• 01.21.2025 - Best Practices for Transferring QB Data

  • 2025/01/21
  • 再生時間: 1 時間 2 分
  • ポッドキャスト

01.21.2025 - Best Practices for Transferring QB Data

  • サマリー

  • Join us for a session of tools to use move QuickBooks Online data to another QBO subscription

    CPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPE

    QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

    Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

    Register for upcoming webinars at https://www.qbpowerhour.com/

    00:00 Introduction to QB Power Hour
    00:25 Earning CPE Credits with Earmark App
    01:33 Casual Conversation and Updates
    04:13 Discussing QuickBooks Data Migration
    06:16 Presenters' Introductions
    07:51 Housekeeping and CPE Credit Details
    10:43 Considerations for Starting a New Subscription
    16:16 Challenges and Solutions in Data Migration
    25:58 Using QuickBooks Online Backup Service
    29:58 Chronobooks and QuickBooks Online Advanced
    30:36 Backup Service Details and Restore Points
    31:28 Transactional and List Data Backup
    32:32 API Functionality and Data Entitlements
    33:09 Payroll Backup and Financial Impact
    34:41 Backup and Restore Services Overview
    35:52 Challenges with Cloud Backups
    43:36 Third-Party Backup Applications
    48:15 Import Export Tools and Their Nuances
    53:12 Round Tripping: QuickBooks Online to Desktop
    56:27 Final Thoughts and Recommendations

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あらすじ・解説

Join us for a session of tools to use move QuickBooks Online data to another QBO subscription

CPE offered through Earmark - Check on the channel here: https://bit.ly/QBPHCPE

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Introduction to QB Power Hour
00:25 Earning CPE Credits with Earmark App
01:33 Casual Conversation and Updates
04:13 Discussing QuickBooks Data Migration
06:16 Presenters' Introductions
07:51 Housekeeping and CPE Credit Details
10:43 Considerations for Starting a New Subscription
16:16 Challenges and Solutions in Data Migration
25:58 Using QuickBooks Online Backup Service
29:58 Chronobooks and QuickBooks Online Advanced
30:36 Backup Service Details and Restore Points
31:28 Transactional and List Data Backup
32:32 API Functionality and Data Entitlements
33:09 Payroll Backup and Financial Impact
34:41 Backup and Restore Services Overview
35:52 Challenges with Cloud Backups
43:36 Third-Party Backup Applications
48:15 Import Export Tools and Their Nuances
53:12 Round Tripping: QuickBooks Online to Desktop
56:27 Final Thoughts and Recommendations

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