Afleveringen
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Alicia is joined by guest co-host Margie Remmers-Davis to explore the latest QuickBooks Online updates, from major developments like the new Amazon seller integration to small but impactful changes like the ability to print bills. They discuss exciting improvements to payroll features, including inline PTO balances and class assignments, as well as developments in e-commerce integrations and Credit Karma financing options.
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
http://royl.ws/yearendhttp://royl.ws/QBO1099https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-Onlinehttps://royalwise.com/https://akadian.com/Sign up to Earmark to earn free CPE for listening to this podcast
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:49) - Margie's Background and Journey(05:19) - Biometric Logins and Modern Report View(07:12) - Add a Note in Modern Report View(09:59) - Payroll Updates and Enhancements(16:06) - E-commerce and Inventory Integrations(21:14) - PayPal Integration and App Transactions(24:45) - Limitations of Current System(25:47) - Exciting New Feature: Printing Bills(26:17) - Expense Claims and Bill Pay Updates(30:15) - QuickBooks Time Settings(33:45) - Financing Options with Credit Karma(44:05) - New Features and Updates Recap
https://www.earmark.app/onboarding -
Dan DeLong joins Alicia to explore QuickBooks Online's enhanced 1099 preparation tools, including the new automated "Let QuickBooks Prep for Me" wizard launching in 2025. They break down the critical components of 1099 compliance, discuss pricing changes, and share valuable tips for both manual and automated filing methods.
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:43) - Dan DeLong's Background and Experience(03:12) - The Importance of 1099s(04:58) - Complexities of 1099 Forms(09:22) - Gathering Recipient Information(11:36) - Using QuickBooks Online for 1099s(28:46) - Contractor Center in QuickBooks Online(32:48) - Introduction to 1099 Preparation(33:10) - New 1099 Wizard Features for 2025(34:34) - Manual vs Automated 1099 Preparation(36:40) - Cost and Billing for 1099 Services(41:28) - Step-by-Step 1099 Preparation Process(54:25) - Final Tips and Best Practices(57:30) - Upcoming Classes and Collaborations(01:00:58) - Conclusion and Closing Remarks
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendAlicia's QB Desktop to QBO Class https://learn.royalwise.com/visitor_catalog_class/show/1673087/Converting-QuickBooks-Desktop-to-QuickBooks-OnlineDan's schoolofbookkeeping.comDan's YouTube https://www.youtube.com/@schoolofbookkeeping/?sub_confirmation=1https://www.qbpowerhour.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Zijn er afleveringen die ontbreken?
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Alicia announces exciting changes to the podcast format, introducing four new regular co-hosts who will each lead specialized segments covering QuickBooks news, product deep dives, feature discoveries, and industry discussions. While beloved co-host Hector transitions to focus on his growing ventures with Reframe and RightTool, he'll continue to contribute quarterly updates on the Intuit Enterprise Suite. The new segmented format brings together industry veterans Matthew "Spot" Fulton, Dan DeLong, Margie Remmers-Davis, and Veronica Wasek, each bringing their unique expertise and perspectives to create more focused, in-depth content for listeners.
Connect with Matthew "Spot" Fulton
https://www.linkedin.com/in/parkwayinc
https://www.parkway.businessConnect with Margie Remmers-Davis
https://www.linkedin.com/in/margie-remmers
http://www.akadian.com/Connect with Dan DeLong
https://www.linkedin.com/in/dan-delong-9010b417
https://www.schoolofbookkeeping.com/Connect with Veronica Wasek
https://www.linkedin.com/in/veronicawasek
https://5minutebookkeeping.com/Connect with Alicia Katz Pollock
https://www.linkedin.com/in/aliciakatzpollock
https://royalwise.com/training-for-quickbooks/
Send your Questions/Comments (we could read/answer them on air) [email protected] -
Hector and Alicia explore Intuit's strategic positioning of Enterprise Suite as a mid-market solution distinct from QuickBooks Online Advanced. They break down the key features released in December 2024, including enhanced multi-entity reporting, construction-focused tools, and dimensional reporting capabilities. They discuss pricing considerations, feature limitations, and share their insights on Intuit's development roadmap for this new platform aimed at bridging the gap between small business accounting and full ERP systems.
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:26) - Introduction and New Developments in Intuit Enterprise Suite(03:58) - Positioning and Market Strategy(10:16) - Pricing and Multi-Entity Features(14:33) - New Features and Updates(20:23) - Construction-Focused Enhancements(23:49) - AI and Workflow Innovations(26:38) - User Permissions and Granular Controls(30:00) - Future Predictions and Final Thoughts(31:46) - Introduction to Multi-Entity Reporting(33:14) - Manual Eliminations Explained(37:07) - Challenges with Multi-Entity Management(40:36) - API and Integration Concerns(45:31) - Future Developments and Focus Areas(48:30) - Challenges and Recommendations for IES(56:18) - Conclusion and Upcoming Updates
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector’s RightTool: http://righttool.appIn the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Hector and Alicia dive into the latest QuickBooks updates from December 2024, including new ProAdvisor discounts for Bill Pay Manager and the rollout of Intuit Assist's AI-powered billing features. They explore the practical implications of these changes, with Hector raising important security considerations about the new email-to-bill functionality.
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:33) - QuickBooks Online Bill Pay Manager Updates(05:29) - ProConnect Tax Enhancements(07:27) - Intuit Assist and AI Features(20:14) - Future Developments and Features(21:13) - Firm of the Future Highlights(24:05) - Upcoming Events and Announcements(31:50) - Hector's Farewell and Podcast Transition
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector’s RightTool: http://righttool.appIn the Know replay: https://intuit.ondemand.goldcast.io/on-demand/d43891cb-8c38-495f-b8f1-ab1c78de7ac6Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
A major change is coming to QuickBooks Online as Intuit announces the deprecation of Tags, effective March 8th, 2025. Hector and Alicia dive deep into what this means for QBO users, exploring the limitations of custom fields as a replacement and identifying potential challenges during the transition. They discuss critical concerns including reporting capabilities, API access, bank feed integration, and the timing of this change during tax season, while also sharing insights into possible workarounds and opportunities for improvement.
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:44) - Official Announcement: Tags Discontinued(03:45) - History and Evolution of Tags(05:03) - Benefits and Limitations of Tags(08:29) - Potential Transition to Custom Fields(12:15) - What Will Happen to Tag Users(21:30) - Reporting and API Implications(26:49) - Migration of Tag Data: Key Questions(29:25) - Timing Concerns: Why During Tax Season?(32:21) - Potential Issues with Custom Fields in Bank Feeds(38:50) - Upcoming Events and Announcements(44:23) - Farewell and Future Plans for the Podcast
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Alicia’s 1099s in QBO Class, Jan 7 webinar + recording: http://royl.ws/QBO1099Alicia’s QBO Cleanup for Taxes Class, Jan 22 webinar + recording: http://royl.ws/yearendReframe 2025 Conference https://reframe2025.com/Hector’s RightTool: http://righttool.appSign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from generating custom sample files to automating complex tasks through always-on AI agents.
Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
Redmond Academy - https://uqb.promo/redmond
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:25) - Retail AI: Chatbots and Accessibility(02:03) - API-Based AI: Middleware and Integration(04:52) - Behind-the-Scenes AI: Machine Learning and Data Insights(06:25) - AI in Software Development(13:57) - AI Predictions for 2025(23:49) - Always-On AI and AI Agents(37:46) - Future of AI in Accounting Software(43:26) - Conclusion and Future Plans
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI functionality and revenue recognition tools, as well as broader organizational changes like transparent product roadmaps and feature testing. Along the way, they share insights about the evolving relationship between accountants and automation tools.
Sponsors
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
MediaBooks - https://uqb.promo/mediabooks
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:53) - Rethinking Pop-Ups(06:15) - QuickBooks Labs Revival(09:04) - Public Roadmap and Feedback Transparency(18:11) - Perfecting Autofill (23:03) - Turning Off AI Features(25:26) - Issues with Reporting Features(28:37) - Bringing Dimensions to QBO Advanced and Classes to QBO Essentials(35:03) - Final Wishlist Item(39:45) - What's New with Alicia and Hector
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her thorough exploration of the exhibition floor reveals Intuit's focus on automation, AI integration, and improved workflow management tools that will impact how accounting professionals work with QBO in the coming months.
Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
RoboDebit - https://uqb.promo/robodebit
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast(00:52) - Exploring Intuit Connect(02:20) - Innovations in Dashboards(05:00) - Payroll Enhancements(16:11) - Sales and Income Tax Updates(26:18) - New Features in QuickBooks Online for Accountants(29:17) - Bank Feeds and Transactions(33:45) - MailChimp Integration(37:31) - BillPay and AP Automation(47:28) - Conclusion and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools and standalone task capabilities to help accountants track work without switching to external apps.
Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:35) - ProAdvisor Academy Overview(06:08) - 1099 Enhancements in QuickBooks Online(12:13) - New Work Center in QBOA(17:42) - Conclusion and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Alicia’s Dec 17 Bootcamp: QuickBooks Online: From Setup to Tax Time - http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia explores the completely revamped ProAdvisor Academy, breaking down the new certification paths, training modules, and enhanced features available to QuickBooks ProAdvisors. She provides a detailed walkthrough of the six available certifications, including the new Intuit Bookkeeping certification, and explains how the point system ties into ProAdvisor benefits like premium support and third-party discounts. The episode offers valuable insights into test-taking strategies, certification requirements, and how to leverage the new Learn section to fill knowledge gaps without pursuing full certification.
Sponsors
Coefficient - https://uqb.promo/coefficient
MediaBooks - https://uqb.promo/mediabooks
Redmond Academy - https://uqb.promo/redmond
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:01) - Accessing ProAdvisor Academy(01:45) - ProAdvisor Academy Overview(02:33) - Foundation Certifications(03:41) - Intuit Bookkeeping Certification(10:32) - Certification Levels 1 and 2(20:17) - Desktop Certification(22:06) - ProAdvisor Academy Learn Section(22:53) - My History and Badges(29:31) - Conclusion and Final ThoughtsSend your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
ProAdvisor Academy: https://www.firmofthefuture.com/quickbooks-proadvisor/exploring-the-new-quickbooks-proadvisor-academy/Insightful Accountant deep dive article: https://insightfulaccountant.com/in-the-news/people-and-business/exploring-the-new-quickbooks-proadvisor-academy-certification-and-training-reinvented/Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whether Intuit's involvement will help or hinder small business compliance.
Sponsors
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
MediaBooks - https://uqb.promo/mediabooks
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:49) - Intuit's Feature Rollout Strategy(04:23) - ProAdvisor Academy Rebranding(09:33) - QuickBooks Live Expert Assisted Service(19:25) - Modern View Reports in QuickBooks(24:43) - Inactive Pay Items in QBO Payroll(32:32) - E-Signatures in QBO Payroll Elite(33:21) - Exploring Workforce Management Solutions(36:00) - Beneficial Ownership Information Reporting(38:36) - Challenges and Industry Reactions(40:04) - QuickBooks Live and BOI Services(48:26) - What's Going On With Hector and Alicia(54:37) - Final Thoughts and ReflectionsSend your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
QuickBooks Online new features and updates—November 2024, https://www.firmofthefuture.com/product-update/november-2024-mpu/Alicia’s QBO Advanced class on Nov 26, http://royl.ws/QBO-Advanced?affiliate=5393907Free virtual conference to prepare for QuickBooks Online Certification Level 1 in December: https://proadvisor.training.intuit.com/dec2024vcon/Hector’s Reframe conference and Exactly What to Say resources and trainings: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsSign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding -
Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the partnership between Intuit and accounting professionals.
Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Coefficient - https://uqb.promo/coefficient
Redmond Academy - https://uqb.promo/redmond
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Lean more about Alicia's QuickBooks Training http://learn.royalwise.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:08) - Keynote Speech Highlights(03:27) - The Impact of AI and Technology(05:03) - Intuit's Strategic Directions(11:27) - Addressing the Elephant in the Room(13:14) - Intuit and ProAdvisors Relationship(15:58) - Innovations in QuickBooks Live(28:35) - Future of Accounting and Technology(34:27) - Upcoming Classes and Final Thoughts
https://www.earmark.app/onboarding -
Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these changes mean for accounting professionals adapting to an AI-driven future.
Sponsors
Fishbowl - https://uqb.promo/fishbowl
Coefficient - https://uqb.promo/coefficient
Royalwise - http://royl.ws/uqapodcast
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Lean more about Alicia's QuickBooks Training http://learn.royalwise.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcast
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:53) - Reflections on Intuit Connect(01:28) - Keynote Highlights: Ted Callahan and Sasan Goodarzi(05:38) - The Future of Accounting: Embracing Change(10:06) - Leadership Advice from Sasan(16:23) - New Features Announced(22:19) - AI Innovations and Enhancements(31:40) - Reimagining QuickBooks Online for Accountants(42:29) - Wrap Up and What's New with Hector and Alicia
https://www.earmark.app/onboarding -
Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains the new recurring payments system that streamlines automated billing. The episode concludes with updates about ProAdvisor Academy and the transition to Credly for certification badges.
Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:51) - QuickBooks Payments Revenue Share Program(08:26) - Cost Allocation in Payroll(12:50) - New Recurring Payments Feature(15:40) - Setting Up Recurring Payments in QBO(20:50) - Customer Payment Options(24:04) - Benefits of PCI Compliance(26:57) - New ProAdvisor Training and Certification(30:57) - Upcoming Events and CoursesSend your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:https://intuit.ondemand.goldcast.io/on-demand/0c9af5fd-c588-445f-9651-0c64ba8a8c6dEnroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/ Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.app -
Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.
Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia’s 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:19) - Exploring Custom Report Builder Templates(05:22) - Visualizing Reports with Chart View(10:22) - Advanced Filtering and Boolean Logic(18:21) - Grouping and Subgrouping Data(22:20) - Leveraging More Columns for Detailed Insights(28:21) - Pivot Tables and Summary Reports(30:01) - Benefits of Pivot Tables(34:33) - General Options and Formatting(41:37) - Exporting and Sharing Reports(45:19) - Upcoming Classes and Events(48:05) - Conclusion and Final Thoughts -
Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.
Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Artiffex - https://uqb.promo/artiffex
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia’s 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
(00:00) - Introduction to QuickBooks Online October 2024 Updates(01:50) - Intuit Enterprise Suite: Pricing and Features(10:38) - W9 Management Module Enhancements(22:15) - AI-Powered Payroll Anomaly Detection(26:43) - HR Manager Role and Payroll Customizations(31:22) - Payroll Updates: Direct Deposit Changes(32:33) - Enhanced Payroll Cost Allocations(40:43) - Advanced Search in QuickBooks Online(48:03) - Recurring Payments and PCI Compliance(54:42) - ProConnect Tax Adjustments(57:29) - Upcoming Events and Conferences -
Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maintaining a positive outlook amidst industry evolution, emphasizing the importance of community and expert feedback in shaping QuickBooks' future.
Sponsors
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient
Mercury - https://uqb.promo/mercury
*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Hector’s Reframe Conference - https://www.reframe2024.com/Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia’s QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
(00:00) - Introduction and Overview(02:44) - The Evolution of Intuit and QuickBooks(04:37) - Transitioning from Desktop to Online(07:42) - The Role of Technology in Accounting(12:54) - Intuit's Community and Feedback(17:38) - New Course Announcement -
In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact for long-time QuickBooks Desktop users and consultants. Hector offers a candid and in-depth look at this pivotal moment in accounting software history.
Sponsors
Fishbowl - https://uqb.promo/fishbowl
Ignition - https://uqb.promo/ignition
Mercury - https://uqb.promo/mercury
*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Links/Apps Mentioned in this episode:Hector’s Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia’s QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
(00:00) - Introduction: The End of an Era(02:50) - Impact on Existing QuickBooks Desktop Users(04:42) - The Decline of QuickBooks Desktop(08:50) - Intuit Enterprise Suite: The Future of QuickBooks(12:27) - New Features and Updates in QuickBooks Desktop(26:18) - The Emotional Farewell to QuickBooks Desktop and Final Thoughts -
Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also speculate on pricing, integration with third-party apps, and how this new offering might reshape Intuit's relationship with solution providers and ProAdvisors.
Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval
Send your Questions/Comments (we could read/answer them on air) [email protected]Links/Apps Mentioned in this episode:
Firm of the Future Article - https://www.firmofthefuture.com/product-update/intuit-launches-new-solution-intuit-enterprise-suite/IES Terms and Conditions- https://www.intuit.com/legal/terms/en-us/enterprise-suite/online/In the Know Handouts - https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2FmqGQ9PvRSTuzxNO0gVbf_September%202024_InTheKnow_Handout.pdfIES Accountant's Showcase & Training - https://www.intuit.com/enterprise/accountant/?CID=ITK__US_IES__acct_webinar_Hector’s Reframe Conference - https://www.reframe2024.com/Hector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia’s QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast(00:27) - New Intuit Enterprise Suite(01:25) - Initial Reactions and Key Features(03:32) - Pricing Speculations and Customization(09:21) - Multi-Company Management and User Permissions(14:10) - Cross Entity Workflow Templates(22:30) - Advanced Reporting and Project Management(36:00) - AI and Integrations: Profitability Monitoring(46:52) - AI Forecasting(49:35) - Future Enhancements and Industry Customization(52:33) - Upcoming Events and Training - Laat meer zien
