support/articles/INF13206

Now that you have decided to make the switch, it's time to migrate your data.  I will be walking you through this process step by step based on a real world case scenario.  More to come.

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