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154 | [Q&A] QBO Integrations, Cyber Security, and More
Manage episode 425948807 series 3357763
On Epsisode 154 I’m sharing another Q&A from the archives!
You’ll hear me answer questions and jam on topics like:
- Cybersecurity
- Setting up a small practice
- switching clients from month to month from a catch up
- the importance of locking previous periods (are you doing this for your clients?!)
- various integration discussions, and
- the possibility of planning a XeroCon Meetup
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:
- Review the podcast on Apple >
- Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
- Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
Chapitres
1. 154 | [Q&A] QBO Integrations, Cyber Security, and More (00:00:00)
2. Q1 - Cybersecurity and File Management (00:03:03)
3. Q2 - Toast Integrations (00:05:52)
4. Q3 - Quickbooks Ledger Plan (00:06:59)
5. Q4 - Setting Up a Small Practice (00:10:41)
6. Q5 - Switching Clients from Month to Month from Catch Up (00:11:58)
7. Q6 - Cleaning up Transactions in QBO (00:16:41)
8. Q7 - Locking Previous Years (00:18:13)
9. XeroCon Meetup (00:19:33)
10. Q8 - Matching Gusto Journal Entries (00:20:05)
11. Q9 - Square and QBO Integrations (00:21:14)
172 episodes
Manage episode 425948807 series 3357763
On Epsisode 154 I’m sharing another Q&A from the archives!
You’ll hear me answer questions and jam on topics like:
- Cybersecurity
- Setting up a small practice
- switching clients from month to month from a catch up
- the importance of locking previous periods (are you doing this for your clients?!)
- various integration discussions, and
- the possibility of planning a XeroCon Meetup
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on LinkedIn: Linkedin.com/in/SerenaShoup
- Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:
- Review the podcast on Apple >
- Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
- Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
Chapitres
1. 154 | [Q&A] QBO Integrations, Cyber Security, and More (00:00:00)
2. Q1 - Cybersecurity and File Management (00:03:03)
3. Q2 - Toast Integrations (00:05:52)
4. Q3 - Quickbooks Ledger Plan (00:06:59)
5. Q4 - Setting Up a Small Practice (00:10:41)
6. Q5 - Switching Clients from Month to Month from Catch Up (00:11:58)
7. Q6 - Cleaning up Transactions in QBO (00:16:41)
8. Q7 - Locking Previous Years (00:18:13)
9. XeroCon Meetup (00:19:33)
10. Q8 - Matching Gusto Journal Entries (00:20:05)
11. Q9 - Square and QBO Integrations (00:21:14)
172 episodes
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