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Reorganizing Your Lists in QBO

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Manage episode 406412247 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, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aims to help accountants and business owners optimize their QuickBooks Online experience by streamlining and customizing these crucial lists.

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


  • (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast!
  • (04:19) - Celebrating Six Months of Success and Growth
  • (07:41) - Diving Into QuickBooks Online: Fresh Start Cleanup Opportunities
  • (09:38) - Navigating the Chart of Accounts in QuickBooks Online
  • (23:55) - Understanding and Managing Recurring Transactions
  • (26:04) - Optimizing Products and Services for QuickBooks Online
  • (30:01) - Exploring the Nuances of Locations in QuickBooks Online
  • (34:43) - Maximizing the Use of Custom Form Styles
  • (43:36) - Setting Up Terms to Streamline Payments
  • (45:04) - Cleaning Up Classes and Locations for Better Organization
  • (48:16) - Leveraging Attachments for Better Record Keeping
  • (51:06) - Concluding Thoughts on QuickBooks Online List Management

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

Links/Apps Mentioned in this episode:
  continue reading

51 episodes

Artwork
iconShare
 
Manage episode 406412247 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, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aims to help accountants and business owners optimize their QuickBooks Online experience by streamlining and customizing these crucial lists.

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


  • (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast!
  • (04:19) - Celebrating Six Months of Success and Growth
  • (07:41) - Diving Into QuickBooks Online: Fresh Start Cleanup Opportunities
  • (09:38) - Navigating the Chart of Accounts in QuickBooks Online
  • (23:55) - Understanding and Managing Recurring Transactions
  • (26:04) - Optimizing Products and Services for QuickBooks Online
  • (30:01) - Exploring the Nuances of Locations in QuickBooks Online
  • (34:43) - Maximizing the Use of Custom Form Styles
  • (43:36) - Setting Up Terms to Streamline Payments
  • (45:04) - Cleaning Up Classes and Locations for Better Organization
  • (48:16) - Leveraging Attachments for Better Record Keeping
  • (51:06) - Concluding Thoughts on QuickBooks Online List Management

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

Links/Apps Mentioned in this episode:
  continue reading

51 episodes

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