Sign up to save your podcasts
Or
Share Concierge QuickBooks Online Setup Service
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Concierge QuickBooks Online Setup Service
In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing training and guidance tailored to the client's needs. The discussion highlights the value-added services advisors can offer beyond just migrating data to truly set clients up for success on the new platform.
Sponsors
Relay - https://uqb.promo/relay
ClientHub- https://uqb.promo/clienthub
- (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
Send your Questions/Comments (we could read/answer them on air) [email protected]
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
View all episodes
By Alicia Katz Pollock, MAT
4.8
4343 ratings
In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing training and guidance tailored to the client's needs. The discussion highlights the value-added services advisors can offer beyond just migrating data to truly set clients up for success on the new platform.
Sponsors
Relay - https://uqb.promo/relay
ClientHub- https://uqb.promo/clienthub
- (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
Send your Questions/Comments (we could read/answer them on air) [email protected]
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
More shows like Unofficial QuickBooks Accountants Podcast
View all
How I Built This with Guy Raz
30,215 Listeners
Optimal Health Daily - Fitness and Nutrition
686 Listeners
Tax Smart Real Estate Investors Podcast
425 Listeners
The Accounting Podcast
332 Listeners
Small Business Tax Savings Podcast
261 Listeners
The Unique CPA
24 Listeners
The Ambitious Bookkeeper Podcast
62 Listeners
Earmark Podcast | Earn Free Accounting CPE
26 Listeners
Jason On Firms Podcast
59 Listeners
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101
56 Listeners
UnAccountable!
29 Listeners
Bookkeepers On Fire with Deb & Donna
10 Listeners
On The Books
4 Listeners
Tax in Action: Practical Strategies for Tax Pros
14 Listeners
She Counts
15 Listeners