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QuickBooks Desktop to Online Conversions (Part 2)
QuickBooks Desktop to Online Conversions (Part 2)
ratings:
Length:
50 minutes
Released:
Feb 8, 2024
Format:
Podcast episode
Description
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 Plans
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/uqapodcastQuickBooks Connect Conference:www.quickbooksconnect.comFirm of the Future: www.firmofthefuture.com
(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 Plans
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/uqapodcastQuickBooks Connect Conference:www.quickbooksconnect.comFirm of the Future: www.firmofthefuture.com
Released:
Feb 8, 2024
Format:
Podcast episode
Titles in the series (40)
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