QuickBooks Desktop to QuickBooks Online migration and Katana alignment

Overview

This solution provides structured review and planning for businesses moving from QuickBooks Desktop to QuickBooks Online. It evaluates the current accounting configuration, inventory and cost structure, and integration considerations with Katana — ensuring accounting and operational systems work together before migration begins.

Who it’s for

Manufacturers operating on QuickBooks Desktop who are evaluating or planning a move to QuickBooks Online while using or implementing Katana.

Why it’s useful with Katana

Accounting structure directly impacts inventory valuation, cost tracking, and reporting accuracy inside Katana. When migrating from Desktop to Online, chart of accounts structure, item setup, and inventory treatment must be reviewed carefully. This solution focuses on structured discovery and alignment so both systems work together properly — reducing risk and avoiding reporting disruption before migration begins.

How it works

1. Review current QuickBooks Desktop configuration
2. Assess inventory and cost structure
3. Evaluate desired QuickBooks Online setup
4. Identify integration considerations with Katana
5. Define scope and migration approach during planning session

How to get started

1. Book a discovery call
2. Participate in intake session to review configuration and requirements. 
3. Receive scoped proposal outlining deliverables, timeline, and dependencies.