Meeting Title: Upwork Invoices and QuickBooks Sync Date: 2025-08-20 Meeting participants: Robert Tseng, Rico Rejoso
WEBVTT
1 00:05:19.480 ⇒ 00:05:20.480 Rico Rejoso: Hi, Robert.
2 00:05:22.280 ⇒ 00:05:23.339 Robert Tseng: Hey, Rico.
3 00:05:23.340 ⇒ 00:05:24.139 Rico Rejoso: How are you?
4 00:05:24.560 ⇒ 00:05:25.540 Robert Tseng: Good, how are you?
5 00:05:25.850 ⇒ 00:05:29.670 Rico Rejoso: Doing good. Sorry for the wait. I was restoring my videos.
6 00:05:29.950 ⇒ 00:05:35.000 Robert Tseng: All good. I’m just gonna record this,
7 00:05:39.220 ⇒ 00:05:40.910 Robert Tseng: Let’s see…
8 00:05:45.110 ⇒ 00:05:48.680 Robert Tseng: So, sharing my screen… okay, …
9 00:05:50.840 ⇒ 00:05:57.560 Robert Tseng: I mean, I don’t really know where to put this, necessarily, so… Finance…
10 00:05:57.880 ⇒ 00:06:00.410 Robert Tseng: We even have a finance, ops.
11 00:06:01.790 ⇒ 00:06:04.790 Robert Tseng: Ops Manual, maybe? Question mark?
12 00:06:05.510 ⇒ 00:06:12.130 Robert Tseng: Maybe I’ll just create a new doc. So, Upwork contract… Vandalaying.
13 00:06:13.620 ⇒ 00:06:15.169 Robert Tseng: Something like that.
14 00:06:15.890 ⇒ 00:06:22.750 Robert Tseng: Okay, so I’m trying to, like, understand what they actually need here. So, I mean, obviously here it’s kind of…
15 00:06:23.240 ⇒ 00:06:30.640 Robert Tseng: Just like… We have timesheets, we have reports, contract, history.
16 00:06:30.810 ⇒ 00:06:40.750 Robert Tseng: active contracts, like, I don’t know what she needs, necessarily, like… … Can we….
17 00:06:43.270 ⇒ 00:06:43.700 Rico Rejoso: Yes.
18 00:06:43.700 ⇒ 00:06:45.400 Robert Tseng: reset up. Yep.
19 00:06:46.120 ⇒ 00:06:52.409 Rico Rejoso: As per, Megan, the… I mean, she just needed the invoices from Upwork.
20 00:06:52.560 ⇒ 00:07:03.510 Rico Rejoso: just to record in QuickBooks, like, how much are we, you know, getting from either Spark or Governor Insomnia, and also the contracts. So those are, like, the two things that we need for book work.
21 00:07:05.300 ⇒ 00:07:12.270 Robert Tseng: Yeah, I mean, contract-wise, it’s just whatever’s here. I don’t think you can, like, really…
22 00:07:16.150 ⇒ 00:07:20.140 Robert Tseng: I’m pretty sure this is the cushion. I don’t think there’s anything more than that.
23 00:07:20.890 ⇒ 00:07:21.550 Robert Tseng: ….
24 00:07:27.630 ⇒ 00:07:31.040 Rico Rejoso: Look at my account work as well. Do I have, like, access for that?
25 00:07:33.190 ⇒ 00:07:34.340 Robert Tseng: Do we have what?
26 00:07:34.470 ⇒ 00:07:40.850 Rico Rejoso: I’m sorry, do I have access for that? Because I was also exploring uptorp, I wasn’t able to see that one.
27 00:07:41.180 ⇒ 00:07:43.270 Rico Rejoso: All the marketing analyst post.
28 00:07:45.330 ⇒ 00:07:48.739 Robert Tseng: Yeah, I mean, you should be able to, it’s just, like, sitting here.
29 00:07:49.400 ⇒ 00:08:03.139 Robert Tseng: I mean, like, for this, like, I just… it’s not like they’re paying… it’s… everything on Upwork is more or less hourly, so I’m just, like, come in here and… I mean, I… I know my cap, like, I’m just gonna need to backfill some of this stuff anyway.
30 00:08:03.620 ⇒ 00:08:06.380 Rico Rejoso: So, there’s supposed to be….
31 00:08:06.720 ⇒ 00:08:13.549 Robert Tseng: The amount is, like, what, it comes out to, like, 30 hours a week, so, I mean, it just…
32 00:08:16.230 ⇒ 00:08:18.830 Robert Tseng: I just… Dude.
33 00:08:18.980 ⇒ 00:08:20.549 Robert Tseng: I mean, I pretty much just…
34 00:08:20.740 ⇒ 00:08:22.699 Robert Tseng: Alright, I just do some time tracking.
35 00:08:23.490 ⇒ 00:08:24.520 Robert Tseng: ….
36 00:08:25.110 ⇒ 00:08:29.829 Rico Rejoso: So, on Upwork, we have, Sparkplug, Insomnia, and, Ellie, right?
37 00:08:30.540 ⇒ 00:08:37.899 Robert Tseng: No, Ellie is direct. I mean, as much as I can, I try to do direct, but sometimes they’ll just want to stay on Upwork, so we’ll just…
38 00:08:38.169 ⇒ 00:08:39.409 Robert Tseng: Stay out of war.
39 00:08:41.600 ⇒ 00:08:52.060 Robert Tseng: Okay, anyway, … Yeah, I mean… Invoices and stuff, like…
40 00:08:55.870 ⇒ 00:09:08.270 Robert Tseng: I don’t know, what is this? Weekly summary, billings and earnings… … Lifetime build… No, that’s not really… that’s…
41 00:09:11.780 ⇒ 00:09:13.570 Robert Tseng: Let’s see…
42 00:09:19.510 ⇒ 00:09:24.279 Robert Tseng: Yeah, this is not… it’s not really what she… invoices?
43 00:09:29.050 ⇒ 00:09:32.039 Robert Tseng: I guess, maybe this is what she’s looking for?
44 00:09:32.630 ⇒ 00:09:35.630 Robert Tseng: So I could send this to her, …
45 00:09:54.770 ⇒ 00:09:59.660 Robert Tseng: Yeah, Connect Upboard Invoices, QuickBooks…
46 00:10:04.320 ⇒ 00:10:11.279 Robert Tseng: I guess we could use… Zapier to take invoice data and push it in.
47 00:10:12.960 ⇒ 00:10:16.299 Robert Tseng: But, I mean, yeah, I wouldn’t… I feel like that’s not really…
48 00:10:16.480 ⇒ 00:10:20.580 Robert Tseng: that important. We don’t have that many contracts on here, so…
49 00:10:20.830 ⇒ 00:10:24.780 Robert Tseng: Okay, so it sounds like I will… I mean, when did…
50 00:10:25.240 ⇒ 00:10:30.230 Robert Tseng: Started from here, so from June onwards, Oops.
51 00:10:30.500 ⇒ 00:10:35.280 Robert Tseng: I will send this… to her.
52 00:10:36.000 ⇒ 00:10:37.639 Robert Tseng: Select download.
53 00:10:38.600 ⇒ 00:10:41.329 Robert Tseng: Let’s see, does that give me what I want?
54 00:10:44.700 ⇒ 00:10:52.080 Robert Tseng: So maybe the process is we just, like, come in here and get this export, Whoa.
55 00:10:52.660 ⇒ 00:10:53.810 Robert Tseng: That’s a lot.
56 00:10:54.650 ⇒ 00:11:01.529 Robert Tseng: … We just say from June onwards.
57 00:11:03.740 ⇒ 00:11:14.670 Robert Tseng: Because I think before that, it’s not really relevant at this point. So, from June onwards, we just kind of export every two weeks, and this is just… wow, yeah, this’ll have…
58 00:11:15.030 ⇒ 00:11:16.080 Robert Tseng: …
59 00:11:18.370 ⇒ 00:11:25.830 Robert Tseng: I think this has what she wants. It has the contract specifically tied to the clients, and it has the amount that we’re, …
60 00:11:26.430 ⇒ 00:11:32.840 Robert Tseng: invoicing, I guess, so… Okay, I feel like that’s… Probably good enough for her.
61 00:11:32.840 ⇒ 00:11:40.070 Rico Rejoso: Yeah, I think, the problem is, I don’t have access to that on my end. I tried to look at the transaction history.
62 00:11:40.250 ⇒ 00:11:44.079 Rico Rejoso: And it’s just showing a subscription and renewal charges.
63 00:11:45.680 ⇒ 00:11:54.360 Robert Tseng: Yeah, well, I don’t know, like, I feel like, yeah, Upwork… It should just be…
64 00:12:05.220 ⇒ 00:12:07.960 Robert Tseng: Oh, I see. Wait, I thought I…
65 00:12:09.290 ⇒ 00:12:15.029 Robert Tseng: Yeah, this is here. So you come in here, and then you just look at transactions and invoices.
66 00:12:15.870 ⇒ 00:12:21.389 Robert Tseng: It should be there. But, yeah, I mean, I don’t know, like, this is the same login I’m using, so….
67 00:12:21.970 ⇒ 00:12:24.600 Rico Rejoso: Yeah, let me just try to log in using your account.
68 00:12:25.830 ⇒ 00:12:29.880 Rico Rejoso: So, I need to verify through SMS.
69 00:12:32.750 ⇒ 00:12:39.209 Robert Tseng: Do you, … let me see if I can change that to different multi-factor.
70 00:12:40.190 ⇒ 00:12:41.790 Robert Tseng: …
71 00:12:50.210 ⇒ 00:12:52.029 Robert Tseng: Okay, let’s do that.
72 00:12:52.550 ⇒ 00:12:57.970 Robert Tseng: Let’s switch to… Boom, for me.
73 00:13:03.080 ⇒ 00:13:07.964 Robert Tseng: 56560… …
74 00:13:11.620 ⇒ 00:13:12.790 Robert Tseng: Okay…
75 00:13:32.420 ⇒ 00:13:33.790 Robert Tseng: Okay.
76 00:13:34.740 ⇒ 00:13:35.930 Robert Tseng: So…
77 00:13:41.590 ⇒ 00:13:42.540 Robert Tseng: Oops.
78 00:13:55.010 ⇒ 00:13:56.959 Robert Tseng: That was a mistake.
79 00:14:28.150 ⇒ 00:14:36.969 Robert Tseng: And I… seem to have… messed this up, because I haven’t saved twice.
80 00:14:38.490 ⇒ 00:14:39.225 Robert Tseng: …
81 00:14:42.240 ⇒ 00:14:43.010 Robert Tseng: Okay.
82 00:14:45.620 ⇒ 00:14:46.540 Robert Tseng: Unbelieve.
83 00:14:52.880 ⇒ 00:14:54.490 Robert Tseng: Great. Okay.
84 00:14:55.760 ⇒ 00:14:58.040 Robert Tseng: Believe networks.
85 00:15:09.220 ⇒ 00:15:11.539 Robert Tseng: Okay, cool, so hopefully that set it up.
86 00:15:12.000 ⇒ 00:15:18.710 Robert Tseng: Yeah, so if you want to just get that over to… or I can… I’ll send it over to her.
87 00:15:18.950 ⇒ 00:15:24.340 Robert Tseng: For now, and then… I guess in the future, you can… you can do that.
88 00:15:26.700 ⇒ 00:15:29.949 Rico Rejoso: Yep, … Try to load them.
89 00:16:10.430 ⇒ 00:16:11.520 Rico Rejoso: Yep, aside now.
90 00:16:11.630 ⇒ 00:16:13.130 Rico Rejoso: I can do it moving forward.
91 00:16:13.830 ⇒ 00:16:14.940 Robert Tseng: Okay, cool.
92 00:16:15.100 ⇒ 00:16:17.969 Robert Tseng: All right, well, I think that’s it then. Thanks, Rico.
93 00:16:18.360 ⇒ 00:16:19.750 Rico Rejoso: Thank you so much, Robert. Have a good one.
94 00:16:20.070 ⇒ 00:16:20.700 Robert Tseng: You too.