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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.
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QuickBooks Desktop to Online Conversions (Part 2)
Manage episode 399932716 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.
Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They also talk about common hurdles like inventory valuation changes and reordering of chart of accounts.
Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
- (00:00) - Unofficial QuickBooks Accountants Podcast Episode 24
- (02:58) - Introduction to QuickBooks Desktop to Online Conversion
- (03:33) - Understanding the Conversion Process
- (04:27) - Challenges in Conversion: Audit Trail and File Size
- (05:22) - Preparation for Conversion: File Size and Targets
- (07:22) - Dealing with Large File Sizes: The Condense Utility
- (13:14) - Pre-Conversion Checks: Running Comparison Reports
- (19:20) - The Conversion Process: From QuickBooks Desktop to Online
- (33:46) - Post-Conversion: Comparing Reports and Adjustments
- (50:18) - Closing Remarks and Future Plans
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
47 episodes
Share
Manage episode 399932716 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.
Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They also talk about common hurdles like inventory valuation changes and reordering of chart of accounts.
Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
- (00:00) - Unofficial QuickBooks Accountants Podcast Episode 24
- (02:58) - Introduction to QuickBooks Desktop to Online Conversion
- (03:33) - Understanding the Conversion Process
- (04:27) - Challenges in Conversion: Audit Trail and File Size
- (05:22) - Preparation for Conversion: File Size and Targets
- (07:22) - Dealing with Large File Sizes: The Condense Utility
- (13:14) - Pre-Conversion Checks: Running Comparison Reports
- (19:20) - The Conversion Process: From QuickBooks Desktop to Online
- (33:46) - Post-Conversion: Comparing Reports and Adjustments
- (50:18) - Closing Remarks and Future Plans
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
47 episodes
All episodes
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Similar to Unofficial QuickBooks Accountants Podcast
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Marc Fennell and a team of people far smarter than him (his words, not ours) take a fun deep dive into how technology is reshaping our lives.
…
continue reading
It's not just Google. This Week in Google hosts, Leo Laporte, Jeff Jarvis, and Paris Martineau, cover all of Big Tech every Wednesday. Listeners tune in for thought-provoking and entertaining conversations about AI, Internet memes, the future of media, and the latest emerging tech. You won't want to miss a minute. Records live every Wednesday at 5:00pm Eastern / 2:00pm Pacific / 21:00 UTC.
…
continue reading
Tempers fly as the newsmakers of the week face-off in this award-winning show. Anchored by Sanket Upadhyay, this weekly program has politicians battlling wits with a live audience.
…
continue reading
Join Larry Mantle weekdays for lively and in-depth discussions of Los Angeles and Southern California news, politics, science, entertainment, the arts and more. More AirTalk at www.kpcc.org.
…
continue reading
Windows Weekly is about more than Windows. Veteran Microsoft insiders Paul Thurrott and Richard Campbell join Leo for a deep dive into the most valuable company in the world. From consumer to enterprise, AI to Xbox, Windows Weekly is the only Microsoft podcast you'll ever need. Records live every Wednesday at 2:00pm Eastern / 11:00am Pacific / 18:00 UTC.
…
continue reading
Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry. Hosted by Zoe Thomas
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continue reading
Technical interviews about software topics.
…
continue reading
"OPB Politics Now" is a weekly podcast that takes a deep dive into the hottest political topics in Oregon and the Northwest. Every Friday, OPB’s political reporters and special guests offer in-depth analysis, discussion and insight into candidates, events and issues.
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continue reading
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