May 6, 2021 Beginners
During this episode Greg Cullup joins Matthew Fulton to answer questions from QB Community Live.
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.
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
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May 6, 2021