Both directions, properly planned
Platform switches fail when they are rushed. We validate balances, confirm feature parity (some features exist on only one platform), set a posting freeze and keep a parallel validation file until you are confident.
Know the trade-offs first
- Feature differences: some reports and workflows are platform-specific
- Pricing structures differ between Online and Desktop licenses
- Multi-user access and remote work need planning on Desktop
- Migration windows work best right after a clean month-end close