Concierge QuickBooks Online Setup Service
03/07/24 • 54 min
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
- (01:41) - Introduction to Concierge Setup
- (02:25) - The Importance of Desktop Migration
- (04:18) - Understanding the Limitations of QuickBooks Online
- (05:59) - Setting Up Bank Feeds
- (12:21) - The Power of QuickBooks Online's Multi-Dimensional Features
- (20:57) - Leveraging Receipt Management and Capture
- (24:20) - Setting Up Report Defaults
- (27:59) - Check Printing and Online Bill Pay
- (29:20) - Custom Fields in QuickBooks Desktop and Online
- (31:28) - Advantages of QuickBooks Online Advanced
- (35:55) - Recreating Custom Reports in QuickBooks Online
- (39:25) - Customizing the QuickBooks Online Interface
- (43:13) - Using Delayed Charges and Credits in QuickBooks Online
- (44:35) - Setting Up Budgets in QuickBooks Online
- (46:49) - Different Approaches to QuickBooks Online Implementation
- (50:34) - Post-Conversion Cleanup in QuickBooks Online
- (52:33) - 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
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
- (01:41) - Introduction to Concierge Setup
- (02:25) - The Importance of Desktop Migration
- (04:18) - Understanding the Limitations of QuickBooks Online
- (05:59) - Setting Up Bank Feeds
- (12:21) - The Power of QuickBooks Online's Multi-Dimensional Features
- (20:57) - Leveraging Receipt Management and Capture
- (24:20) - Setting Up Report Defaults
- (27:59) - Check Printing and Online Bill Pay
- (29:20) - Custom Fields in QuickBooks Desktop and Online
- (31:28) - Advantages of QuickBooks Online Advanced
- (35:55) - Recreating Custom Reports in QuickBooks Online
- (39:25) - Customizing the QuickBooks Online Interface
- (43:13) - Using Delayed Charges and Credits in QuickBooks Online
- (44:35) - Setting Up Budgets in QuickBooks Online
- (46:49) - Different Approaches to QuickBooks Online Implementation
- (50:34) - Post-Conversion Cleanup in QuickBooks Online
- (52:33) - 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
Previous Episode
Bank Feeds: The Good, the Bad, and the Wishlist
Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexibility with bank feed rules.
Sponsors
Client Hub- https://uqb.promo/clienthub
Webgility - https://uqb.promo/webgility
- (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
- (02:57) - 2024 Bank Feeds
- (04:15) - Improvements in CSV File Import
- (07:08) - Fixing Automatic Transfer Suggestions
- (07:49) - The Problem with Uncategorized Assets and Impact of Transfer
- (10:26) - The Demise of Uncategorized Assets
- (12:39) - The Role of Uncategorized Expenses
- (21:19) - The Need for Better Reclassification Tools
- (26:09) - Should QuickBooks Online Accountant Be a Paid Service?
- (37:14) - Wishlist for Future Bank Feed Features
- (46:46) - Wrap up and Thanks for Listening
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
Next Episode
Reorganizing Your Lists in QBO
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
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
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
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