Migrate, Create, Back Up QBO Files Spreadsheet Workflow - Revised February 2025

$150.00

QuickBooks Online (QBO) is a powerful cloud accounting software used by millions of businesses worldwide.

If you're making the move from QB Desktop to QBO, don't go it alone. These templates help you create, migrate, copy, and back up your files without missing steps, wasting time, or losing data.

No need to fumble your way through this one-time process when we’ve already done all the leg work for you!

Created by accounting professionals who know and love QuickBooks Online, these templates make migrating your systems easy and efficient.

What you get:

  • Checklists of tasks & to-dos

  • 4 spreadsheet options to fit your needs

  • Best practice notes & video walkthroughs

QuickBooks Online (QBO) is a powerful cloud accounting software used by millions of businesses worldwide.

If you're making the move from QB Desktop to QBO, don't go it alone. These templates help you create, migrate, copy, and back up your files without missing steps, wasting time, or losing data.

No need to fumble your way through this one-time process when we’ve already done all the leg work for you!

Created by accounting professionals who know and love QuickBooks Online, these templates make migrating your systems easy and efficient.

What you get:

  • Checklists of tasks & to-dos

  • 4 spreadsheet options to fit your needs

  • Best practice notes & video walkthroughs

About What You Get

Make file management and migration in QBO seamless and easy with these step-by-step templates.

1. Checklists of tasks & to-dos

Included is a comprehensive list of tasks and to-do's that cover everything you need, start-to-finish. We've covered every detail so you won't miss a step in these critical processes.

2. These templates include 4 different options to fit your goals and needs:

  • Create QBO File - Using Rewind File Copy

  • Create QBO File - Cannot Be Converted (fresh start)

  • QBDT to QBO Migration - File Can Be Converted

  • Rewind Advanced File Restore

These templates can be used for QBO only, or imported into most programs as a CSV file (some apps will import for you!) ClickUp, Jetpack, Karbon, Process.st to name a few.

3. Best Practice Notes

Developed by accounting professionals, we've learned (often the hard way) how best to set up, back up, and migrate to QBO. Included with these templates are best practices, clever workarounds, and useful shortcuts to ensure this process goes smoothly.