This means Quickbooks Desktop typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts Quickbooks Desktop on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access Quickbooks Desktop. In this scenario, some people may say that Quickbooks Desktop runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

The Migration Specialist will need an Administrator username and password into Quickbooks Desktop in order to extract your data.

Because data is extracted from the Quickbooks Desktop database, the migration can be run from anywhere with access to a backup of the database.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

A member of the firm will need to complete a small spreadsheet mapping users from Quickbooks Desktop to users in the new system.