We Moved QuickBooks to the Cloud – Lessons Learned from a Law Firm

QuickBooks for Law Firms – Lessons Learned in the Cloud

QuickBooks is one of the most recognized names in accounting software for every industry. Because it’s so well-known (not to mention reliable and its rich features), we’re certainly not surprised when law firms mention that they’d like to move their firm’s QuickBooks to the cloud. When it comes to QuickBooks for law firms, there are certain goals mentioned by lawyers during our discussions:

  • They want the ability to use QuickBooks from anywhere.
  • They don’t want to lose functionality they rely on (which for many law firms, they would if they were to switch to the web-based QuickBooks Online—more on this shortly).
  • They want a more reliable IT platform for QuickBooks (and in many cases: for all of the other software their law firm uses).
  • The best possible data security.

It’s important to take a moment to talk about functionality. It’s certainly no secret that there’s an online version of QuickBooks that can be used. While it certainly creates the ability to use the program from anywhere, this version of QuickBooks for law firms results in fewer features.

Law firms want and need all of the features found in the desktop version. So, this is why moving QuickBooks Professional (the desktop version) to the cloud becomes a serious need.

Law firms need both the functionality of the more feature-rich QuickBooks Professional, but the mobility, security and reliability of the cloud. In other words: Law firms want their cake and eat it too.

Can QuickBooks for law firms be moved to the cloud? Should it be moved? What’s it really like for a law firm to go through the process? We’re going to answer those questions and more in this article.

Let’s get started.

Can You Move QuickBooks for Law Firms to the Cloud?

Yes, you can move the full, desktop version (meaning no loss of features) of QuickBooks for law firms to the cloud. Again, we’re not referencing the already-existing browser-based version of QuickBooks. We mean QuickBooks Professional: the full version that is installed either to a computer hard drive or a physical server within the law firm.

This is accomplished by moving QuickBooks to something known as a private cloud. A private cloud is a fully hosted IT platform that replaces your physical server because it does the same job (but with more reliability).

A private cloud hosts your software, your documents, your email, your data, and anything else you’d like to store on it. Since there’s no need to have a physical server, it also drastically reduces IT expenses. Private clouds are fully managed by an expert team whose job it is to protect the information on the cloud and keep everything accessible for your law firm.

Related: Private Cloud – A Primer for Law Firms

Should You Move QuickBooks for Law Firms to the Cloud?

For most law firms, regardless of size, the answer is: yes.

There are several impressive benefits for hosting QuickBooks on the cloud. Here are a few of our favorites:

  • QuickBooks for law firms becomes 100% mobile and accessible form anywhere, while keeping the full functionality of QuickBooks Professional. You can access your data from anywhere at any time as long as you have a way to connect to the Internet.
  • QuickBooks and all other software relied on by your law firm is updated and maintained for you. That is: As you receive updates to QuickBooks (sometimes necessitating an update to your QuickBooks company file), the update process is managed for you.
  • Employees of the law firm get all of the support they need for QuickBooks for law firms (as well as all other software used by the firm).
  • Better data security than a physical server.
  • Less IT-related stress since there’s no worrying about paying for physical servers or upgrades, downtime, or other IT issues.

Migrating QuickBooks for Law Firms to the Cloud

Moving to the cloud can be a scary experience for law firms. While the migration process for QuickBooks for law firms to a private cloud will vary depending on the company you choose, we’re going to share our migration process with you.

Call it a gold standard.

  • We start the discovery process. During the discovery process, we are learning about your law firm’s current technological environment. We want to know the name of every application used as well as the version of each application. This helps us determine if there are any additional steps that need to be taken in the future to ensure a smooth transition for you.
  • We make a comprehensive transition plan. We create a migration plan. Before we finalize this plan, we talk with you to ensure that we’ve chosen the right timeframe and that you’re comfortable with everything. Communication is truly key to a successful migration of QuickBooks to the cloud.
  • We build your private cloud. We build your private cloud to host QuickBooks as well as all of your other applications and data.
  • The data collection process begins. We use a systematic and transparent process to collect your data and move it to your new private cloud.
  • We help you transition from on-premise to cloud use. This is launch day! We execute a virtually seamless transition to help you move from on-premise applications to cloud-based.
  • We provide training for all law firm employees. We know change can be harder for some people than others. We provide training for all law firm employees. Our goal is to make sure that everyone in the firm feels totally comfortable using the new platform and can find what they need when they need it.
  • We provide on-going support. We don’t just disappear after that. We’re always available to provide support for anyone on your team whether they need help with the cloud itself, QuickBooks for law firms, or their computer.

Should You Choose Just Any Private Cloud Provider?

There are a lot of private cloud providers out there. It’s certainly understandable to think that all providers are created equal.

They’re not.

Look for a private cloud provider that is designed for the legal industry. General cloud providers may not have the data security, uptime, or the on-going support that you need as a law firm. They also might have any actual experience moving QuickBooks to the cloud.

When you choose a private cloud provider designed for the legal industry, you’re getting up-to-date data security that complies with current legal industry standards. You’re also getting experienced professionals who understand how to properly build a private cloud that can host QuickBooks and everything else your law firm uses.

Related: Raising the Bar – 25 Things to Ask Your Legal Private Cloud Provider

From the Perspective of a Law Firm

Alright, you’ve read our take on moving QuickBooks for law firms to the cloud. We know you’re still wondering what the process is really like from the perspective of a law firm.

We’ve worked with dozens of law firms to move QuickBooks to a private cloud. They’ve used QuickBooks for years and had absolutely no interest in changing products. They had a history of using a physical server that was serviced by an IT company in their area. And they were tired of dealing with the headaches that came along with the server. Like many others, they also wanted to spend less time in the office while still being able to access QuickBooks (and they didn’t want to lose any of the features in the desktop version of the program). They chose Uptime Practice, our private cloud designed exclusively for the legal industry, to host QuickBooks and the rest of their applications.

Here’s their feedback and experience from a publicly posted review:

Related: All Uptime Legal Reviews on Google

Closing the Loop

Moving QuickBooks for law firms is totally possible, but it’s a better experience when you partner with an experienced and dedicated private cloud server provider who works exclusively within the legal industry.

Learn More

Ready to learn more about how cloud computing can benefit your law firm? Contact us. We are happy to answer any questions you have!

About the Author: Robin Bull
Robin Bull holds a BS in Paralegal Studies. She graduated from Kaplan University in 2008, Summa Cum Laude. Robin is the former Program Director of Paralegal Studies for Vatterott College in Oklahoma City, Oklahoma. She has more than 15 total years of experience in bankruptcy, family law, personal injury law, and real estate law. Robin is a full time legal writer, editor, and social media manager. She resides in Oklahoma City with her husband, Danny, three dogs, and one cat.

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