Unofficial QuickBooks Accountants Podcast

Look What We Found: April 2025

Listen Later

Alicia and Margie explore recent changes the found to QuickBooks Online, including the new Tap to Pay feature, sales tax payment capabilities, and enhanced migration limits for desktop to online conversion. They discuss interface updates like the modern balance sheet view and new receive payments screen, while sharing useful features that have been available but often overlooked.

Sponsors


  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (01:24) - New Features in QuickBooks
  • (05:37) - Enhanced Products and Services
  • (06:52) - Grouping Billable Time in Invoices
  • (11:26) - QuickBooks Live Expert Assist
  • (14:42) - Client Transfer Between QBOA Accounts
  • (15:52) - Retirement Contributions Update
  • (17:12) - Interface Updates and New Screens
  • (22:00) - Balance Sheet Profit and Loss in Modern View
  • (23:50) - Feedback on Modern View Reports
  • (29:37) - Unreproducible Features
  • (29:53) - QuickBooks Payments and Reconciliations
  • (39:12) - Turning Invoice to Credit Memo
  • (40:55) - The Locker Room Community
  • (42:46) - Upcoming Events and Training

    • GoPayment and QuickBooks apps now have Tap-to-Pay for iPhone!!!!: https://quickbooks.intuit.com/payments/in-person-payments/


    Alicia’s links

    • Converting from QBDT to QBO class: http://royl.ws/QBDT2QBO
    • Converting from QBDT to QBO book on Amazon: http://royl.ws/QBDT_to_QBO

    Margies Links

    • The Locker Room Facebook Group https://www.facebook.com/groups/qbo.gym.locker.room/

    Join our LinkedIn Group! https://www.linkedin.com/groups/14630719/

    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding

    ...more
    View all episodesView all episodes
    Download on the App Store
    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT
    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    43 ratings

    More shows like Unofficial QuickBooks Accountants Podcast

    View all
    Money Girl by QuickAndDirtyTips.com

    Money Girl

    1,851 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    588 Listeners

    The ONE Thing by Keller Podcast Network

    The ONE Thing

    1,113 Listeners

    Talking Tax by Bloomberg Tax

    Talking Tax

    113 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    336 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    256 Listeners

    QB Power Hour Podcast by Dan DeLong & Matthew Fulton

    QB Power Hour Podcast

    6 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    811 Listeners

    Huberman Lab by Scicomm Media

    Huberman Lab

    29,129 Listeners

    Money For Couples with Ramit Sethi by Ramit Sethi

    Money For Couples with Ramit Sethi

    3,428 Listeners

    The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

    The Ambitious Bookkeeper Podcast

    62 Listeners

    Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

    Earmark Podcast | Earn Free Accounting CPE

    28 Listeners

    UnAccountable! by UnAccountable

    UnAccountable!

    30 Listeners

    Bookkeepers On Fire with Deb & Donna by Deb Kilsheimer & Donna Reade

    Bookkeepers On Fire with Deb & Donna

    10 Listeners

    On The Books by Intuit

    On The Books

    4 Listeners