Avsnitt
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Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accounting conferences.
Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect
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
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(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:29) - Unexpected Bank Fees(06:04) - QuickBooks Payments and QSP Benefits(16:46) - New QuickBooks Features: Intuit Documents(23:24) - Google Drive and Dropbox Integration Plus Mobile Device Uploads(30:41) - Understanding the QR Code Workflow(36:25) - New QuickBooks Login Page and Speculations(39:00) - Challenges with QuickBooks Modernization(44:27) - Import Data Screen: Cosmetic Changes and Limitations(51:42) - Upcoming Events and Conferences
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This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand.
Sponsors
Fishbowl - https://uqb.promo/fishbowl
Melio - https://uqb.promo/melio
Practice Protect - https://uqb.promo/protect
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
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(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:32) - Exploring the Intuit Dome(02:17) - Intuit Dome's Cutting-Edge Technology(03:33) - Steve Ballmer and the Clippers(08:37) - Intuit's Branding and Future Vision(10:40) - More About the Uniqueness of the Venue(13:47) - Challenges and User Experiences(20:45) - Financial Insights and Naming Rights(28:33) - Final Intuit Dome Thoughts(32:42) - Upcoming Classes and Conferences(37:38) - Conclusion and Farewell
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Saknas det avsnitt?
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Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance tools and Intuit's renewed focus on international markets, offering valuable insights for QuickBooks users and accounting professionals alike.
Sponsors
MakersHub - https://uqb.promo/makershub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:27) - CEO's Statement and AI Strategy(02:45) - Intuit's Five Big Bets(05:28) - MailChimp's Growth and Strategy(07:57) - Mid-Market Strategy and Challenges(11:27) - Earnings Report Breakdown(24:56) - Turbo Tax Growth(32:31) - QuickBooks Online and Desktop Ecosystem(40:20) - Investor Insights and Future Projections(44:27) - Closing Remarks and Call to Action
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
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Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect conference, including changes to the registration process and potential shifts in attendee demographics.
Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:20) - QuickBooks Online Payroll Overview(05:54) - Intuit's Mid-Market Strategy(12:17) - Pros and Cons of Automated Payroll Taxes(20:56) - Implementation Details and User Guidance(32:30) - Accountant User Notifications(33:05) - Payroll Flexibility Suggestions(34:52) - Paychex vs. QuickBooks Payroll(39:19) - Pros and Cons of QBO Payroll(43:32) - Workforce App Features(53:45) - Upcoming Classes and Events(54:38) - Intuit Connect Conference
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck 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
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In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles. The hosts examine Intuit's AI initiatives like Intuit Assist and test some of the new AI features in QuickBooks Online, sharing their thoughts on the current state and future potential of AI in accounting. They emphasize the importance of accountants embracing AI while maintaining their value as human advisors and interpreters of financial data.
Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:13) - The Rise of ChatGPT(02:07) - AI Experiments in Accounting(03:28) - Challenges and Limitations of AI(07:00) - Training AI for Accounting(10:28) - Future of AI in QuickBooks(30:31) - Intuit Assist and AI Features(39:11) - Real-World Testing of AI(43:39) - 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 article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck 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/B0CXZB1R95
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This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They speculate on Intuit's motivations for introducing this feature, linking it to their acquisition of Credit Karma and the potential for generating revenue through loan commissions. Hector and Alicia emphasize the need for clear communication from Intuit about new features and encouraging users to check their settings to understand how this feature might affect their business interactions.
Sponsors
Bookkeeping Biz Workshops - https://uqb.promo/bbworkshop
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:40) - Exploring Credit Karma in QuickBooks Online(02:40) - Factoring vs. Customer Financing(03:58) - Details of the Financing Offer(07:03) - Fine Print and Terms(26:23) - Privacy Concerns and User Permissions(39:09) - Speculations and Future Implications(43:04) - Conclusion and Final Thoughts
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck 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/B0CXZB1R95
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Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to prepare future generations for financial literacy and accounting careers. The hosts conclude by emphasizing the importance of passing on financial knowledge to younger generations and promoting U.S.-based accounting talent, while also sharing updates about their own educational initiatives in the accounting field.
Sponsors
Client Hub- https://uqb.promo/clienthub
Melio - https://uqb.promo/melio
The Small Business Research Institute - https://uqb.promo/ceanow
(00:00) - Introduction and Wheel of Rants(02:05) - Outsourcing in the Accounting Industry(03:33) - Nearshoring and Global Labor Markets(07:41) - Economic Impact and Data Security(14:56) - Transparency in Outsourcing(18:53) - Trust, Responsibility, and Industry Changes(22:12) - Education Systems and Workforce Skills(29:56) - Financial Education Initiatives(31:43) - Call to Action: Educating the Next Generation(33:41) - Economic Implications and Future Challenges(35:07) - Closing Thoughts and Personal Updates
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck 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/B0CXZB1R95
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In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing feature and share their thoughts on how these tools could be improved or consolidated. They wrap up by mentioning upcoming events and conferences they'll be attending or hosting in the accounting industry.
Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:41) - Discussing the New PayPal Connector(04:05) - Challenges with PayPal Connector Iterations(09:13) - New Inventory Tools Announcement(10:31) - Understanding Inventory Variants(22:56) - Real-Time Inventory Count Tool(28:04) - Etsy Integration Launch(30:36) - Organizational Charts in QBO Payroll(33:23) - Small Business Payroll Systems(34:40) - User Permissions in QuickBooks(37:26) - Ship Engine Integration in QuickBooks(48:06) - Subscription Invoices in QuickBooks(55:05) - Upcoming Events and Conferences
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck 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/B0CXZB1R95
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This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accurate records for auditing purposes. The episode also covers recent updates to the feature, including paired transfers, and touches on how third-party apps like RightTool can enhance QuickBooks functionality.
Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow
(00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast (02:37) - Understanding the Banking Feeds(03:25) - The Love-Hate Relationship with Matching Bank Feeds(04:18) - How the Match Tool Works(05:39) - Advanced Matching Explained(07:04) - Handling Deposits and Payments(09:23) - Challenges with Matching and Reconciliation(20:43) - Date Ranges and Matching(27:13) - Resolve Differences Feature(33:15) - Paired Transfers and Their Benefits(41:10) - Final Thoughts and Upcoming Classes
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck 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/B0CXZB1R95
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This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. They analyze the implications of these changes for accountants and small businesses, noting that the price hikes seem designed to push users towards QuickBooks Online. They also touch on how accountants can prepare for and communicate these changes to clients, while Alicia mentions her upcoming book on converting from QuickBooks Desktop to Online as a timely resource.
Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:49) - QuickBooks Online Price Changes Breakdown(04:02) - New Pricing for QuickBooks Online Products(12:40) - QuickBooks Online Payroll Price Updates(14:25) - QuickBooks Desktop Price Increases(17:06) - Impact on QuickBooks Desktop Users(32:47) - ProAdvisor Bundle Benefits(34:02) - Enterprise Bundle and Mac Version(35:51) - QuickBooks Desktop Cleanup vs. Online(38:48) - Resellers and Pricing Challenges(41:23) - Desktop Payroll Price Increases(43:10) - Enhanced Payroll for Accountants(46:20) - ACH Payment Processing Fees(58:26) - New Book on Converting to QuickBooks Online
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck 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/B0CXZB1R95
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This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple Start, Essentials, Plus, and Advanced) in terms of available features and limitations. The episode concludes with a discussion on the need for improved reporting capabilities in QuickBooks Online Advanced and mentions some third-party apps that can enhance reporting functionality.
Sponsors
Melio - https://uqb.promo/melio
RightRev- https://uqb.promo/rightrev
Genwise - https://uqb.promo/genwise
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (05:12) - Understanding Tags in QuickBooks Online(12:23) - Challenges with Tags for Accountants(20:12) - Exploring Locations in QuickBooks Online(27:49) - Using Classes for Detailed Reporting(33:46) - Understanding Location Behavior in Invoices(35:25) - Default Classes for Products and Services(36:26) - Managing Customers and Projects(46:58) - The Power of Custom Fields in QuickBooks(51:19) - Advanced Custom Fields in QuickBooks Online(53:49) - Upcoming Features and Final Thoughts
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
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In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences and tease upcoming episodes on QuickBooks price changes and desktop updates. Additionally, Alicia reveals she's writing a new book on converting from QuickBooks Desktop to Online.
Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Makers Hub - https://uqb.promo/makershub
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:58) - Recap of Scaling New Heights Conference(03:04) - The Importance of Community in Conferences(04:22) - Comparing Different Conferences(08:00) - QuickBooks Online Desktop App Updates(09:59) - Backdating Paychecks in QuickBooks Online Payroll(15:56) - Introducing Split Billing in QuickBooks(28:03) - I-9 Employment Verification via Workforce Portal(30:07) - QuickBooks BillPay Elite for Accountants(34:25) - Upcoming QuickBooks Updates and Price Changes(35:46) - Final Thoughts and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
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In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare the app to using QuickBooks Online in a browser, noting the trade-offs in performance and functionality. Finally, they touch on the potential for an offline mode and the limitations of not being able to use browser extensions within the app.
Sponsors
Client Hub- https://uqb.promo/clienthub
G-Accon - https://uqb.promo/gaccon
Makers Hub - https://uqb.promo/makershub
(00:00) - Unofficial QuickBooks Accountants Podcast Episode 43(03:47) - Hector Role-Plays as Intuit Product Manager(04:47) - Exploring the Desktop View Feature(06:48) - Customizing the Navigation Experience(17:51) - Tabs and Multi-Window Functionality(23:52) - Keyboard Shortcuts and Menu Navigation(29:54) - Exploring the Navigation Bar(31:23) - Zooming Features and Their Benefits(33:54) - Multi-Instance and Split Screen Capabilities(41:18) - Addressing Speed and Offline Mode Concerns(46:39) - Browser Extensions and Their Limitations(49:15) - Upcoming Courses and Conferences(52:06) - Conclusion and Final Thoughts
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com -
In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on wellness alongside technical topics. The hosts also discuss the evolution of QuickBooks Connect into Intuit Connect and what that might signal about Intuit's ecosystem strategy going forward. Throughout the conversation, Hector and Alicia emphasize the value of these events for learning, networking, and gaining new perspectives to enhance one's accounting career.
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(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:20) - Upcoming Accounting Conferences Overview(06:18) - Alicia's Conference Experiences(15:19) - The Cost of Attending Conferences(17:31) - Scaling New Heights Conference(27:00) - Bridging the Gap Conference(34:10) - Shoutout to Vanessa Vasquez and Conferencia Fit(35:16) - Meta Consulting Academy Workshop(36:39) - USA Tax Convention(38:03) - AppyCamp: A Unique Conference for Educators(43:51) - ReFrame Conference Overview(48:00) - Intuit Connect(01:00:23) - The Future of QuickBooks and Intuit Ecosystem(01:04:10) - Digital CPA Conference and Final Thoughts
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com -
In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from. They also emphasize the importance of user feedback and suggest ways for Intuit to better engage with and compensate beta testers. Finally, they share their upcoming plans to attend and present at various accounting conferences and events.
Sponsors
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(00:00) - Introduction to the Wheel of Rants(02:21) - QuickBooks Online Version Control Issues(06:43) - Intuit's Lean Startup Approach(17:23) - Impact on QuickBooks Users(26:06) - Developer Challenges with QuickBooks(31:21) - Reviving QuickBooks Labs(33:10) - Proposed Solutions for QuickBooks(34:35) - The Importance of User Feedback(40:42) - Paid Beta Testers and User Compensation(46:27) - Upcoming Conferences and Events(50:04) - Wrap Up and Future Plans
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com -
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with inventory and agriculture software, using items in bank feed transactions, and bulk editing of categorized transactions. Hector and Alicia also talk about Intuit's new weekly "In the Know" content hub and additional updates like customer invoice reminders, invoicing via text, and journal entry batch imports.
Sponsors
Client Hub- https://uqb.promo/clienthub
Blue Onion - https://uqb.promo/blueonion
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:37) - QuickBooks Desktop Payroll Phase-Out Details(07:49) - New Integrations and Partnerships(11:31) - Recertification Season for ProAdvisors(13:56) - QuickBooks Live Strategy and Expert Assist(17:05) - QuickBooks Bill Pay (25:24) - Granular Permissions for QuickBooks Online Accountants(28:50) - Introduction to Intuit's Acronyms(29:04) - New Features in QuickBooks Bank Feeds(30:26) - Splitting Transactions and Sales Receipts(33:29) - Bulk Reclassification and Categorization(36:17) - In The Know Hub and QuickBooks Updates(39:03) - Customer Reminders and Text Message Invoicing(40:55) - Controversial QuickBooks Checking Fees(44:11) - Upcoming Time Tracking Features(44:42) - What's New With Hector and Alicia and Thanks for Listening
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccounting -
In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its streamlined interface. Additionally, Hector shares insights from his recent videos focused on QuickBooks Online for construction and project-based accounting needs.
Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Blue Onion - https://uqb.promo/blueonion
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast(02:20) - Recent Bug Fixes in Reports(04:51) - Enhancements in Modern Reports(07:52) - Custom Fields and Their Limitations(13:21) - Navigating Price Rules and Invoice Updates(17:32) - New Invoice Layout(18:51) - Unveiling New Features and User Interface Changes(30:36) - What Hector and Alicia Have Coming Up(31:52) - Thanks to All of Our Listeners
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccounting -
On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potential solutions such as client handling of time-sensitive filings, promoting extensions, deadline-based pricing, while also highlighting some benefits of annual deadlines. They conclude by promoting Alicia's upcoming QBO class and Hector's accounting conference.
Sponsors
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(00:00) - Introduction to the QuickBooks Accountants Podcast Rant Wheel(08:25) - Exploring Solutions to Tax Season Burnout(12:59) - The Benefits of Filing Extensions & Proactive Planning(25:22) - Closing Thoughts and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.com -
Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The hosts emphasize Intuit's engagement with user feedback, third-party app ecosystem, and efforts to foster community through events like QuickBooks Connect. Despite criticisms, they argue Intuit exhibits financial responsibility that will ensure QuickBooks' longevity, benefiting accountants who embrace change.
Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Harbor Compliance - https://uqb.promo/harbor
(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:29) - The Positive Impact of Intuit's People and Culture(05:43) - Reflecting on Intuit's Training and ProAdvisor Program(10:04) - The Power of Feedback and Community Engagement at Intuit(24:53) - A Closer Look at Intuit's Handling of Mailchimp and TSheets(28:42) - Exploring QuickBooks Time and Its Integration Challenges(29:31) - The Power of QuickBooks Time and Its Slow Rollout(34:28) - Accountant-Approved Apps and the Need for Verification(43:22) - QuickBooks Online: A User-Friendly Platform for Small Businesses(49:16) - The Future of QuickBooks: Cloud-Based Platforms and Financial Decisions(54:16) - Embracing Change and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.com -
In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a threat of competition. With thought-provoking perspectives from both sides, they explore the evolving dynamics between Intuit and the accounting community, offering insights into how professionals can adapt and thrive in this changing landscape.
Sponsors
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LiveFlow - https://uqb.promo/liveflow
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(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:04) - Exploring the New Service and Community Reactions(04:11) - Alicia's Perspective: The Bigger Picture and Industry Impact(11:59) - Dissecting the Technicalities and Future Implications(16:01) - The ProAdvisor Community and Intuit's Evolving Strategy(23:23) - Exploring Paid Support Options and ProAdvisor Involvement(25:22) - Analyzing the Financial Viability of QuickBooks Support Services(27:33) - Opportunities and Challenges in Training and Staffing(31:54) - The Impact of Intuit's Strategies on the Accounting Community(36:36) - Shareholder Perspectives vs. Ethical Considerations in Business Decisions(39:00) - The Future of Accounting Software and Professional Relationships(46:55) - Upcoming Events and Conferences for Accounting Professionals
Send your Questions/Comments (we could read/answer them on air) [email protected]
Links/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.com - Visa fler
