Reorganizing Your Lists in QBO

Reorganizing Your Lists in QBO

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.

  • (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

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Creators and Guests

Alicia Katz Pollock, MAT
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 is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Hector Garcia, CPA
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.