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QuickBooks Certification with Greg Cullup

Episode Video

Weekly Sessions Featuring Greg Cullup

May 6, 2021 Beginners

During this episode Greg Cullup joins Matthew Fulton to answer questions from QB Community Live.

Show Notes

During this week's episode, I am joined by Greg Cullup of The Numbers Guy to answer questions asked by our group members and to discuss the QuickBooks ProAdvisor Certification Process.

Timeline:
Intro: 0:00
Greg Cullup Bio:
New Login issues with QuickBooks Online: 1:53
Duplicating Tabs in QuickBooks Online: 2:45
Recertification Process for ProAdvisors: 6:55
Tips and Tricks: 9:00

New Feature Review of QuickBooks Online:
Prep for Taxes: 12:40
Grouping Accounts for Tax Reporting: 18:45
Bank Feed FIltering: 21:00
Don't use AutoAdd 27:00

Month End Close:
Review Transactions without Payee Names: 27:00
Grouping Transactions in Bank Feeds: 31:00
Other Topics covered in Recertification: 32:30

Dialpad VOIP :
Text message with Clients: 34:15
What Dialpad looks like: 37:00

Handouts

 

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May 6, 2021

parkwayinc
parkwayinc
Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%. Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience. When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”