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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)
Chapters
1. 154 | [Q&A] QBO Integrations, Cyber Security, and More (00:00:00)
2. Q1 - Cybersecurity and File Management (00:00:55)
3. Q2 - Toast Integrations (00:03:44)
4. Q3 - Quickbooks Ledger Plan (00:04:51)
5. Q4 - Setting Up a Small Practice (00:08:33)
6. Q5 - Switching Clients from Month to Month from Catch Up (00:09:50)
7. Q6 - Cleaning up Transactions in QBO (00:14:33)
8. Q7 - Locking Previous Years (00:16:05)
9. XeroCon Meetup (00:17:25)
10. Q8 - Matching Gusto Journal Entries (00:17:57)
11. Q9 - Square and QBO Integrations (00:19:06)
212 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)
Chapters
1. 154 | [Q&A] QBO Integrations, Cyber Security, and More (00:00:00)
2. Q1 - Cybersecurity and File Management (00:00:55)
3. Q2 - Toast Integrations (00:03:44)
4. Q3 - Quickbooks Ledger Plan (00:04:51)
5. Q4 - Setting Up a Small Practice (00:08:33)
6. Q5 - Switching Clients from Month to Month from Catch Up (00:09:50)
7. Q6 - Cleaning up Transactions in QBO (00:14:33)
8. Q7 - Locking Previous Years (00:16:05)
9. XeroCon Meetup (00:17:25)
10. Q8 - Matching Gusto Journal Entries (00:17:57)
11. Q9 - Square and QBO Integrations (00:19:06)
212 episodes
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