Unofficial QuickBooks Accountants Podcast

Bank Feeds: The Good, the Bad, and the Wishlist

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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.

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  • (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) [email protected]

    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
    ...more
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    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT
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