What to do After Converting QuickBooks Desktop to Online

Unofficial QuickBooks Accountants Podcast

Konten disediakan oleh Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

2M ago 57:03

MP3•Beranda episode

In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should take after the migration, such as re-connecting bank feeds, handling unbilled expenses, repeating reconciliations, and setting up the sales tax center. They also cover how to map over jobs and sub-customers to projects and re-setting user permissions in QuickBooks Online.

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:18) - Understanding Connected Services in QuickBooks
(05:30) - Handling Reconciliations Post Conversion
(14:02) - Setting Up New Users in QuickBooks Online
(27:19) - Managing Multiple AR and AP Accounts After Conversion
(29:48) - Understanding Unbilled Expenses
(37:51) - Sales Tax Conversion Challenges
(44:51) - Managing Projects and Subcustomers
(55:10) - Wrap Up and Remember to Subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

39 episode

#Tech #Business News #News #Hector Garcia & Alicia Pollock #Alicia Pollock #CPA.CITP #Hector Garcia #QuickBooks #Technology #Software #CPA #Accounting #Certified Public Accountant #Tax