QuickBooks Desktop 2023 planning kit

QuickBooks Desktop Exit Prompt Kit

A 32-prompt library and worksheet package for owners and bookkeepers who need to inventory Desktop 2023 workflows, brief a professional, and plan next actions before service changes after May 31, 2026.

What is inside

32 prompts

Inventory, dependency mapping, backup planning, option comparison, provider questions, and verification planning.

Worksheets

Prompt index CSV, migration readiness worksheet, accountant/bookkeeper briefing template, and action plans.

Delivery bundle

PDF guide, markdown prompt library, editable templates, README, and source notes.

Sample prompt

You are helping me prepare for the QuickBooks Desktop 2023 service discontinuation after May 31, 2026. Use only the facts I provide. Do not provide accounting, tax, legal, payroll, banking, or compliance advice. Help me organize questions, evidence, and next actions for review with my bookkeeper, accountant, Intuit support, payroll provider, payment processor, or bank as relevant. Task: Separate my local company-file workflows from connected services and unknowns. Output: 1. Affected or possibly affected workflows 2. Evidence to collect before changing anything 3. Questions for the right professional or provider 4. Owner-safe next actions 5. Stop conditions
Important: This is an independent educational workflow aid, not an Intuit or QuickBooks product. It does not provide professional accounting, tax, legal, payroll, banking, or compliance advice. Consult qualified professionals and Intuit support before decisions.