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May 13, 2021Episode
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