Unofficial QuickBooks Accountants Podcast

Hector Garcia, CPA & Alicia Katz Pollock, MAT

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE. read less
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Episodes

QuickBooks Desktop to Online Conversions (Part 2)
Feb 8 2024
QuickBooks Desktop to Online Conversions (Part 2)
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.SponsorsRightTool - https://righttool.appRelay - https://uqb.promo/relayClientHub- https://uqb.promo/clienthub(00:00) - Unofficial QuickBooks Accountants Podcast Episode 24 (02:36) - Introduction to QuickBooks Desktop to Online Conversion (03:11) - Understanding the Conversion Process (04:05) - Challenges in Conversion: Audit Trail and File Size (05:00) - Preparation for Conversion: File Size and Targets (07:00) - Dealing with Large File Sizes: The Condense Utility (12:52) - Pre-Conversion Checks: Running Comparison Reports (18:58) - The Conversion Process: From QuickBooks Desktop to Online (33:17) - Post-Conversion: Comparing Reports and Adjustments (49:50) - Closing Remarks and Future PlansSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastQuickBooks Connect Conference:www.quickbooksconnect.comFirm of the Future: www.firmofthefuture.com
QuickBooks Online Introduces Chart of Accounts Templates
Oct 26 2023
QuickBooks Online Introduces Chart of Accounts Templates
Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.SponsorsLiveFlow - https://uqb.promo/liveflow Keeper - https://uqb.promo/keeper OnPay - https://uqb.promo/onpay(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (03:01) - Custom report builder(06:06) - Hector and Alicia walk through the new chart of accounts templates(14:31) - Applying the template(22:12) - Hector and Alicia tried it out(25:34) - Other actions you can take after creating the COA (26:29) - Please submit feedback to Intuit(27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode!Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastHector's Conference - Creative Business Models for Accountants:www.altaccountant.comQuickBooks Connect Conference:www.quickbooksconnect.comFirm of the Future: www.firmofthefuture.comThis podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.