Your commission workflow will not survive the Desktop-to-Online migration on its own. The rep field gets demoted, the Sales by Rep report doesn't exist on the other side, and nobody warns you until the first month-end. The kit is the crossing plan: what to export before, what to map after, and an audit that proves your rep data made it.
What to pull out of Desktop while you still have it, and what to verify in QBO in week one. The exports cost nothing today and may be impossible once the Desktop machine is gone — new US Desktop licenses stopped selling in 2024, and Intuit retires a version every year (2023 support ended 2026-05-31; 2024 follows 2027-05-31).
After migration the field holds bare initials, linked to nothing. The worksheet rebuilds the connective tissue once, so every later step has something to stand on:
The part hands can't do at scale. Connect QuickBooks Online, upload the Desktop detail CSV from item 1, and the Replay Auditor's migration mode verifies — line by line — that rep attribution survived the crossing, before you trust a single statement.
Replay receipt so far: 183/183 replayed statements matched, across 15 real files.
Businesses mid-migration or freshly landed in QBO with a broken commission run — and the bookkeepers and ProAdvisors holding the bag for them. If you manage multiple client files through the same sunset, the checklist and worksheet are the same for every file; only the mapping changes.
The checklist and worksheet arrive by email and work on their own — no product required. The automated audit runs inside SalesRepFielder: 30-day trial, full product, no card. Firms: $12/client file/mo after that; direct SMB: $10/payee/mo. No platform fee.
Leave an email. The checklist and mapping worksheet ship to your inbox; your audit access comes with them. No sequence, no drip — the kit, then quiet.
Related: the full rep-field migration guide · SalesRepFielder vs Sales Cookie