Reorganizing Your Lists in QBO

Unofficial QuickBooks Accountants Podcast

Το περιεχόμενο παρέχεται από το Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

8M ago 48:17

MP3•Αρχική οθόνη επεισοδίου

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.

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(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:

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

68 επεισόδια

#Tech #Business News #News #Hector Garcia & Alicia Pollock #Alicia Pollock #CPA.CITP #Hector Garcia #QuickBooks #Technology #Software #CPA #Accounting #Certified Public Accountant #Tax