Reorganizing Your Lists in QBO

Unofficial QuickBooks Accountants Podcast

コンテンツは Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

2M ago 47:55

MP3•エピソードのホーム

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.

Sponsors
RightTool - https://righttool.app
Relay - https://uqb.promo/relay
Webgility- https://uqb.promo/webgility

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast!
(03:57) - Celebrating Six Months of Success and Growth
(07:19) - Diving Into QuickBooks Online: Fresh Start Cleanup Opportunities
(09:16) - Navigating the Chart of Accounts in QuickBooks Online
(23:33) - Understanding and Managing Recurring Transactions
(25:42) - Optimizing Products and Services for QuickBooks Online
(29:39) - Exploring the Nuances of Locations in QuickBooks Online
(34:21) - Maximizing the Use of Custom Form Styles
(43:14) - Setting Up Terms to Streamline Payments
(44:42) - Cleaning Up Classes and Locations for Better Organization
(47:54) - Leveraging Attachments for Better Record Keeping
(50:44) - 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