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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.
(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:51) - QuickBooks Payments Revenue Share Program(06:53) - Cost Allocation in Payroll(11:17) - New Recurring Payments Feature(14:07) - Setting Up Recurring Payments in QBO(17:34) - Customer Payment Options(19:13) - Benefits of PCI Compliance(22:06) - New ProAdvisor Training and Certification(26:06) - 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.
Send your Questions/Comments (we could read/answer them on air) [email protected]
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/B0CXZB1R95
Links/Apps Mentioned in this episode:Sign 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 (02:19) - Exploring Custom Report Builder Templates(05:22) - Visualizing Reports with Chart View(10:22) - Advanced Filtering and Boolean Logic(16:41) - Grouping and Subgrouping Data(20:40) - Leveraging More Columns for Detailed Insights(25:08) - Pivot Tables and Summary Reports(26:48) - Benefits of Pivot Tables(31:20) - General Options and Formatting(36:40) - Exporting and Sharing Reports(40:22) - Upcoming Classes and Events(43:08) - Conclusion and Final Thoughts -
Saknas det avsnitt?
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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 -
Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world examples and practical applications, this episode offers valuable insights for accountants looking to enhance their persuasion skills and communication effectiveness.
Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
interVal - https://uqb.promo/interval
Send your Questions/Comments (we could read/answer them on air) [email protected]Where to buy
Exactly What to Say
https://amzn.to/47xZzob
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) - Welcome to the Unofficial QuickBooks Accountants Podcast(00:48) - Exactly What to Say to Accountants(02:04) - Alicia's Experience with the Book(03:56) - Implementing the Book's Principles(09:07) - Key Principles from the Book(17:02) - Practical Applications and Examples(24:15) - Alicia's Email Example(31:16) - Wrapping Up and Final Thoughts -
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
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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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
https://www.earmark.app/onboarding
Download the Earmark CPE App
(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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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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Download the Earmark CPE App
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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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Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app -
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
Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Download the Earmark CPE App
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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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Download the Earmark CPE App
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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 - Visa fler
