Step-wise Checklist to Host QuickBooks on the Cloud

Step-wise Checklist to Host QuickBooks on the Cloud

Hosting QuickBooks on the cloud is quite powerful and beneficial for businesses. But the first thing that often comes to mind is selecting the right QuickBooks hosting plan, which is not the right way to think about it. From deciding to make the transition towards cloud-hosted QuickBooks, there are several things you need to consider. 

It would help if you kept in mind that overlooking the right approach towards migrating QuickBooks to the cloud matters a lot. It can make all the difference between availing of cloud advantages and getting no benefits.

If you want to know the right approach for cloud transition, here is a 5-step checklist to migrate to QuickBooks cloud hosting:

1. Evaluate your needs properly

Underneath the decision to switch to a cloud-backed environment, you want to fulfill various business requirements. But what do you want to accomplish with this transition specifically? 

To set the right expectations, you must first realize your business needs. For example, you might want to benefit from the improved performance of QuickBooks via cloud servers or expect better data security. Similarly, it would help if you knew whether you would go with a shared or a dedicated server for organizational benefits.

All these specific details will take you a step further toward selecting the right cloud solution provider.

2. Look for a reputable cloud solution provider

Imagine if your business were the next big thing in your industry, something that your peers would look forward to. 

What do all such businesses have in common? First, they have a credible market reputation that eventually attracts the right kind of clients, and they do their best to maintain and even build the reputation further.

Think of approaching QuickBooks hosting providers in the same fashion. Look for the best ones, enlist them in a chart along with the benefits of their cloud solutions, and then make a thorough comparison. This will give you a good idea of the finer differences between their offerings as well as USP.

3. Select an appropriate QuickBooks hosting plan

Finalizing a QuickBooks hosting provider is one thing. But deciding on a specific hosting plan is the next step. So the question that matters at this point is – How can you go from selecting a hosting provider to purchasing a hosting plan? 

Contrary to popular belief, not all hosting plans are the same in terms of features or pricing. Irrespective of the cloud solution provider you select, each of these plans differs from the other in terms of the number of authorized users, computing resources (vRAM and virtual storage capacity), shared or dedicated server infrastructure, and similar others.

Each of these parameters has its unique importance. But, again, it would be best if you compare your business requirements with individual hosting plans.

4. Benefit from the free trial before finalizing a long-term plan

By this step, you will have finalized the cloud hosting provider and a hosting plan that fits well into your requirements. Still, whatever you have heard about the service provider or plan is just information documented for your perusal. 

What about the ground reality? How will you ensure that the selected cloud hosting provider is the one you would like to continue getting hosting services from?

The answer is that you can avail yourself of a free trial of QuickBooks hosting to understand better the actual cloud benefits for your business and the service quality offered. Once satisfied with the solution provided, you can sign a long-term contract with the chosen cloud provider.

5. Migrate QuickBooks software files and existing data to the cloud

  • Business needs assessment – checked
  • Cloud provider selection – checked
  • QuickBooks hosting plan selection – checked
  • Free trial availability – checked

Once you have all these items checked on your list, you can proceed with migrating the software files and QB data to a cloud server. At this step, you can ask for assistance from your cloud solution provider for efficient data migration. 

At Verito, we ensure a smooth transition to the cloud for all our clients and provide data migration assistance. Once the data is up and running on our cloud servers, it is accessible using the authorized login credentials.

Advantages of Switching to QuickBooks Cloud Hosting

The multifaceted advantages of hosting QuickBooks on the cloud include remote accessibility, data protection, backup, data recovery, and more. Another crucial advantage is that you will only pay for what you use, which is quite cost-effective compared to investing in scalable on-premise IT infrastructure. 

Book a free trial of our QuickBooks hosting solution today! Call us at 1-855-583-7486.

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