Unofficial QuickBooks Accountants Podcast

QuickBooks Desktop to Online Conversions (Part 2)

Listen Later

Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They also talk about common hurdles like inventory valuation changes and reordering of chart of accounts.

Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay


  • (00:00) - Unofficial QuickBooks Accountants Podcast Episode 24
  • (02:58) - Introduction to QuickBooks Desktop to Online Conversion
  • (03:33) - Understanding the Conversion Process
  • (04:27) - Challenges in Conversion: Audit Trail and File Size
  • (05:22) - Preparation for Conversion: File Size and Targets
  • (07:22) - Dealing with Large File Sizes: The Condense Utility
  • (13:14) - Pre-Conversion Checks: Running Comparison Reports
  • (19:20) - The Conversion Process: From QuickBooks Desktop to Online
  • (33:46) - Post-Conversion: Comparing Reports and Adjustments
  • (50:18) - Closing Remarks and Future Plans

    • 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
    View all episodesView all episodes
    Download on the App Store
    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT
    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    43 ratings

    More shows like Unofficial QuickBooks Accountants Podcast

    View all
    How I Built This with Guy Raz by Guy Raz | Wondery

    How I Built This with Guy Raz

    30,209 Listeners

    Optimal Health Daily - Fitness and Nutrition by Optimal Living Daily | Dr. Neal Malik

    Optimal Health Daily - Fitness and Nutrition

    687 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    425 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    332 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    261 Listeners

    The Unique CPA by Randy Crabtree, CPA

    The Unique CPA

    24 Listeners

    The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

    The Ambitious Bookkeeper Podcast

    62 Listeners

    Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

    Earmark Podcast | Earn Free Accounting CPE

    26 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    59 Listeners

    Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101 by Erika Millard

    Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

    56 Listeners

    UnAccountable! by UnAccountable

    UnAccountable!

    29 Listeners

    Bookkeepers On Fire with Deb & Donna by Deb Kilsheimer & Donna Reade

    Bookkeepers On Fire with Deb & Donna

    10 Listeners

    On The Books by Intuit

    On The Books

    4 Listeners

    Tax in Action: Practical Strategies for Tax Pros by Jeremy Wells, EA, CPA

    Tax in Action: Practical Strategies for Tax Pros

    14 Listeners

    She Counts by Questian Telka, EA & Nancy McClelland, CPA

    She Counts

    15 Listeners