Unofficial QuickBooks Accountants Podcast

Look What We Found: April 2025

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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.

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  • (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
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    Unofficial QuickBooks Accountants PodcastBy Alicia Katz Pollock, MAT
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