QuickBooks Desktop support is narrowing for certain versions, creating an important decision point for businesses that still rely on the platform. The path you choose could affect your close process, financial reporting, operations, and risk exposure well beyond 2027.
Join Sorren and Intuit for a live webinar focused on what’s changing, what it means for your business, and how to plan your next steps with confidence.
Date: October 20, 2026
Time: 11:00 AM MT
Learning Objectives
- Understand the future of QuickBooks Desktop, the financial and operational costs of remaining on legacy systems, and why moving to the cloud now matters
- Explore how cloud accounting equips finance leaders to meet rising expectations — automation, real-time reporting, AI-enabled insights, and easier collaboration
- Preview what the transition requires, including platform options and how Sorren can help you move forward with confidence
Learning Outcomes
By the end of this session, participants will be able to:
- Articulate the financial and operational risk of remaining on QuickBooks Desktop and the case for moving now
- Identify the cloud capabilities — automation, real-time reporting, AI-enabled insights — that address today’s expectations
- Take a clear next step by connecting with a Sorren advisor to plan a supported transition
Meet Your Presenters
Charissa Schulte | Director, Sorren
Charissa Schulte is a Director at Sorren who helps startups and small businesses build strong financial foundations through accounting, payroll, and advisory services. She works with business owners from launch through growth, helping them implement scalable financial processes and make informed decisions with confidence.
Janelle Fox | Partner Solutions Engineer, Intuit
Janelle Fox is a Partner Solutions Engineer at Intuit with more than 20 years of experience in accounting, finance, and operations. She partners with accounting firms to improve efficiency, accelerate technology adoption, and support scalable growth through the Intuit ecosystem.
