Scaling New Heights

Advanced Training for Accounting Professionals

What do you need to know about QuickBooks Online Payroll?

Speaker(s): MB Raimondi

QuickBooks Online Payroll has evolved over the years.  You need to know the offerings and which subscription level is right for which client.  This session will cover: 

  • Subscription Levels 
  • Setting up payroll 
  • Running payroll 
  • Troubleshooting 

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QuickBooks Desktop Migration – Part 1, Simple Conversions

Speaker(s): MB Raimondi

Many of our clients want to switch from QuickBooks Desktop to QuickBooks Online.  Hopefully they will turn to us for help.  Even if they don’t, if they have problems with the conversion, they’ll turn to us. That means, we need to understand the conversion process.  In this session we will cover a conversion for a service-based business.  Content will include: 

  • What needs to be done before the conversion 
  • How to convert a QuickBooks Desktop file to QuickBooks Online 
  • What needs to be done after the conversion 

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QuickBooks Desktop Migration – Part 2, Advanced Conversions

Speaker(s): MB Raimondi

Migrating a QuickBooks Desktop file to QuickBooks Online is a little more challenging with advanced features, such as inventory, payroll and sales tax, are used in the Desktop file.  This session will cover the following with advanced QuickBooks Desktop companies: 

  • What needs to be done before the conversion 
  • How to convert a QuickBooks Desktop file to QuickBooks Online 
  • What needs to be done after the conversion 

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Job Costing with QuickBooks Online

Speaker(s): MB Raimondi

Many clients want to be able to track revenue and expenses by job.  Your challenge is to determine what are the clients' needs and wants and figure out how to make it happen in QuickBooks Online. 

This session will cover the following: 

  • Job costing setup 
  • Tracking projected revenue/costs by jobs 
  • Tracking costs 
  • Tracking direct labor 
  • Invoicing 
  • Job cost reports 

 

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