The QuickBooks Desktop Shift: What Every Business Needs to Know Before Year-End

QuickBooks Desktop support is narrowing for certain versions — and the choices you make before year-end could shape your close process, your reporting, and your risk exposure for years to come. Join Sorren and Intuit for a candid look at what's changing, what's at stake, and how to build a confident transition plan.

📅 October 20, 2026
🕐 11:00 AM MT
💻 Live Webinar

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Why This Webinar Matters Now

For businesses still running QuickBooks Desktop, this isn’t just a software update, it’s a strategic decision point. This session will help you build a clear plan for handling your finances in 2027.

You'll learn:

  • What's actually changing with QuickBooks Desktop, and what isn't
  • The financial and operational risks of staying on legacy systems too long
  • What QuickBooks Online and Intuit Enterprise Suite offer that Desktop doesn't
  • How to evaluate migration timing around your busy season, close process, and reporting needs
  • A clear, practical path to move forward without the guesswork

This session is designed for

Whether you’re actively planning a migration or just starting to ask questions, you’ll leave with a clear next step.

Controllers and CFOs currently running QuickBooks Desktop

Finance and accounting leaders evaluating whether to stay on Desktop or move to the cloud

Business owners weighing platform options for the year ahead

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.

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PROFILE

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.

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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

Real Results from a Real Transition

Save Your Seat

Don't Wait Until Year-End Deadlines Force Your Hand

Understand your options now, on your own timeline.

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