Unofficial QuickBooks Accountants Podcast

Forecasts in QBO Advanced

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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.

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  • (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) [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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