Unofficial QuickBooks Accountants Podcast

What to do After Converting QuickBooks Desktop to Online

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In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should take after the migration, such as re-connecting bank feeds, handling unbilled expenses, repeating reconciliations, and setting up the sales tax center. They also cover how to map over jobs and sub-customers to projects and re-setting user permissions in QuickBooks Online.

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  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (02:41) - Understanding Connected Services in QuickBooks
  • (05:53) - Handling Reconciliations Post Conversion
  • (14:25) - Setting Up New Users in QuickBooks Online
  • (27:42) - Managing Multiple AR and AP Accounts After Conversion
  • (30:11) - Understanding Unbilled Expenses
  • (38:13) - Sales Tax Conversion Challenges
  • (46:18) - Managing Projects and Subcustomers
  • (56:37) - Wrap Up and Remember to Subscribe

    • 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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