Unofficial QuickBooks Accountants Podcast

Reorganizing Your Lists in QBO

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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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Client Hub- https://uqb.promo/clienthub
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Webgility- https://uqb.promo/webgility


  • (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) [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
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    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT
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