QuickBooks Online vs Desktop: Why December Is the Perfect Time to Make the Switch
Thinking about switching to QuickBooks Online? December is your golden window.
If you’ve been considering moving from QuickBooks Desktop to QuickBooks Online (QBO), you’re not alone—and if you're searching “When is the best time to switch to QuickBooks Online?” or “How to switch from Desktop to QBO,” the answer is simple:
👉 December.
At DBR Bookkeeping, we help service-based business owners—coaches, consultants, contractors, and creatives—make the switch smoothly. And we tell every client: the best time to move is at the end of the year. Finish strong in Desktop and start fresh in QBO on January 1st.
Here’s why that timing is ideal—and how we can help.
Why Switching to QBO in December Makes Total Sense
✅ Start Fresh on Jan 1
Avoid messy mid-year conversions. Starting QBO on January 1 means clean books, no split-year data, and simple year-over-year comparisons.
✅ Close the Year Cleanly
Use your final Desktop reports for year-end tax prep—and never touch the old system again.
✅ Set Up New Systems for the New Year
Automate invoicing, track expenses in real-time, and finally ditch the backup drives.
✅ Get Support During the Slow Season
December is slower for many service-based businesses, making it the perfect time to get your systems in order before business ramps up again in January.
FAQ: Switching from Desktop to QuickBooks Online
Q: Will I lose my old Desktop data?
No. We’ll migrate your customers, vendors, accounts, and key transactions so you start fresh—with full history where needed.
Q: Can I wait until tax season is over to switch?
You can, but it's harder. January 1 is the cleanest time to begin, and you'll save time by not carrying over partial-year data.
Q: What if I need help setting everything up?
Dr. Bryan Raya, QuickBooks ProAdvisor, offers personalized migration support, training, and ongoing help to make your transition smooth and stress-free.
📞 Book a call with Dr. Bryan Raya now to plan your QBO migration before the new year.
🌐 Join the DBR Bookkeeping Online Community — Try it FREE for 7 days and get the guidance you need from pros who understand your business.
💸 Start your QuickBooks Online subscription with DBR Bookkeeping and receive a 15% lifetime discount.
December is your launchpad. Let’s start Doing Business Right in January.
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