Unofficial QuickBooks Accountants Podcast

Latest Episodes:

October QBO Updates: Revenue Share, Cost Allocation & Recurring Payments Oct 31, 2024

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 Courses

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

https://intuit.ondemand.goldcast.io/on-demand/0c9af5fd-c588-445f-9651-0c64ba8a8c6d
Enroll 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.com
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app

Modern Reports in QBO Advanced Oct 24, 2024

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) ask@uqapodcast.com

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=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia’s 1099 class: http://royl.ws/QBO1099
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Intuit Connect Conference www.quickbooksconnect.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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
(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

QuickBooks Online October 2024 Updates Oct 17, 2024

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) ask@uqapodcast.com

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=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia’s 1099 class: http://royl.ws/QBO1099
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Intuit Connect Conference www.quickbooksconnect.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

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(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

A New Dawn Oct 10, 2024

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) ask@uqapodcast.com

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=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
Intuit Connect Conference www.quickbooksconnect.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign 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

End of an Era Oct 03, 2024

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) ask@uqapodcast.com

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.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

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(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

Intuit Enterprise Suite - What We Know Sep 26, 2024

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) ask@uqapodcast.com

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.pdf
IES 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.app
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
Intuit Connect Conference www.quickbooksconnect.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign 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

Exactly What to Say to Accountants Sep 19, 2024

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) ask@uqapodcast.comWhere 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.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign 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

Misc. Musings on QuickBooks | Sept 2024 Sep 12, 2024

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) ask@uqapodcast.com

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.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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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

Intuit Dome Is the Future Sep 05, 2024

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) ask@uqapodcast.com

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.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

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

(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

Intuit's FY 2024 Earnings Aug 29, 2024

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) ask@uqapodcast.com

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.app
- Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
- Alicia’s QuickBooks Ledger Course - http://royl.ws/ledger
- Intuit Connect Conference www.quickbooksconnect.com
- Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
- The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
- QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

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

QBO Payroll Updates August 2024 Aug 22, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

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

Artificial Intelligence Part 1 Aug 15, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

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

QuickBooks Karma? Financing Your Estimates Aug 08, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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Outsourcing Overseas Aug 01, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

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

QBO New Features July 2024 Jul 25, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

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

Matching Bank Transactions Jul 18, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

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

QuickBooks Price Increase Jul 11, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

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

QuickBooks Classes vs. Locations vs. Tags Jul 04, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

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

QuickBooks June 2024 Updates Jun 27, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Sign 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
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Desktop App for QBO Jun 20, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Accounting Conferences Jun 13, 2024

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.

Sponsors
Client Hub- https://uqb.promo/clienthub
RightRev- https://uqb.promo/rightrev
Bean - https://uqb.promo/bean

(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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

Is QuickBooks in Beta? Jun 06, 2024

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
Client Hub- https://uqb.promo/clienthub
G-Accon - https://uqb.promo/gaccon
Bean - https://uqb.promo/bean

(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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com

QBO New Features May 2024 May 30, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting

A Deep Dive Into Bugs, Features and More May 23, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting

Tackling the Tax Deadline Madness May 16, 2024

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
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Melio - https://uqb.promo/melio

(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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com

What Intuit Gets Right May 09, 2024

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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com

QuickBooks Live Expert Assisted: A ProAdvisor’s Perspective May 02, 2024

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
Relay - https://uqb.promo/relay
LiveFlow - https://uqb.promo/liveflow
Settle - https://uqb.promo/settle

(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) ask@uqapodcast.com

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.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com

Mastering Journal Entries in QuickBooks Online Apr 25, 2024

In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and utilizing features like the reclassify transactions tool. The episode showcases the new journal entry import tool, explaining how to set up CSV files, map accounts, and overcome limitations, along with innovative uses like memo notes via zero-value entries. Whether you're an accountant, bookkeeper, or QuickBooks enthusiast, this episode enhances your understanding of journal entries and enhances efficiency in QuickBooks Online.

Sponsors
Client Hub- https://uqb.promo/clienthub
LiveFlow - https://uqb.promo/liveflow
Settle - https://uqb.promo/settle

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:53) - Introduction to Journal Entries in QuickBooks Online
(09:33) - The Complexities of Adjusting AR and AP in QuickBooks
(20:13) - Advanced Journal Entry Techniques for Job Costing and Class Allocation
(28:49) - When to Avoid Using Journal Entries
(29:33) - QuickBooks Online: Reclassify Transactions Feature
(30:34) - The Power and Limitations of QuickBooks Online Accountant
(35:36) - Navigating QuickBooks Online: Importing Journal Entries
(45:04) - Advanced QuickBooks Online Features: Adjusting Journal Entries
(49:35) - Upcoming Courses and Personal Updates
(51:45) - Reflections and Closing Thoughts

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Is QuickBooks Online Advanced a Worthwhile Investment for Your Business? Apr 18, 2024

In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing, and more. The discussion also touches on the transition from QuickBooks Desktop to the online advanced version, providing insights for accountants and small business owners considering the move.

Sponsors
Client Hub- https://uqb.promo/clienthub
LiveFlow - https://uqb.promo/liveflow
Harbor Compliance - https://uqb.promo/harbor

(00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
(03:35) - Price Comparison: QuickBooks Online Advanced vs. Plus
(05:50) - User Capacity: A Major Selling Point
(07:17) - Forecasting: Advanced Budgeting Features
(08:57) - Spreadsheet Sync: A Game-Changer for Budgeting
(20:28) - Alicia's Correction About this Feature
(22:49) - Batch Create Transactions
(26:33) - Custom User Permissions: A Work in Progress
(29:17) - Diving Into Report Customization and Limitations
(31:11) - Workflow Automation and Task Notifications: A Closer Look
(44:53) - QuickBooks Online Advanced Tech Support
(46:39) - A Few Additional Features Not Listed on QuickBooks.com

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

QuickBooks Online Interface Upgrades Apr 11, 2024

Hector and Alicia dive into the latest interface tweaks and small but impactful changes made to QuickBooks Online in the first quarter of 2024. From modernized reports with keyboard shortcuts and data source labeling to new refresh buttons and consistent font styles, they explore how these updates are enhancing the user experience for accounting professionals. They also discuss the future roadmap for QuickBooks Online's interface, including the potential for customizable settings and global preferences for accountants across client files.

Sponsors
Client Hub- https://uqb.promo/clienthub

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:12) - Diving Into QuickBooks Online's Latest Interface Tweaks
(02:28) - Exploring Modernized Reports in QuickBooks Online
(14:50) - The Evolution of QuickBooks Online's Bank Feeds
(19:35) - Enhancements in QuickBooks Online's Customer Detail Screen
(25:28) - New Features in QuickBooks Online's Expenses Tab and More
(32:53) - Final Thoughts and Future Hopes for QuickBooks Online
(34:45) - Wrapping Up with Personal Updates and Community Shoutouts

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Unveiling QuickBooks 2024 Roadmap Apr 04, 2024

Hector and Alicia break down the latest Firm of the Future article, covering upcoming innovations and new features Intuit has planned for QuickBooks Online in 2024. From enhanced user permissions to improved payroll processing, they analyze and provide their insights on these anticipated changes that could significantly impact accountants and businesses.

Sponsors
Client Hub - https://uqb.promo/clienthub

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:22) - Hector Found Some New QuickBooks Invoice Features
(07:02) - Exploring the Latest in Bank Feeds and Third-Party App Integrations
(08:59) - Intuit's Strategic Acquisition: What Does It Mean for QuickBooks?
(12:59) - Unpacking the Upcoming QuickBooks Innovations for 2024
(15:11) - Enhancements for Accountants: Role-Based Access and More
(23:09) - QuickBooks Online Advanced: New Features on the Horizon
(30:20) - Revolutionizing QuickBooks Online Payroll
(37:33) - Closing Thoughts and Remember to Subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Even More New March 2024 QBO Features Mar 28, 2024

Join Hector and Alicia as they explore QuickBooks Online's latest round of productivity enhancements for March 2024. Learn about the new 1099 correction functionality, batch payroll editing across employees, smarter bank feed transaction matching for payroll, and additional dashboard customization options. They also share insights on upcoming e-commerce integration improvements and the rollout of sequential approval workflows.

Sponsors
Client Hub- https://uqb.promo/clienthub

(00:00) - Unofficial QuickBooks Accountants Podcast
(03:19) - Welcome to the Show and a Listener Review!
(03:51) - Deep Dive into QuickBooks Online's New Features: 1099 Corrections and Payroll Enhancements
(07:25) - Exploring QuickBooks Online's Automatic Payroll Check Matching with Bank Feeds
(09:41) - Batch Editing Payroll Items: A Game-Changer for QuickBooks Users
(12:44) - Revolutionizing E-Commerce with QuickBooks Online
(18:13) - Sequential Approvals and Workflow Enhancements in QuickBooks Online Advanced
(23:31) - New Control for Accountants and KPI Insights in QuickBooks Online
(28:28) - Exploring New Health Insurance Options through QuickBooks Online Payroll
(31:28) - Alicia's and Hector's Updates and Thanks for Listening

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

QBO New Features: March 2024 Mar 21, 2024

In this episode, Hector and Alicia dive into the exciting new features and updates unveiled during QuickBooks' March 2024 "In the Know" webinar. They discuss the transformation of "Get Paid Upfront" into a line of credit offering, significant productivity enhancements to invoicing and navigation, and new integration partnerships with companies like Figured for agriculture. Additionally, they provide insights into the fine print and potential implications of these changes for QuickBooks users.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:53) - What We'll Cover Today
(05:43) - Exploring the Fine Print of QuickBooks' New Line of Credit
(12:11) - Navigating Between Invoices and Estimates
(21:17) - New Updates To Invoices
(24:21) - Adding Customer Reports to Invoices
(26:55) - Looking Ahead: New Features and Listener Reviews

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Reorganizing Your Lists in QBO Mar 14, 2024

In this episode, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aims to help accountants and business owners optimize their QuickBooks Online experience by streamlining and customizing these crucial lists.

Sponsors
Client Hub- https://uqb.promo/clienthub
Relay - https://uqb.promo/relay
Webgility- https://uqb.promo/webgility

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast!
(04:19) - Celebrating Six Months of Success and Growth
(07:41) - Diving Into QuickBooks Online: Fresh Start Cleanup Opportunities
(09:38) - Navigating the Chart of Accounts in QuickBooks Online
(23:55) - Understanding and Managing Recurring Transactions
(26:04) - Optimizing Products and Services for QuickBooks Online
(30:01) - Exploring the Nuances of Locations in QuickBooks Online
(34:43) - Maximizing the Use of Custom Form Styles
(43:36) - Setting Up Terms to Streamline Payments
(45:04) - Cleaning Up Classes and Locations for Better Organization
(48:16) - Leveraging Attachments for Better Record Keeping
(51:06) - Concluding Thoughts on QuickBooks Online List Management

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Concierge QuickBooks Online Setup Service Mar 07, 2024

In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing training and guidance tailored to the client's needs. The discussion highlights the value-added services advisors can offer beyond just migrating data to truly set clients up for success on the new platform.

Sponsors
Relay - https://uqb.promo/relay
ClientHub- https://uqb.promo/clienthub

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(01:41) - Introduction to Concierge Setup
(02:25) - The Importance of Desktop Migration
(04:18) - Understanding the Limitations of QuickBooks Online
(05:59) - Setting Up Bank Feeds
(12:21) - The Power of QuickBooks Online's Multi-Dimensional Features
(20:57) - Leveraging Receipt Management and Capture
(24:20) - Setting Up Report Defaults
(27:59) - Check Printing and Online Bill Pay
(29:20) - Custom Fields in QuickBooks Desktop and Online
(31:28) - Advantages of QuickBooks Online Advanced
(35:55) - Recreating Custom Reports in QuickBooks Online
(39:25) - Customizing the QuickBooks Online Interface
(43:13) - Using Delayed Charges and Credits in QuickBooks Online
(44:35) - Setting Up Budgets in QuickBooks Online
(46:49) - Different Approaches to QuickBooks Online Implementation
(50:34) - Post-Conversion Cleanup in QuickBooks Online
(52:33) - Wrap up and Remember to Subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

Bank Feeds: The Good, the Bad, and the Wishlist Feb 29, 2024

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexibility with bank feed rules.

Sponsors
Client Hub- https://uqb.promo/clienthub
Webgility - https://uqb.promo/webgility

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(02:57) - 2024 Bank Feeds
(04:15) - Improvements in CSV File Import
(07:08) - Fixing Automatic Transfer Suggestions
(07:49) - The Problem with Uncategorized Assets and Impact of Transfer
(10:26) - The Demise of Uncategorized Assets
(12:39) - The Role of Uncategorized Expenses
(21:19) - The Need for Better Reclassification Tools
(26:09) - Should QuickBooks Online Accountant Be a Paid Service?
(37:14) - Wishlist for Future Bank Feed Features
(46:46) - Wrap up and Thanks for Listening

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

QBO New Features: February 2024 Feb 22, 2024

Hector and Alicia discuss the new features released in February 2024 for QuickBooks Online. They go over enhancements to payroll, time tracking, bank feeds, tax return importing, and more. They also talk about upcoming changes to HR services and share what they are working on in their own businesses.

Sponsors
Client Hub- https://uqb.promo/clienthub

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:54) - New QuickBooks Online Features February 2024
(02:18) - Deep Dive into QuickBooks Online Payroll and QuickBooks Time
(08:40) - Share Documents in QuickBooks Online Payroll
(09:33) - Discussion on Intuit's HR Partners
(15:34) - Assinging Tasks with Custom Roles
(17:35) - We Finally Got Chase Bank Statements but We Lost Cashflow Projections
(22:43) - Updates on QuickBooks Online Bank Feeds
(28:40) - Small Update in ProConnect Tax
(30:32) - Thanks for Listening and What's Next For Hector and Alicia

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference www.quickbooksconnect.com
Firm of the Future www.firmofthefuture.com

What to do After Converting QuickBooks Desktop to Online Feb 15, 2024

In this episode, Hector and Alicia continue their discussion on converting from QuickBooks Desktop to QuickBooks Online by focusing on the steps an accountant should take after the migration, such as re-connecting bank feeds, handling unbilled expenses, repeating reconciliations, and setting up the sales tax center. They also cover how to map over jobs and sub-customers to projects and re-setting user permissions in QuickBooks Online.

Sponsors
Client Hub- https://uqb.promo/clienthub

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:41) - Understanding Connected Services in QuickBooks
(05:53) - Handling Reconciliations Post Conversion
(14:25) - Setting Up New Users in QuickBooks Online
(27:42) - Managing Multiple AR and AP Accounts After Conversion
(30:11) - Understanding Unbilled Expenses
(38:13) - Sales Tax Conversion Challenges
(46:18) - Managing Projects and Subcustomers
(56:37) - Wrap Up and Remember to Subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Desktop to Online Conversions (Part 2) Feb 08, 2024

Hector and Alicia continue their discussion on converting from QuickBooks Desktop to Online. They go through a detailed step-by-step guide of Alicia's standard operating procedure for migrations, including prep work like condensing files, considerations during the conversion, and auditing the new file after to ensure accurate data transfer. They also talk about common hurdles like inventory valuation changes and reordering of chart of accounts.

Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay

(00:00) - Unofficial QuickBooks Accountants Podcast Episode 24
(02:58) - Introduction to QuickBooks Desktop to Online Conversion
(03:33) - Understanding the Conversion Process
(04:27) - Challenges in Conversion: Audit Trail and File Size
(05:22) - Preparation for Conversion: File Size and Targets
(07:22) - Dealing with Large File Sizes: The Condense Utility
(13:14) - Pre-Conversion Checks: Running Comparison Reports
(19:20) - The Conversion Process: From QuickBooks Desktop to Online
(33:46) - Post-Conversion: Comparing Reports and Adjustments
(50:18) - Closing Remarks and Future Plans

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Desktop to Online Conversions (Part 1) Feb 01, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss what does and doesn't convert when migrating from QuickBooks Desktop to QuickBooks Online, covering topics like attachments, budgets, inventory, payroll, price levels, progress invoicing, purchase orders, and assemblies. They explain the challenges involved in conversions, with costs ranging widely based on the complexity of the client's needs.

Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay

(00:00) - Welcome to the show
(04:13) - The Cost of Conversion: Real-life Examples
(05:23) - The Spectrum of Conversion Scenarios
(20:56) - The Complexities of Inventory Conversion
(27:19) - The Challenges of Multi-currency Conversion
(28:14) - Understanding the Conversion Process
(28:21) - The Challenges of Payroll Conversion
(30:14) - The Intricacies of Payroll Conversion
(38:01) - The Effect of Conversion on Customer and Vendor Details
(40:30) - The Complexities of Progress Invoicing
(47:02) - The Limitations of Assemblies in Conversion
(49:14) - Wrap up and stayed tuned for new episodes

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Forecasts in QBO Advanced Jan 25, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss and demonstrate the new forecasting feature in QuickBooks Online Advanced. They walk through creating forecasts, converting them to budgets, and provide feedback on current limitations as well as suggestions for enhancements to make forecasting more useful.

Sponsors
Client Hub - https://uqb.promo/clienthub
Relay - https://uqb.promo/relay

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast Episode 22
(02:41) - Overview of new QuickBooks Online Advanced forecasting feature
(05:23) - Details on how forecasts work compared to budgets in QuickBooks
(09:39) - Discussion on choosing timeframes to base forecasts on
(13:05) - Explanation of workflow to create a forecast
(18:54) - Lack of reporting and issues with forecast feature
(21:32) - Rating usefulness of forecasting without reporting
(26:27) - Suggestions for improving multi-year forecast reporting
(28:53) - Additional desired features and wrap-up

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

What's New In QBO | January 2024 Jan 19, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss new QuickBooks Online features released in January 2024, including updates to revenue recognition, a new QuickBooks Solopreneur product, and the upcoming QuickBooks Advanced Forecasting tool. They also speculate on how QuickBooks' new Live Tax offering may impact accountants and small business owners.

Sponsors
Relay - https://uqb.promo/relay
ClientHub- https://uqb.promo/clienthub

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:41) - Introduction and Personal Updates
(02:49) - Overview of New QuickBooks Online Features
(03:25) - Deep Dive into Revenue Recognition Updates
(05:59) - Revenue Recognition Flexibility and Functionality
(15:54) - Speculation on Upcoming QuickBooks Solopreneur
(24:21) - Debate on QuickBooks Live Tax and its Impact on Accountants
(30:42) - Thanks For Listening and Remember to Subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

How To Give QuickBooks Feedback Jan 12, 2024

Is Intuit really listening? In this episode, Hector and Alicia pull back the curtain on how QuickBooks handles user feedback. Learn how to make your voice heard above the noise through targeted, helpful critiques. They'll also examine common feedback pitfalls to avoid, so your suggestions make it to the top of Intuit's priority list.

Sponsors
Findaily - https://uqb.promo/findaily

(00:00) - Giving QuickBooks Feedback
(02:49) - Ways to give feedback to QuickBooks
(07:01) - Feedback during beta testing
(09:05) - What happens after feedback is given
(13:45) - Prioritizing feedback
(19:17) - Challenges with scattered feedback
(22:23) - Lack of a feedback system from Intuit
(25:09) - Remembering implemented feedback suggestions
(30:03) - Multiple versions of QuickBooks Online
(33:17) - Avoiding user error feedback
(34:57) - Wrap up and remember to subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Filing 1099s in 2024 Jan 04, 2024

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss preparing 1099s in QuickBooks Online for the 2024 tax season. They cover the new 1099 platform, pricing, filing deadlines, tips for ensuring 1099s go smoothly, and some of the common pain points around collecting information and filing accurate 1099 amounts.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(03:18) - What This Episode Will Cover
(03:59) - 1099 Filing Requirements
(05:38) - 1099 Pricing & Payroll Discounts
(12:22) - Interface Improvements
(24:06) - Reporting Capabilities
(30:51) - State Filing Limitations
(36:23) - Best Practices for Smooth 1099 Filing
(44:15) - Thanks for listening and remember to subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Look What We Found Dec 28, 2023

Hector and Alicia highlight new features and updates in QuickBooks Online that they discovered in December 2023, such as enhancements to construction reporting, interface changes, and behaviors with QuickBooks Checking envelopes. They offer tips and feedback for accountants and bookkeepers using QBO based on these recent discoveries.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome To The Unofficial QuickBooks Accounting Podcast
(02:30) - Alicia's first finding - AI warning for unusual amounts
(04:49) - Hector finds new construction reports
(13:32) - Discussion of construction reporting improvements
(16:46) - Alicia on interface changes
(23:58) - More on search function and banking alerts
(28:33) - Alicia's experience with QuickBooks Checking
(33:26) - Wrap up and remember to subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

What is going on with QuickBooks Reports? Dec 21, 2023

In this episode, Hector and Alicia discuss the upcoming changes to QuickBooks Online reports, including Intuit's plans to phase out the classic reports and transition everyone to the new modernized reports by mid-2024. They highlight some of the key problems and missing features with the new reports while also praising some of the new capabilities, and emphasize the importance of providing constructive feedback to Intuit to help improve the new system.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - What is going on with QuickBooks Reports?
(03:44) - Background on why Intuit is changing the reporting
(05:31) - What's not working well with the new reports
(14:19) - Importance of user feedback
(20:58) - Other problems with new reports
(26:32) - Complaints about font differences
(34:19) - Suggestion for opt-in beta testing
(36:22) - Need for education new reports
(37:14) - Final thoughts and remember to subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

New "Little Things" in QBO Dec 14, 2023

Hector and Alicia discuss recent small tweaks and updates in QuickBooks Online, including changes to search, bank feeds, reports, and credit card payments. They also cover some newly added features in Hector's RightTool app.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Unoffical QuickBooks Accounting Podcast
(04:56) - Introduction
(05:15) - The "little things" new
(05:56) - Improved manual CSV file uploads in bank feeds
(07:20) - Advanced search updates
(08:49) - Update on removing some classic reports
(10:04) - Bank feed uploads recognizing negatives and check numbers
(12:48) - New transaction number support for manual CSV uploads
(16:31) - Enhanced reports feedback and changes
(23:55) - Customer credit card CVV code issues
(33:25) - RightTool app updates
(39:34) - Outro and wrap-up

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

The Top 10 QB Connect 2023 Announcements Dec 07, 2023

Hector and Alicia recap top announcements from Intuit's QuickBooks Connect Conference, including a redesigned ProAdvisor program, true payroll job costing, custom KPI reporting, and a partnership with Allstate for business insurance. They discuss how these new capabilities and Intuit's messaging show a commitment to strengthening their partnership with accountants.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - The Unofficial QuickBooks Accountants Podcast Episode 15
(03:24) - Introduction
(07:25) - Reimagined ProAdvisor program overview
(11:24) - QuickBooks Ledger conversion tool
(17:55) - Firm member permissions in Accountant Edition
(21:10) - True payroll job costing coming to QBO
(24:18) - Project tracking issues with Payroll tiers
(27:13) - Balance sheet budgets update
(31:21) - Exciting potential for custom KPI dashboards
(33:39) - Upcoming commerce features and inventory
(38:16) - Accountant approved app bundles
(40:08) - New Allstate partnership for insurance
(46:19) - Wrap up and final thoughts

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

RIP QuickBooks Desktop in 2024? Dec 04, 2023

Hector and Alicia react to Intuit's bombshell announcement that QuickBooks will end new subscriptions for QuickBooks Desktop Pro, Premier, and Mac after July 31, 2024 - marking the beginning of the end for the desktop software. They discuss implications for accountants and small businesses, Intuit's motivations to move users to QuickBooks Online, the pros and cons of the online platform, and hopes that resources dedicated to Desktop can now improve QuickBooks Online.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:52) - Is Intuit Killing QuickBooks Desktop In 2024?
(02:37) - Details and Impacts of Announcement
(10:24) - Why Intuit is Sunsetting Desktop
(18:12) - Perspectives on Desktop and Online
(27:07) - Other Factors Influencing Transition
(32:23) - Changes to Desktop Payroll Pricing
(47:50) - Wrap Up and Conclusions

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

The "Reimagined" ProAdvisor Program Nov 30, 2023

Hector and Alicia unpack Intuit's overhaul of their ProAdvisor program, including an updated point system, new status tiers and benefits, and how the changes intend to add more rigor and meaning to becoming a certified ProAdvisor.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:24) - Introduction
(05:50) - History and core components of the ProAdvisor program
(15:21) - Paid versions for Desktop software
(21:59) - Expanded premium support access
(29:08) - Points for clients using products, not sales
(32:38) - New community and knowledge badges
(35:43) - Popular reporting and banking badges
(38:29) - Elite firm growth consultations
(42:25) - Gold status details
(43:36) - Incentivizing advanced certification

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Becoming a QuickBooks Expert Nov 22, 2023

You know the basics of QuickBooks, but are you ready to take your skills to the next level? In this episode, Hector and Alicia discuss the key steps for going from QuickBooks beginner to pro, including getting certified, hands-on practice, utilizing online resources, and finding a mentor.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - How to become a QuickBooks expert
(04:11) - What kind of books or written material can people invest in to become an expert in QuickBooks?
(12:21) - QuickBooks Desktop course in 2023
(17:47) - Using a personal QBO file to learn
(20:43) - Using classes, Locations, and tags in a personal file
(23:45) - ProAdvisor training and certifications
(28:33) - Importance of the Advanced Certification
(30:15) - Unpaid internships at accounting firms
(32:52) - Wrap up and remember to subscribe so you don't miss an episode

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Listener Mail: Revenue Recognition & Uncategorized Expenses Nov 16, 2023

Hector and Alicia answer your questions. From tracking expenses to their sources and properly categorizing transactions, utilizing automation, and using cost accounting techniques to calculate profit margins for individual products, customers, and sales channels.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:24) - Listener Mail: Revenue Recognition & Uncategorized Expenses
(18:39) - Tracking your Customer Deposits
(22:42) - QBO Advanced's new Revenue Recognition feature
(32:40) - QBO's Chart of Accounts default accounts
(36:26) - Uncategorized Assets
(38:37) - Using Books Review & Banking Options with Uncategorized Expenses
(42:39) - Apps that use Uncategorized Expenses
(47:52) - Thanks for listening and remember to subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

BONUS: What is QuickBooks Ledger? Nov 10, 2023

Hector and Alicia dig into all the details and speculation around Intuit's newest cloud accounting product QuickBooks Ledger. Is it an affordable option for write-up clients or an over-hyped limited edition QBO? What does it mean for accountants and their clients?

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(04:02) - Discussing the Release Date and Timeline of QuickBooks Ledger
(06:57) - QuickBooks Ledger Pricing and Target Audience
(08:49) - Key Features Included and Not Included in QuickBooks Ledger
(29:16) - Converting from QuickBooks Desktop and Downgrading from Simple Start
(48:22) - Potential Workarounds for Desktop Conversion and Simple Start Downgrading
(50:10) - Updates to QuickBooks Online Bank Feeds
(56:50) - The Importance of Fixing the Little Things

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QBO New Features October 2023 Nov 09, 2023

Alicia and Hector dive into several new features in QBO including easier payroll mapping, balance sheet budgeting, and using the cashflow planner. They also speculate what new features might be announced at QuickBooks Connect 2024.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - The Unofficial QuickBooks Accountants Podcast Episode 11
(05:52) - Payroll item mapping updates
(08:05) - Budgets for balance sheets
(15:54) - Cashflow planning discussion
(30:12) - Back to balance sheet budgets
(32:52) - Workflow run history
(35:51) - Payroll local tax default frequency

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

New Bill Pay in QuickBooks & 1099 Updates Nov 02, 2023

Hector and Alicia dive into the details of Intuit's new QuickBooks Bill Pay feature, including the different subscription tiers, how it integrates with 1099 filing, and what it means for your accounting workflows.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:58) - QuickBooks Bill Pay Launch
(02:58) - Bill.com, Melio, QB Bill Pay Differences
(04:43) - QB Bill Pay Pricing & Features
(09:26) - QB Bill Pay & 1099s
(15:32) - 1099 Filing Requirements
(19:54) - Getting 1099s Without Bill Pay
(27:00) - Improvements to QB 1099 System
(31:12) - 1099 Charges for Accountants

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Online Introduces Chart of Accounts Templates Oct 26, 2023

Hector and Alicia dive into two new features for QuickBooks Online - the expand/collapse capability in Custom Report Builder and the new chart of accounts templates. They walk through how these features work and provide feedback on how they could be improved.

Sponsors
LiveFlow - https://uqb.promo/liveflow
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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(03:01) - Custom report builder
(06:06) - Hector and Alicia walk through the new chart of accounts templates
(14:31) - Applying the template
(22:12) - Hector and Alicia tried it out
(25:34) - Other actions you can take after creating the COA
(26:29) - Please submit feedback to Intuit
(27:48) - What's going on with Hector and Alicia and remember to subscribe so you don't miss an episode!

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Intuit News October '23 Oct 19, 2023

In this episode, Hector and Alicia discuss recent Intuit news and developments in October 2023, including a new high school food truck program, changes to the QuickBooks Time partner program, a desktop care plan being discontinued, an audit log redesign in QBO, and the need for paid beta testers for new QBO features.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Unofficial QuickBooks Accountants Podcast Episode #8
(02:20) - Intuit's High School Food Truck Program
(05:58) - Changes to the QuickBooks Time Partner Program
(09:28) - Discontinued Desktop Care Plan
(16:05) - How Intuit treats ProAdvisors
(23:55) - Facebook Group Reporting
(26:04) - The New Audit Log Redesign
(28:43) - Duplicate Transactions Feature
(31:01) - The Need for Paid Beta Tester
(34:05) - Remember To Leave A Review and Subscribe

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Desktop 2024 New Features Oct 17, 2023

On this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the new features released in QuickBooks Desktop 2024, including an enhanced search capability across all lists, prepayments linked to sales orders in Enterprise, and inventory category enhancements. The hosts also consider whether a Mac version will be released and the challenges of switching between Desktop, Online, and Mac.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
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(02:34) - What new features are you excited about in QuickBooks Desktop '24?
(05:56) - Enterprise Features
(12:21) - Inventory Category Enhancements
(15:30) - Lot Number Reporting
(18:36) - QuickBooks for Mac
(22:15) - Wrap up and what's new with Hector and Alicia

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Launches Assisted Bookkeeping & Other News Oct 11, 2023

Alicia and Hector cover the latest QuickBooks news, including details on QuickBooks Connect 2023, the end of the Business Planner in Desktop, and a new Assisted Bookkeeping offering.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(04:22) - QuickBooks Connect News
(05:51) - QuickBooks Virtual Conference
(08:18) - Payroll News - Per Hour Worked
(09:40) - Desktop News - Business Planner
(11:30) - Assisted Bookkeeping Beta Test
(36:56) - Upcoming Events

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

"In The Know" Updates September 2023 Oct 05, 2023

Alicia and Hector cover the QuickBooks In The Know Webinar for September 2023. They discuss new developments for ProAdvisors in QBO, including the payments link for discounted rates, ongoing fixed assets improvements, the new invoicing experience, and using QBO payroll integrations.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(02:23) - QuickBooks Payments discounts for ProAdvisors
(05:24) - Changes to ACH rates in QuickBooks Payments
(06:52) - Hector's experience with alternative payment methods
(13:51) - Fixed asset management updates
(21:27) - The new invoicing experience rollout
(26:21) - Features the new invoicing experience doesn't support yet
(33:14) - After-tax invoice discounts not supported
(42:21) - QuickBooks Online Payroll migration automation
(42:34) - What's new with Alicia and Hector

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

QuickBooks Online September 2023 "Small" Updates Sep 28, 2023

In this weeks episode, Hector and Alicia dive into the latest small tweaks and updates in QuickBooks Online that caught their attention. From rolling date ranges in reporting to bulk payroll editing and the demise of the business view navigation, they break down and discuss these little enhancements that left them smiling, along with pondering mysteries like what "Standard Feed" means. Join Hector and Alicia as they geek out over these minor but meaningful improvements to QBO.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome to the Unofficial QuickBooks Accounting Podcast
(02:26) - Quick create buttons & editing payroll items
(04:09) - Standard bank feeds
(08:26) - Budgeting features
(14:03) - Left navigation bar changes
(18:40) - Business view vs accountant view
(21:25) - Sample file alignment
(32:30) - Whats new with Hector and Alicia & wrap up

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Intuit Bets Big on AI Sep 21, 2023

Hector and Alicia dive into Intuit's major AI announcement and new "Intuit Assist" tool. They discuss how AI could impact QuickBooks, TurboTax, Mailchimp, and Credit Karma, and what it means for small businesses and accountants.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Introducing Intuit Assist
(19:14) - Using Intuit Assist to set up a new company
(24:17) - Connecting with experts
(28:02) - Crossover opportunities between Intuit products
(32:42) - Intuit data points
(41:03) - Data privacy and wrap up

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Fixed Asset Management, Custom Project Fields, and Expense Overviews Sep 14, 2023

On this episode Hector and Alicia dive into exciting new features rolling out to QBO Advanced in September 2023 - including fixed asset management, custom project fields, expense overviews, and with the help of AI the feature QBO just brought back that Alicia never thought they would.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Timesheets.com- https://uqb.promo/timesheets
OnPay - https://uqb.promo/onpay

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(03:09) - New fixed asset accounting
(14:53) - QBO introduces custom fields for projects
(18:12) - Custom form styles
(23:38) - QuickBooks Online Advanced adds expenses overview
(25:03) - Wrap up and what's going on with Hector and Alicia

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

The Intuit Dome, Online Bill Pay, Agriculture, and AI Sep 07, 2023

On this episode, Hector and Alicia speculate on Inuit’s new AI announcements coming on Innovation Day, as well as Intuit’s new partnership with agricultural management software Figured. They also discuss Intuit's overall product strategy based on announcements about new features coming to QBO like enhanced payroll mapping, fixed asset management, and deeper integration with QuickBooks Time.

Sponsors
LiveFlow - https://uqb.promo/liveflow
Keeper - https://uqb.promo/keeper
OnPay - https://uqb.promo/onpay

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com
Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Welcome To The Unofficial QuickBooks Accountants Podcast Sep 01, 2023

On this inaugural episode of The Unofficial QuickBooks Accountants Podcast, Alicia and Hector recap all the latest features and changes coming to QuickBooks Online, including Mailchimp, custom reporting, workflow automation, and more. They also dive into the shifting QuickBooks Desktop landscape with price hikes, reduced access, and new capabilities on the horizon.

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Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comThis podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Links/Apps Mentioned in this episode:

Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com
QuickBooks Connect Conference:www.quickbooksconnect.com
Firm of the Future: www.firmofthefuture.com

Get Ready For The Unofficial QuickBooks Accountants Podcast Aug 26, 2023

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA, CITP and Alicia Pollock. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

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