154 | [Q&A] QBO Integrations, Cyber Security, and More

The Ambitious Bookkeeper Podcast

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On Epsisode 154 I’m sharing another Q&A from the archives!

You’ll hear me answer questions and jam on topics like:

• Cybersecurity
• Setting up a small practice
• switching clients from month to month from a catch up
• the importance of locking previous periods (are you doing this for your clients?!)
• various integration discussions, and
• the possibility of planning a XeroCon Meetup

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

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• Visit our website: ambitiousbookkeeper.com
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• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

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Hoofdstukken

1. 154 | [Q&A] QBO Integrations, Cyber Security, and More (00:00:00)

2. Q1 - Cybersecurity and File Management (00:03:03)

3. Q2 - Toast Integrations (00:05:52)

4. Q3 - Quickbooks Ledger Plan (00:06:59)

5. Q4 - Setting Up a Small Practice (00:10:41)

6. Q5 - Switching Clients from Month to Month from Catch Up (00:11:58)

7. Q6 - Cleaning up Transactions in QBO (00:16:41)

8. Q7 - Locking Previous Years (00:18:13)

9. XeroCon Meetup (00:19:33)

10. Q8 - Matching Gusto Journal Entries (00:20:05)

11. Q9 - Square and QBO Integrations (00:21:14)