Clearing out Billable Expenses [5.14.25]

When you convert from desktop, one of the things you might need to address is a large amount of unbilled expenses that never was corrected in Desktop. Rachel and Dan will be joined by Shanna Quinn from East Orlando Bookkeeping to chat about the various ways to clean this up using a hidden tool in QBO or Saasant transaction to edit in bulk.

Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 
Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN 
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle 
Learn More about Saasant Transactions: https://snip.ly/saasant 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning QuickBooks - Your Way!!

00:00 Introduction and Welcome
00:21 Meet Shanna Quinn
00:49 Contractors and Profit First
03:52 Job Costing in QuickBooks Online
05:50 Challenges with QuickBooks Conversion
07:09 Managing Billable Expenses
11:37 QuickBooks Desktop vs. Online
23:54 Invoice Generation Issues
24:25 QuickBooks Online vs Desktop
25:14 Using Sasan for Transaction Modifications
25:59 Challenges with Inactive Elements
27:43 Exporting and Modifying Transactions
29:03 Handling Unbilled Costs
31:33 Batch Processing with Sasan
34:55 Converting QuickBooks Files
44:00 Future Projects and Training
46:28 Closing Remarks