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How do you migrate from QuickBooks Desktop to QuickBooks Online?

Heather Johnson

Modified on: Thu, May 20, 2021 at 12:50 PM

We have a migration guide for moving from QuickBooks Desktop with the integration built-in to ConnectWise Manage to QuickBooks Online with Mobius. Check it out on our blog https://www.gozynta.com/blog/posts/qbd-migration/

How do I login to Gozynta Mobius for QuickBooks Online?
Is there information on the ConnectWise University?
How can I transfer non reimbursable expenses?
How do I use the "Taxes as Line Items" module?
How do I run a new batch?
How do I create an Invoice Batch?
How do I create an Expense Batch?
How do I create a new Inventory Batch
Enter Reimbursable Expenses as Bills feature
How will I know if someone pays in QuickBooks when I'm in ConnectWise PSA?
How do I review existing batches?
How do I check that my batch went into QuickBooks Online?
I made a mistake! I need that invoice back from QuickBooks! How do I do it?
How do I Disconnect Gozynta Mobius?
Can I see what GL Accounts are on my Invoice?
AutoSync Module
How to invoice using QuickBooks payments?
Why do Purchase Orders in ConnectWise PSA transfer as Bills in QuickBooks Online?
Improved data mappings for invoices
Improved data mappings for payments
Improved data mappings for expenses
Improved data mappings for inventory items
Improved error messages/error handling
Improved invoice details in QuickBooks Online
Platform improvements
Handling of Payments and Credit Memos
How do you migrate from WiseSync to Gozynta Mobius?
Feature Release - 9/15/2020: Gozynta Mobius for QuickBooks Online and ConnectWise PSA
Feature Release - 02/06/2019: Mobius Connect for QuickBooks Online and ConnectWise PSA

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