Understanding Bank Feeds with Ledgersync
April 29, 2021
Benefits of Attending Industry Conferences
May 13, 2021
Episode
Weekly Sessions Featuring Greg Cullup
May 6, 2021 Beginners
During this episode Greg Cullup joins Matthew Fulton to answer questions from QB Community Live.
Speaker
Greg Cullup
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
Handout
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May 6, 2021
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!”