Quickbooks Desktop Data Migration

May 2014 - July 2014

As part of Intuit's major initiative to migrate QuickBooks desktop users to QuickBooks Online, I worked with 3 other designers on redesigning the data migration flow within the desktop product. The goal was to address low rates of subscription to QuickBooks Online and high volumes of customer calls. Since we were unable to improve the data migration backend, our designs had to account for technical limitations to achieve business goals.

Our designs reduced customer calls by 70% and increased QuickBooks Online subscription rates by 15%.


Original Designs

The biggest issue with the original design is that we set expectations incorrectly for data migration.

Original designs for data migration in QuickBooks Desktop

Original designs for data migration in QuickBooks Desktop

New User Flows

Another problem was that every user was put through the same data migration flow but one size doesn't fit all. So, we used user segments and data types to create use cases, which led to various flows specific to each user type.

Data migration flows based on user segmentation

Data migration flows based on user segmentation

Incorporating the New QuickBooks Online Design Style

We also wanted to incorporate QuickBooks Online's new design style to the QuickBooks Desktop app. We iterated through several concepts that incorporated this new design style and iterated through various flows that would recommend how users should migrate their data.

Visual and interaction design iteration on flow

Visual and interaction design iteration on flow

Final Designs

In our final designs, we created a guided experience that set appropriate expectations with customers and aligned  to the QuickBooks Online design style.

New data migration flow and designs

New data migration flow and designs