QuickBooks Classes vs. Locations vs. Tags

Unofficial QuickBooks Accountants Podcast

Contenu fourni par Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

4M ago 56:25

MP3•Maison d'episode

This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.

Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(05:12) - Understanding Tags in QuickBooks Online
(12:23) - Challenges with Tags for Accountants
(20:12) - Exploring Locations in QuickBooks Online
(27:49) - Using Classes for Detailed Reporting
(33:46) - Understanding Location Behavior in Invoices
(35:25) - Default Classes for Products and Services
(36:26) - Managing Customers and Projects
(46:58) - The Power of Custom Fields in QuickBooks
(51:19) - Advanced Custom Fields in QuickBooks Online
(53:49) - Upcoming Features and Final Thoughts

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

64 episodes

#Tech #Business News #News #Hector Garcia & Alicia Pollock #Alicia Pollock #CPA.CITP #Hector Garcia #QuickBooks #Technology #Software #CPA #Accounting #Certified Public Accountant #Tax