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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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What to do After Converting QuickBooks Desktop to Online

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Manage episode 401113609 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 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.

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


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (02:41) - Understanding Connected Services in QuickBooks
  • (05:53) - Handling Reconciliations Post Conversion
  • (14:25) - Setting Up New Users in QuickBooks Online
  • (27:42) - Managing Multiple AR and AP Accounts After Conversion
  • (30:11) - Understanding Unbilled Expenses
  • (38:13) - Sales Tax Conversion Challenges
  • (46:18) - Managing Projects and Subcustomers
  • (56:37) - 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:
  continue reading

51 episodes

Artwork
iconShare
 
Manage episode 401113609 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 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.

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


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (02:41) - Understanding Connected Services in QuickBooks
  • (05:53) - Handling Reconciliations Post Conversion
  • (14:25) - Setting Up New Users in QuickBooks Online
  • (27:42) - Managing Multiple AR and AP Accounts After Conversion
  • (30:11) - Understanding Unbilled Expenses
  • (38:13) - Sales Tax Conversion Challenges
  • (46:18) - Managing Projects and Subcustomers
  • (56:37) - 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:
  continue reading

51 episodes

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