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.
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- (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) ask@uqapodcast.com
Links/Apps Mentioned in this episode:
