Briefly describe a process that accountants can use to assist clients in moving from one QuickBooks Desktop version to the new version with minimal disruption to accountant and client business processes.
What will be an ideal response?
A proactive approach that some accountants use is to move all their clients to the next edition of QuickBooks at the same time. For example, after the 2019 QuickBooks edition is released in fall of 2019 and the accounting firm has thoroughly tested the new edition, the firm moves all clients to QuickBooks 2019 on January 1, 2019. This approach permits the accounting firm to test the new software for possible issues, install updates, and create workarounds before moving clients to the new edition. Since many clients are on a calendar year starting January 1, this timeline permits a nice cutoff. Also, this approach streamlines firm operations since now all clients and the firm are in sync, using the same version of QuickBooks.
If clients start moving to the new edition as soon as it is released, clients may encounter unexpected issues that the accounting firm has not had time to thoroughly investigate and resolve. Some firms even provide training for clients as they transition them to the new version, summarizing differences and new features to proactively prepare clients for what to expect. This can minimize client errors in working with the new version and save the firm from unexpected disruptions and surprises.
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What will be an ideal response?
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What will be an ideal response?
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Indicate whether the statement is true or false