What to do After Converting QuickBooks Desktop to Online
E25

What to do After Converting QuickBooks Desktop to Online

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.

  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (02:18) - Understanding Connected Services in QuickBooks
  • (05:30) - Handling Reconciliations Post Conversion
  • (14:02) - Setting Up New Users in QuickBooks Online
  • (27:19) - Managing Multiple AR and AP Accounts After Conversion
  • (29:48) - Understanding Unbilled Expenses
  • (37:51) - Sales Tax Conversion Challenges
  • (44:51) - Managing Projects and Subcustomers
  • (55:10) - 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:

Creators and Guests

Alicia Katz Pollock, MAT
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.
Hector Garcia, CPA
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.