Nancy Orben
Blue and Co. LLC Senior Manager
Cincinnati, Ohio, United States
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With over 25 years of experience, Nancy is a CPA who specializes in software consulting for wholesale distribution and manufacturing companies. Among her services are accounting and operations process reviews, software evaluation/selection, training, implementation, integration and data conversion. Nancy has worked with over 20 different accounting, inventory and manufacturing software products and loves to convert data. Nancy is certified in QuickBooks Desktop, QBO and Enterprise as well as several inventory software products. She has received these awards: Top 100 Insightful Accountant 2014-2018, 2020-2022 Top Desktop ProAdvisor 2017
Area of Expertise
Topics
Migrating QB Desktop document attachments to QBO
Previously migrated a QB desktop file to QBO or wanting to migrate one that has attachments? In this demonstration, Nancy Orben will walk through how to use Zed Systems to upload the document attachments. We will also demonstrate how to bulk upload new attachments to an existing QBO file.
Inventory Accounting Consulting for Overhead and Labor Costs
Manufacturers typically incorporate overhead and labor costs into their bill of materials, regardless of the costing system used. Companies typically do not have a system in place to calculate these costs or they do not update them frequently enough. We will go over some ways to evaluate a client's costs and help them develop overhead and labor rates for allocation. We will also discuss the accounting behind the overhead allocation and how to review the financials of a manufacturing company using overhead and labor allocation.
How to Solve Client Inventory Needs w/ QBO & an Inventory Software
John Bottoms will lead the group through potential solutions of inventory software selection questions as well as showcasing particular inventory features in software. Sample company scenarios and past experiences will be discussed to demonstrate feature requirements of certain types of businesses to assist attendees with future clients.
Converting Inventory Clients from QuickBooks Enterprise or Desktop to QBO + an IMS App
Nancy Orben will discuss what to look at in a QuickBooks file before converting to QBO and an IMS app. We will walk through the decision process in determining what data to convert and the best conversion process to use for the client's situation when converting from QuickBooks Enterprise or Desktop to QBO. Walk through the accounting data conversion process when not using Intuit's tool. We will wrap up with a discussion of how typical inventory addons load in various inventory data.
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