QuickBooks Desktop to Online Conversions (Part 1)
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.
Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
- (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:
- 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
Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Host
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.