If you have been thinking about moving from — or have been getting influenced to move from — QuickBooks Desktop to QuickBooks Online, then make sure you know if you can and what potential costs are involved.
QuickBooks Features – Be Aware of the Differences
QuickBooks Desktop offers more features than QuickBooks Online. Before you consider migrating, it is crucial to ensure that the features you are currently using with QuickBooks Desktop are available in the Online versions. Below are just a few of the features that are currently NOT available in QuickBooks Online.
- Billing Rate Levels
- Bin Locations
- Custom Fields in Lists
- Customer Groups
- Customer Messages (Customer & Vendor Profile Lists)
- Discounts
- Inventory Sites
- Item Estimates vs Actuals
- Job Types (Customer & Vendor Profile Lists)
- Leads
- Other Charges
- Other Names
- Price Levels
- Reminders
- Sales Orders
- Sales Reps (Customer & Vendor Profile Lists)
- Ship Via (Customer & Vendor Profile Lists)
- Statement Charges
- Vehicles (Customer & Vendor Profile Lists)
- Vendor Types (Customer & Vendor Profile Lists
For a complete comparison between QuickBooks Desktop and QuickBooks Online, you can access the list in Intuit’s knowledge base.
If you are not using any of the features above and want to make the move, please reach out to us at sales@productivecomputing.com.
FileMaker to QuickBooks Integration Scripting Differences
QuickBooks Desktop scripting is not identical to scripting for QuickBooks Online. You will want to carefully plan the migration with your developer and give yourself adequate time to review, convert, or add scripts for your existing functionality to work seamlessly.
Upcoming Changes with QuickBooks Desktop
Some of our clients have contacted us wondering about all the upcoming changes Intuit has announced regarding the discontinuation of some QuickBooks Desktop versions, and whether or not they will be forced to move to QuickBooks Online.
While we can’t predict what the future holds, the answer for today is no. Some versions of QuickBooks Desktop will be discontinued for new purchases however existing users who are on subscription will still be able to renew their subscriptions as normal and still receive security updates, product updates, and support. QuickBooks Enterprise will remain as the primary QuickBooks Desktop option for new subscriptions and is not impacted by this change.
If at some future date you are unable to continue with the QuickBooks Desktop version you are currently using, you can always switch over to QuickBooks Enterprise and in doing so your system will require NO scripting changes to your existing FileMaker to QuickBooks Desktop integration.
For more information about the most recent announcements from Intuit about QuickBooks Desktop, you can review it on the Intuit website.
If you need some help deciding on the best option for you, our team can help.
QuickBooks Integration Products and Services Available from PCI
- FM Books Connector – QuickBooks Desktop plug-in
- FM Books Connector Online – QuickBooks Online plug-in
- QuickBooks Hosting – FileMaker and QuickBooks hosting service
- Core CRM Pro – FileMaker CRM pre-configured with QuickBooks integration
- Connect FileMaker to QuickBooks Desktop – Do-it-yourself training course
- Connect FileMaker to QuickBooks Online – Do-it-yourself training course
Hire our team to help! We have certified FileMaker developers available to create a secure and streamlined accounting process.
Other products and services we offer:
- What can PCI do for you? – overview of our services
- Health Assessment – a comprehensive report on the condition of
your FileMaker system and server - Consulting and Development – services billed by the hour
- Maintenance and Support – services billed monthly
- Packaged Services – flat fee for Health Assessment, Server Installation, etc.
- Plug-ins – tools to integrate with QuickBooks, Outlook, Google, etc.
- Solutions – customizable, scalable, and free CRM template
- Claris and FileMaker Licensing – discounts on new seats and renewals
- FileMaker and QuickBooks Hosting – options to host your files in the cloud
- Productive Computing University – online video training courses for
beginner to advanced users and developers
