Unofficial QuickBooks Accountants Podcast

Look What We Found: June Edition - Interface Updates and Banking Feed Revolution


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Alicia and Margie dive into their monthly roundup of new QuickBooks Online features they've discovered, including the controversial P&L and balance sheet badges in the chart of accounts that business owners actually love. They explore an exciting new expenses overview section with AI-generated insights, discuss the ability to schedule future invoice payments and add tips, and reveal game-changing updates to the banking feed that reduce clicks and improve efficiency. The episode wraps with a preview of the new "Fusion" interface being beta tested and upcoming live events from both hosts.

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  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (00:34) - Company Updates and Good Problems
  • (01:08) - Interface Changes in QuickBooks
  • (03:30) - New Features in QuickBooks Expenses
  • (08:20) - Settings and Notifications
  • (18:12) - Banking Feed Enhancements
  • (22:13) - Error Correction and New Feature Introduction
  • (22:28) - Request Info Button in Banking Feed
  • (26:14) - Intuit Drive and Document Storage
  • (29:51) - Rumors and New Features in QuickBooks
  • (34:02) - QuickBooks Time Integration
  • (35:39) - Fusion: The New Interface
  • (41:05) - Upcoming Events and Announcements

  • Resources 

    LinkedIn Group: https://www.linkedin.com/groups/14630719/

    YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

    Email: [email protected]


    Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907

    Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

    Grab a tutu for Tutu Tuesday at the Royalwise booth, and join the Pool Party at Cabana #9 on Wednesday!

    Come join Margie for Akadian’s first, in-person live event in Seattle! Find out more here: www.akadian.com/seattle

    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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