When you convert from desktop, one of the things you might need to address is a large amount of unbilled expenses that never was corrected in Desktop. Rachel and Dan will be joined by Shanna Quinn from East Orlando Bookkeeping to chat about the various ways to clean this up using a hidden tool in QBO or Saasant transaction to edit in bulk. Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle Learn More about Saasant Transactions: https://snip.ly/saasant 
Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning QuickBooks - Your Way!!
00:00 Introduction and Welcome00:21 Meet Shanna Quinn00:49 Contractors and Profit First03:52 Job Costing in QuickBooks Online05:50 Challenges with QuickBooks Conversion07:09 Managing Billable Expenses11:37 QuickBooks Desktop vs. Online23:54 Invoice Generation Issues24:25 QuickBooks Online vs Desktop25:14 Using Sasan for Transaction Modifications25:59 Challenges with Inactive Elements27:43 Exporting and Modifying Transactions29:03 Handling Unbilled Costs31:33 Batch Processing with Sasan34:55 Converting QuickBooks Files44:00 Future Projects and Training46:28 Closing Remarks

Ver todos los episodios