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QuickBooks Desktop to Online Conversions (Part 1)

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Manage episode 398716620 series 3506007
Content provided by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss what does and doesn't convert when migrating from QuickBooks Desktop to QuickBooks Online, covering topics like attachments, budgets, inventory, payroll, price levels, progress invoicing, purchase orders, and assemblies. They explain the challenges involved in conversions, with costs ranging widely based on the complexity of the client's needs.

Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay


  • (00:00) - Welcome to the show
  • (04:13) - The Cost of Conversion: Real-life Examples
  • (05:23) - The Spectrum of Conversion Scenarios
  • (20:56) - The Complexities of Inventory Conversion
  • (27:19) - The Challenges of Multi-currency Conversion
  • (28:14) - Understanding the Conversion Process
  • (28:21) - The Challenges of Payroll Conversion
  • (30:14) - The Intricacies of Payroll Conversion
  • (38:01) - The Effect of Conversion on Customer and Vendor Details
  • (40:30) - The Complexities of Progress Invoicing
  • (47:02) - The Limitations of Assemblies in Conversion
  • (49:14) - Wrap up and stayed tuned for new episodes

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

Links/Apps Mentioned in this episode:
  continue reading

48 episodes

Artwork
iconShare
 
Manage episode 398716620 series 3506007
Content provided by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss what does and doesn't convert when migrating from QuickBooks Desktop to QuickBooks Online, covering topics like attachments, budgets, inventory, payroll, price levels, progress invoicing, purchase orders, and assemblies. They explain the challenges involved in conversions, with costs ranging widely based on the complexity of the client's needs.

Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay


  • (00:00) - Welcome to the show
  • (04:13) - The Cost of Conversion: Real-life Examples
  • (05:23) - The Spectrum of Conversion Scenarios
  • (20:56) - The Complexities of Inventory Conversion
  • (27:19) - The Challenges of Multi-currency Conversion
  • (28:14) - Understanding the Conversion Process
  • (28:21) - The Challenges of Payroll Conversion
  • (30:14) - The Intricacies of Payroll Conversion
  • (38:01) - The Effect of Conversion on Customer and Vendor Details
  • (40:30) - The Complexities of Progress Invoicing
  • (47:02) - The Limitations of Assemblies in Conversion
  • (49:14) - Wrap up and stayed tuned for new episodes

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

Links/Apps Mentioned in this episode:
  continue reading

48 episodes

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