The five signals
- Your file is approaching QBO’s practical size limits and performance is degrading
- You added a second (or tenth) entity and consolidation lives in spreadsheets
- Inventory complexity needs bins, lots or barcode workflows QBO can’t run
- More than a handful of users need simultaneous, role-based access
- Reporting demands outgrow QBO’s dimension tools
Plan the switch around your close
Pick a go-live right after a month-end close, freeze the old file, convert with validation reports, and run a parallel check before you commit. A migration is only as good as its rollback plan.