Concierge QuickBooks Online Setup Service

Concierge QuickBooks Online Setup Service

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.

  • (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

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Creators and Guests

Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Hector Garcia, CPA
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.